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UBS (Lux) Eq S-Glob Emer Markets Opp (USD) P-a

Ranked 154 out of 256 in - Global Emerging Markets over 12 months
All calculations are in EUR unless stated

Managed by

Urs Antonioli

Urs Antonioli leads investment management and research for Emerging Europe, the Middle East and Latin America at UBS Asset Management. Antonioli began his financial career when he joined the UBS Zurich graduate training programme in 1994. He has now spent more than eight years in research activities, specialising in energy, telecommunications, basic materials and the technology sector. He took up his present position in August 2001.

Objective

The investment fund invests mainly in the stocks of companies in emerging economies across the globe. Working on the basis of a comprehensive analysis of the companies, the fund manager combines carefully selected equities of various companies from various countries and sectors with the objective of exploiting interesting opportunities while keeping the level of risk under control.

Showing fund performance in Luxembourg View performance globally

Performance

Global Emerging Markets over : 31/08/2017 - 31/08/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -2.2% -3.2%
2017 28.0% 11.1% 0.7% 7.2% 6.8%
2016 13.4% -2.2% 3.0% 11.5% 1.0%
2015 -0.6% 18.1% 0.5% -15.4% -1.0%
2014 10.4% -1.1% 7.1% 2.1% 2.1%
2013 -8.1% 2.2% -9.3% -2.9% 2.1%
2012 14.5% 10.2% -6.8% 4.2% 7.1%
2011 -20.9% -3.9% -5.2% -22.2% 11.6%
2010 24.7% 7.3% -3.1% 8.4% 10.7%
2009 68.7% 2.7% 33.3% 15.6% 6.6%
2008 -27.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date25/09/2008
  • Share Class size114Mn
  • Base currencyUSD
  • ISIN LU0328353924

Purchase Info

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

Charges

  • Annual management1.54%
  • Initial investment3.00%

Related News

UBS announces changes across pair of EM equity funds

(Update) Swiss group announces plan to change lead PM on EM strategies while also liquidating another approach.

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