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UBS (Lux) KSS-Multi Asset Defensive Growth (USD)Pa

Ranked 42 out of 68 in - Flexible USD over 3 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.

Paul Lang

Paul Lang is a portfolio manager within the investment solutions team at UBS Asset Management. His primary focus is designing, implementing and managing traditional and custom discretionary portfolios including one of the largest corporate strategic partnerships in the US. Prior to joining UBS in January 2014, Lang held quantitative analyst and manager positions at Prudential Financial, where he supported the Institutional Stable Value business through product design, stochastic modelling and pricing of the $100 billion-plus portfolio. Lang is a CFA charterholder and member of the CFA Society of Chicago.

Objective

The objective of the sub-fund is to generate an attractive risk-adjusted return through actively managed investments in various asset classes while taking into account total portfolio risk. The strategy targets growth and risk reduction in unfavourable market scenarios in connection with systematic and rule-based risk management. Despite the systematic and rule-based risk management strategy, unforeseen or unexpected market conditions may lead to the sub-funds failure to achieve its investment objective. The strategy may limit the sub-funds ability to participate in market growth and lead to increased transaction costs.

Showing fund performance in United Kingdom View performance globally

Performance

Flexible USD over : 28/11/2018 - 28/02/2019

Total Return

Quarterly Performance

to 01/01/2019 Annual Q1 Q2 Q3 Q4
2018 1.2% 0.4%

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. Singapore
  12. Spain
  13. Sweden
  14. United Kingdom

Fund Info

  • Launch date25/06/2018
  • Share Class size00Mn
  • Base currencyUnits
  • ISIN LU1732779464

Purchase Info

  • Min. initial investment0.001

Charges

  • Annual management0.88%
  • 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).