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UBS (Lux) KSS-Global Allocation (USD) P-acc

Ranked 32 out of 63 in - Flexible USD 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. The fund manager combines carefully selected securities from different countries, sectors and companies with the objective of exploiting interesting return opportunities while keeping the level of risk under control.

Showing fund performance in United Kingdom View performance globally

Performance

Flexible USD over : 28/02/2018 - 28/02/2019

Total Return

Quarterly Performance

to 01/01/2019 Annual Q1 Q2 Q3 Q4
2018 -2.1% -4.3% 6.2% 3.0% -6.5%
2017 5.3% 3.8% -1.0% -0.3% 2.7%
2016 16.5% -0.8% 6.4% 5.9% 4.2%
2015 1.4% 7.5% -6.6% -5.4% 6.8%
2014 10.4% 0.0% 1.4% 4.7% 4.0%
2013 9.1% 10.9% -1.7% -1.7% 1.9%
2012 6.9% 5.7% -2.6% 2.4% 1.5%
2011 -7.3% 0.0% 0.2% -10.3% 3.3%
2010 11.8% 8.5% -8.4% 6.1% 5.9%
2009 17.5% -9.9% 6.2% 19.1% 3.1%
2008 -11.7% -5.2% -3.6% -1.0% -2.3%
2007 2.0% 0.3% 1.0% 0.4% 0.3%
2006 -1.4% 2.3% -6.6% 2.5% 0.7%
2005 17.3% 0.1% 6.5% 4.7% 5.1%
2004 3.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date24/09/2004
  • Share Class size360Mn
  • Base currencyUnits
  • ISIN LU0197216392

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).