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

Ranked 25 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.


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


Global over : 31/08/2017 - 31/08/2018
  • Rank 25/119 Total Return
  • Rank 74/119 Standard Deviation
  • Rank 47/119 Max Drawdown
Fund Name Currency Risk
72 RVT Wachstum Fund EUR


73 MCVM Global Brands Fonds R H-EUR

Currency exposure is hedged

Currency exposure is hedged



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


75 LLB Aktien Fit for Life (CHF) EUR


76 Amundi Funds II Global Select A No Dis EUR EUR


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. Japan
  12. Liechtenstein
  13. Luxembourg
  14. Netherlands
  15. Norway
  16. Portugal
  17. Singapore
  18. Spain
  19. Sweden
  20. Switzerland
  21. United Kingdom

Fund Info

  • Launch date28/01/2016
  • Share Class size380Mn
  • Base currencyUSD
  • ISIN LU1323610961

Purchase Info

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


  • Annual management1.44%
  • Initial investment3.00%

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