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UBS (Lux) Eq S - Swiss Opportunity (CHF) P-acc

Ranked 11 out of 18 in - Switzerland over 12 months
All calculations are in EUR unless stated

Managed by

Alexander Galbiati

Alexander Galbiati is a senior portfolio manager at UBS Asset Management, based in Zurich. Since October 2010 he has been responsible for portfolio construction of the Swiss SPI All Cap funds (retail and institutional) and took over the Swiss Opportunity strategy in March 2015. He also participates in stock selection for Swiss small- and mid-cap products and is responsible for the primary analysis of companies within the consumer staples/discretionary, telecom and media sectors. From 2002 until 2010 he was responsible for the portfolio construction of the Swiss equities small & mid cap retail funds and participated in stock selection for the other Swiss funds. In addition to his responsibilities in the Swiss Equities team, he was portfolio manager of the Solid Consumer Brand strategy (from launch in 2013 until 2017). Galbiati joined UBS in 2000 and moved to the Swiss Equity team at UBS Asset Management in 2002. He is a member of the CFA Institute.

Objective

The investment fund invests mainly in equities of Swiss companies. The portfolio is primarily focused on securities from large companies though strategically supplemented by securities from small and medium-sized companies. Working on the basis of well-grounded analyses by our local investment specialists, the fund manager combines carefully selected equities of various companies and various sectors with the objective of exploiting interesting earnings opportunities while keeping the level of risk under control.

Showing fund performance in Liechtenstein View performance globally

Performance

Switzerland over : 30/04/2017 - 30/04/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -5.8%
2017 10.5% 8.3% 3.4% -0.6% -0.8%
2016 2.6% -7.5% 2.2% 3.1% 5.1%
2015 14.9% 18.3% -2.0% -8.8% 8.7%
2014 10.2% 3.9% 2.3% 0.7% 3.0%
2013 25.6% 11.9% -0.6% 7.7% 4.9%
2012 15.9% 9.2% -3.6% 4.7% 5.1%
2011 -12.8% -4.3% 1.2% -16.7% 8.1%

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. Singapore
  12. Spain
  13. Sweden
  14. Switzerland
  15. United Kingdom

Fund Info

  • Launch date16/11/2010
  • Share Class size50Mn
  • Base currencyCHF
  • ISIN LU0546265769

Purchase Info

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

Charges

  • Annual management1.20%
  • Initial investment1.2

Related News

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Swiss equity expert joins cantonal bank's portfolio management team after 18 years with UBS.

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