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UBS (Lux) Eq S - Small Caps Europe (EUR) P-acc

Ranked 3 out of 12 in - European Small & Medium Companies over 12 months
All calculations are in EUR unless stated

Managed by

Thomas Angermann

Thomas Angermann is a member of the Pan European Small and Mid Cap team at UBS Asset Management, based in Zurich. Angermann is responsible for the management of a number of European Small and Mid Cap portfolios and mandates. His sector coverage includes automotive suppliers, industrials, technology, pulp & paper and consumer stables. Thomas joined UBS Asset Management as a portfolio manager in 2002. He has also worked on several country and sector funds. Angermann began his financial career by completing a trader traineeship at the Bayerische Landesbank in Munich (Germany). On completion in 1997, he carried on working for this firm as a money market and foreign exchange trader. He then worked as a equity portfolio manager for European Small and Mid Caps and a global sector fund at Allianz Asset Management in Frankfurt and Munich. Angermann is a regular member of the Swiss CFA Society and the CFA Institute.

Objective

The fund primarily invests in equities of small-cap companies from Europe which demonstrate a high level of flexibility and innovation. 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 Liechtenstein View performance globally

Performance

European Small & Medium Companies over : 31/05/2017 - 31/05/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -0.9%
2017 20.5% 7.3% 4.1% 6.1% 1.7%
2016 -5.2% -7.6% -5.8% 7.8% 1.1%
2015 21.6% 17.1% 4.1% -5.8% 5.9%
2014 6.6% 8.1% 0.0% -3.0% 1.7%
2013 30.9% 6.7% 1.1% 9.2% 11.1%
2012 25.8% 16.8% -5.4% 8.2% 5.2%
2011 -17.7% -3.2% -0.1% -18.3% 4.3%
2010 34.3% 8.1% -5.6% 10.5% 19.2%
2009 70.4% 1.8% 31.0% 20.6% 6.0%
2008 -57.0% -15.0% -3.4% -19.6% -34.9%
2007 -5.3% 7.8% 6.8% -9.4% -9.2%
2006 31.4% 18.4% -8.1% 7.4% 12.4%
2005 45.1% 14.5% 4.0% 18.5% 2.8%

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. Italy
  9. Korea
  10. Liechtenstein
  11. Luxembourg
  12. Malta
  13. Netherlands
  14. Norway
  15. Portugal
  16. Singapore
  17. Spain
  18. Sweden
  19. Switzerland
  20. United Kingdom

Fund Info

  • Launch date08/10/2004
  • Share Class size87Mn
  • Base currencyEUR
  • ISIN LU0198839143

Purchase Info

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

Charges

  • Annual management1.54%
  • Initial investment3

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