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UBS (Lux) Equity Fund - Mid Caps Europe (EUR) P-a

Ranked 1 out of 12 in - European Small & Medium Companies over 12 months
All calculations are in EUR unless stated

Managed by

Frank Manduca

Frank Manduca is head of the Pan European Small and Mid Cap team at UBS, based in Zurich. The team manages a wide range of small and mid cap portfolios based on a bottom-up investment approach. His daily responsibilities include the overall construction and management of a number of European Small and Mid Cap mandates. Manduca joined UBS Asset Management in 2002. Prior to this he managed a range of smaller companies portfolios at Gartmore Investment Managers, which he joined in 1990. Manduca began his career in 1985 as a stock broking analyst.

Objective

The investment fund primarily invests in equities of mediumcap companies from Europe which demonstrate a high level of flexibility and innovation. Working on the basis of well-grounded analyses by our local 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 : 30/06/2017 - 30/06/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -2.1% 7.3%
2017 18.9% 6.2% 2.6% 7.2% 1.9%
2016 -2.8% -4.5% -5.9% 5.7% 2.3%
2015 24.3% 15.7% 2.8% -4.9% 9.9%
2014 4.3% 4.3% -0.8% -2.0% 2.8%
2013 24.7% 7.9% -1.8% 9.9% 7.0%
2012 24.8% 14.9% -6.9% 10.8% 5.3%
2011 -18.0% -1.0% -0.3% -20.0% 3.8%
2010 27.6% 7.3% -6.6% 8.3% 17.6%
2009 40.7% -4.1% 20.5% 18.7% 2.6%
2008 -48.7% -13.8% 0.4% -19.6% -26.3%
2007 -3.2% 6.0% 4.7% -7.1% -6.1%
2006 25.3% 13.4% -6.2% 6.1% 11.0%
2005 33.8% 7.6% 6.1% 11.8% 4.9%
2004 18.1% 6.3% 3.2% -1.2% 9.0%
2003 22.9% -12.9% 19.7% 8.2% 9.0%
2002 -29.1% 7.2% -13.9% -23.9% 0.9%
2001 -11.7% -7.6% 3.8% -21.4% 17.2%
2000 -2.3% 6.8% -5.4% 3.9% -6.9%
1999 20.7% 0.7% 4.9% -2.4% 17.0%
1998 9.9% 26.6% 2.4% -21.2% 7.6%
1997 22.8% 10.9% 8.9% 4.7% -2.9%
1996 27.0% 11.7% 8.5% -3.7% 8.7%
1995 -2.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Cyprus
  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. Taiwan
  21. United Kingdom

Fund Info

  • Launch date20/01/1995
  • Share Class size81Mn
  • Base currencyXEU
  • ISIN LU0049842692

Purchase Info

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

Charges

  • Annual management1.54%
  • Initial investment1.54

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