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UBS (D) Equity Fund - Global Opportunity

Ranked 9 out of 119 in - Global over 12 months
All calculations are in EUR unless stated

Managed by

Reiner Hübner

As head of UBS Asset Management (Deutschland) GmbH, Reiner Hübner is responsible for portfolio management and institutional client coverage in Germany. Prior to joining UBS Asset Management in 1998, Hübner was employed as an assistant to the Managing Board of Investment Banking at UBS (Deutschland) AG for two years. Reiner started his career with a two-year traineeship in securities at the Bayerische Vereinsbank in Frankfurt. He remained at that bank for further five years, working as an equity and derivatives trader. Hübner is a CEFA Charterholder and a member of DVFA, the German Association of Investment Analysts and Portfolio Managers.

Objective

The fund is an actively managed fund. It invests at least 75 % of its value in selected domestic and foreign equities of global issuers. The proportion of foreign equities must be at least 51% of the fund's assets. Benchmark: MSCI World (ndr.).

Showing fund performance in Liechtenstein View performance globally

Performance

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

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -1.8% 8.2%
2017 9.9% 3.8% -0.9% 2.2% 4.5%
2016 0.0% -7.2% 4.0% -0.6% 4.3%
2015 14.8% 16.8% -1.8% -7.6% 8.3%
2014 20.2% 0.1% 5.4% 7.8% 5.7%
2013 21.2% 13.0% -1.7% 1.5% 7.5%
2012 12.7% 8.4% 0.3% 6.4% -2.6%
2011 -7.1% -4.8% -1.5% -6.9% 6.3%
2010 21.6% 11.3% -2.1% 2.1% 9.4%
2009 31.4% -9.0% 16.4% 15.2% 7.7%
2008 -35.2% -17.8% 1.0% -8.2% -14.9%
2007 -9.9% -0.3% 3.5% -7.4% -5.7%
2006 4.1% 2.4% -6.5% 5.7% 2.9%
2005 21.0% 3.0% 7.7% 4.3% 4.6%
2004 4.7% 3.8% 1.6% -2.4% 1.7%
2003 8.5% -9.2% 11.6% 3.1% 3.9%
2002 -30.4% 1.4% -18.0% -17.2% 1.1%
2001 -9.4% -10.0% 7.7% -19.7% 16.5%
2000 -15.9% 23.0% -11.6% -6.0% -17.7%
1999 85.3% 18.5% 6.4% -1.0% 48.5%
1998 32.1% 22.5% 4.4% -20.7% 30.3%
1997 30.4% 9.2% 18.5% 10.6% -8.8%
1996 24.4% 7.4% 10.8% 0.5% 4.0%
1995 13.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Germany
  3. Liechtenstein
  4. Switzerland

Fund Info

  • Launch date01/10/1973
  • Share Class size151Mn
  • Base currencyEUR
  • ISIN DE0008488214

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management2.04%

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