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UBS (Lux) Eq SICAV-Long Term Themes (USD) Pa

Ranked 23 out of 119 in - Global over 12 months
All calculations are in EUR unless stated

Managed by

Bruno Bertocci

Bruno Bertocci leads the Sustainable Investors team and manages the Global Sustainable Equity and Global Sustainable Impact Equity portfolios at UBS Asset Management. Bertocci has worked on the Sustainable Investors team and its distinctive approach and strategies since its transition from negative screening to positive screening at the end of 2007. Prior to joining UBS in 1998, Bertocci managed the global equity investment group at Stein Roe & Farnham, but began his career at T.Rowe Price Associates as a US equity analyst.

Objective

The Fund invests worldwide mainly in equities and other equity instruments of small, medium and large-cap companies in developed and emerging markets. In so doing, the fund focuses on long-term themes, such as global population growth, the aging population and increasing urbanization, that the portfolio manager considers to be attractive from an investment point of view. With the help of in-depth analyses, the fund manager combines carefully selected shares of a diverse mix of companies in various countries and sectors with the aim of exploiting attractive return opportunities while at the same time maintaining risk control.

Showing fund performance in Liechtenstein View performance globally

Performance

Global over : 30/06/2017 - 30/06/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -3.2% 6.1%
2017 8.8% 4.6% -2.0% 1.3% 4.8%
2016 5.8% 5.8% 6.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Czech Republic
  4. Denmark
  5. Finland
  6. France
  7. Germany
  8. Greece
  9. Hungary
  10. Italy
  11. Liechtenstein
  12. Luxembourg
  13. Netherlands
  14. Norway
  15. Portugal
  16. Singapore
  17. Spain
  18. Sweden
  19. Switzerland
  20. United Kingdom

Fund Info

  • Launch date28/01/2016
  • Share Class size363Mn
  • Base currencyUSD
  • ISIN LU1323610961

Purchase Info

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

Charges

  • Annual management1.44%
  • 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).