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

Ranked 48 out of 62 in - Eurozone over 3 months
All calculations are in GBP unless stated

Managed by

Ian Paczek

Ian Paczek is a portfolio manager in UBS Asset Management's Quantitative Investments team. His primary responsibility is the management of quantitative global and European equity strategies. Prior to joining UBS in 2004, Paczek worked for JP Morgan Fleming Asset Management as a senior quantitative analyst in the International Structured Equity team. He is a member of the CFA Institute and the Advisory Panel of the Institute for Quantitative Investment Research (INQUIRE).

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 : 31/12/2018 - 31/03/2019

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 size22Mn
  • 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).