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UBS (Lux) KSS-Gl Alloc Focus Europe (EUR) P-acc

Ranked 27 out of 67 in - Flexible EUR over 12 months
All calculations are in GBP unless stated

Managed by

Philip Brides

Philip Brides was appointed co-head of the Investment Solutions Portfolio Management team at UBS Asset Management in January 2017. He is jointly responsible for the oversight of all multi-asset and solution mandates. Brides joined UBS from BlackRock in 2014. He is a member of the CFA Institute and also holds the Investment Management Certificate (IMC) and the Chartered Alternative Investment Analyst (CAIA) designation.

Objective

The investment fund invests worldwide in bonds and equities, with a variable ratio and a focus on Europe. The fund manager combines carefully selected securities from various asset classes of different states and companies from different countries and sectors with the objective of exploiting interesting earnings opportunities and in doing so keeping the level of risk under control.

Showing fund performance in United Kingdom View performance globally

Performance

Flexible EUR over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 3.6%
2018 -8.0% -3.5% 2.0% 1.5% -8.0%
2017 13.9% 4.3% 3.9% 2.2% 2.9%
2016 12.4% 2.1% 3.7% 6.9% -0.6%
2015 -6.9% -2.3% -4.6% -4.3% 4.5%
2014 -0.3% -0.1% 0.2% -1.3% 0.9%
2013 15.8% 9.6% 0.6% 1.0% 4.0%
2012 9.0% 7.9% -6.5% 2.8% 5.1%
2011 -10.7% 4.5% 1.4% -15.8% 0.0%
2010 2.3% 4.4% -16.3% 13.2% 3.4%
2009 20.9% -11.4% 8.8% 23.7% 1.5%
2008 -11.0% 0.7% -3.7% -8.1% -0.1%
2007 7.1% 0.3% 1.8% 2.6% 2.2%
2006 3.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Finland
  4. France
  5. Germany
  6. Greece
  7. Italy
  8. Liechtenstein
  9. Luxembourg
  10. Netherlands
  11. Portugal
  12. Singapore
  13. Spain
  14. Sweden
  15. Switzerland
  16. United Kingdom

Fund Info

  • Launch date29/09/2006
  • Share Class size34Mn
  • Base currencyUnits
  • ISIN LU0263318890

Purchase Info

  • Min. initial investment0.001
  • Min. regular additional investment0

Charges

  • Annual management1.63%
  • Initial investment2.50%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).