UBS (Irl) Inv Sel - Equity Opp L/S P-PF GBP Hdg

Ranked 7 out of 77 in - Long/Short Equity over 12 months
All calculations are in GBP unless stated

Managed by

Max Anderl

Max Anderl is head of concentrated alpha equity and is the lead portfolio manager for the Global and European Concentrated Alpha long-only and long/short strategies at UBS Asset Management. He has worked on the concentrated alpha team since its inception in 2004, becoming head of that team in March 2011. He joined the European equity team in London in 2002, having first joined UBS Asset Management in Zurich in 2000 as an equity fund manager. Prior to joining UBS, he worked in academic research, university teaching, research and development and corporate finance for the pharmaceutical industry.

Objective

The Fund uses a long-short equity strategy to exploit stock price anomalies in companies around the world, buying long positions in stocks considered undervalued or attractive and selling short positions in overvalued or less attractive stocks. Companies are selected according to a combination of fundamental, quantitative and qualitative research, and the Fund will hold a relatively concentrated portfolio. The net market exposure of the Fund will vary according to market conditions.

Showing fund performance in United Kingdom View performance globally

Performance

Long/Short Equity over : 30/04/2018 - 30/04/2019
  • Rank 7/77 Total Return
  • Rank 37/77 Standard Deviation
  • Rank 23/77 Max Drawdown
Fund Name Currency Return
5 Ennismore European Smaller Companies GBP A GBP

9.9%

6 Odey Swan I GBP GBP

8.3%

7 UBS (Irl) Inv Sel - Equity Opp L/S P-PF GBP Hdg

Currency exposure is hedged

Currency exposure is hedged

GBP

7.1%

8 AHFM Defined Returns B GBP Acc GBP

6.7%

9 BSF European Absolute Return D2 GBP GBP

6.6%

Fund Name Currency Risk
35 CS (Lux) Multi-Advisor Equity Alpha Fund FBH GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

6.4

36 InRIS Parus I GBP Hedged

Currency exposure is hedged

Currency exposure is hedged

GBP

6.4

37 UBS (Irl) Inv Sel - Equity Opp L/S P-PF GBP Hdg

Currency exposure is hedged

Currency exposure is hedged

GBP

6.8

38 Artemis Pan European Absolute Return I GBP Hgd Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

7.0

39 Jupiter Absolute Return Acc GBP

7.1

Fund Name Currency Loss
22 Jupiter Global Absolute Return D GBP Acc HSC

Currency exposure is hedged

Currency exposure is hedged

GBP

-5.5%

23 UBS (Irl) Inv Sel - Equity Opp L/S P-PF GBP Hdg

Currency exposure is hedged

Currency exposure is hedged

GBP

-5.5%

24 Janus Henderson HF Pan European Alpha I2 HGBP

Currency exposure is hedged

Currency exposure is hedged

GBP

-5.5%

25 Smith & Williamson Enterprise A GBP

-5.7%

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 4.1%
2018 3.7% -0.4% 4.6% 2.5% -2.8%
2017 0.4% -3.3% -0.2% -0.8% 4.9%
2016 -20.5% -10.0% 1.7% -6.4% -7.2%
2015 -2.7% 9.1% 3.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. France
  4. Germany
  5. Ireland
  6. Liechtenstein
  7. Luxembourg
  8. Netherlands
  9. Singapore
  10. Spain
  11. Switzerland
  12. United Kingdom

Fund Info

  • Launch date12/03/2015
  • Share Class size02Mn
  • Base currencyGBP
  • ISIN IE00BSSWBD35
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • Initial investment5.00%

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