UBS (Lux) Eq S - European Opp Unconstr (EUR) P-acc

Ranked 10 out of 224 in - Europe 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 primarily invests in equities of companies from Europe. The portfolio is focused primarily on securities from large companies though is strategically supplement by securities from small and medium-sized companies. Liquidity is kept very flexible and derivative instruments can also be used. Working on the basis of well-grounded analyses by investment specialists, the fund manager combines carefully selected equities of various companies from various countries and sectors 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

Europe over : 30/04/2018 - 30/04/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 7.8%
2018 -2.9% -6.4% 9.3% 6.2% -10.6%
2017 10.9% 3.7% 3.4% 0.1% 3.4%
2016 -0.7% -3.6% 7.1% 0.2% -4.0%
2015 17.0% 10.2% -5.9% 3.5% 9.0%
2014 5.8% 2.5% -0.5% 4.5% -0.8%
2013 29.0% 20.3% -1.3% -0.7% 9.5%
2012 10.0% 2.7%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

30/11/2018

Top 10 Holdings

Stock Size
EUR Cash 11.43%
UBS (Irl) Inv Sel - Equity Opp L/S Fd I-B-a 7.11%
Nestle SA ORD 4.73%
LVMH Moet Hennessy Louis Vuitton SE ORD 2.98%
Roche Holding AG Par 2.93%
Air Liquide SA ORD 2.45%
Sampo Oyj ORD 2.45%
Relx PLC ORD 2.25%
Safran SA ORD 2.23%
Microsoft Corp ORD 2.22%
30/11/2018

Registered For Sale In

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

Fund Info

  • Launch date14/06/2012
  • Share Class size317Mn
  • Base currencyUnits
  • ISIN LU0723564463

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management1.63%
  • 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).