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UBS (Lux) SICAV 1 - EMU Equities Quantitative (EUR) Q-acc

Ranked 54 out of 61 in - Eurozone over 3 months
All calculations are in GBP unless stated

Managed by

Ian Paczek

Ian Paczek is a portfolio manager in the quantitative investments team at UBS Asset Management. His primary responsibility is the management of quantitative Global and European Equity strategies. He also plays an active role in the research and development of stock selection models for various equity markets. Prior to joining UBS in 2004, he was at JP Morgan Fleming Asset Management as a senior quantitative analyst in the international structured equity team. He was previously a member of the financial engineering and business analysis team at Lombard Risk Systems.

Objective

Fund assets are mainly invested in equities of companies from the European currency union. The fund's investments are broadly diversified across all sectors, The fund's holdings are actively managed. The portfolio manager allocates the assets according to a thorough investment process based on quantitative financial models. The stock selection is based on the signals calculated by the quantitative model, which is continously evolved.

Showing fund performance in United Kingdom View performance globally

Performance

Eurozone over : 30/01/2019 - 30/04/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 5.6%
2018 -11.9%

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

Fund Info

  • Launch date10/07/2018
  • Share Class size23Mn
  • Base currencyUnits
  • ISIN LU1839735096

Purchase Info

  • Min. initial investment0.001

Charges

  • Annual management0.52%
  • Initial investment3.00%

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