Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

UBS (Lux) KSS-Multi Asset Income (USD)(GBPh)P-Uk-d

Ranked 51 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 equities, bonds and real estate (via real estate securities). It aims to achieve a return with low capital volatility (offers no capital protection). Currency risks are largely hedged. The portfolio also offers a degree of inflation protection. The fund manager combines carefully selected securities from various asset classes of different countries, sectors and companies with the objective of exploiting interesting earnings 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
  • Rank 51/63 Total Return
  • Rank 2/63 Standard Deviation
  • Rank 25/63 Max Drawdown
Fund Name Currency Return
49 Loomis Sayles Global Multi Asset Income Fund IAU GBP

-0.4%

50 Belvedere Asia-Pacific USD GBP

-1.2%

51 UBS (Lux) KSS-Multi Asset Income (USD)(GBPh)P-Uk-d

Currency exposure is hedged

Currency exposure is hedged

GBP

-1.3%

52 UBS (Lux) KSS - Emerging Markets Income (USD) P-a GBP

-1.7%

53 IFSL Tilney B Global Income Hgd Ret Inc

Currency exposure is hedged

Currency exposure is hedged

GBP

-1.9%

Fund Name Currency Loss
23 IFSL Tilney B Global Inc & Gro B USD Acc GBP

-4.6%

24 Nikko AM Global Multi Asset A USD GBP

-4.7%

25 UBS (Lux) KSS-Multi Asset Income (USD)(GBPh)P-Uk-d

Currency exposure is hedged

Currency exposure is hedged

GBP

-4.9%

26 ODEY Opportunity USD I GBP

-4.9%

27 T Rowe Global Allocation Extended Fund A GBP

-5.2%

Total Return

Quarterly Performance

to 01/01/2019 Annual Q1 Q2 Q3 Q4
2018 -6.3% -2.5% -0.4% 1.3% -4.7%
2017 6.0% 2.0% 1.5% 1.3% 1.2%
2016 3.7% 0.9% 1.8% 2.1% -1.0%
2015 -3.9% 1.7% -2.4% -3.6% 0.3%
2014 5.2% 1.6% 2.7% -0.5% 1.4%
2013 1.6% 1.4% -3.1% 1.7% 1.7%
2012 0.8% 3.3% 2.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. France
  3. Germany
  4. Liechtenstein
  5. Luxembourg
  6. Netherlands
  7. Singapore
  8. Sweden
  9. Switzerland
  10. United Kingdom

Fund Info

  • Launch date16/03/2012
  • Share Class size07Mn
  • Base currencyUnits
  • ISIN LU0749797188
  • Currency exposure is hedged

Purchase Info

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

Charges

  • Annual management1.18%
  • 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).