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UBS (Lux) Strategy Fd - Equity (EUR) P-acc

Ranked 50 out of 119 in - Global over 12 months
All calculations are in EUR unless stated

Managed by

Roland Kramer

Roland Kramer is a portfolio manager in the Investment Solutions team at UBS, based in Zurich. His management duties also extend to the UBS Strategy Funds, one of Europe’s largest asset allocation family of funds, and to currency overlay mandates for very large pension funds. Kramer joined UBS Global Asset Management in September 2013. Prior to this, he worked for UBS Investment Bank in Zurich as a fixed income trader, where he was responsible for the structured fixed income book. Before this, he started as trader assistant with the UBS Investment Bank on the fixed income trading desk in Zurich and Hong Kong. Roland earned the professional designation of Chartered Alternative Investment Analyst in 2014.

Objective

The investment fund invests globally and mainly in equities and other equity securities. The bond component is low. The fund manager combines carefully selected securities from various asset classes of different states and companies from different countries and sectors with the objective of exploiting interesting earnings opportunities and in doing so keeping the level of risk under 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 -2.6% 2.1%
2017 14.3% 5.6% 1.9% 3.5% 2.6%
2016 4.8% -4.3% -0.7% 5.6% 4.4%
2015 3.1% 8.7% -2.2% -7.8% 5.2%
2014 6.1% 0.9% 3.2% 0.3% 1.6%
2013 18.4% 6.5% -0.8% 5.8% 5.8%
2012 13.8% 9.5% -4.2% 5.9% 2.5%
2011 -11.4% 1.0% -2.0% -17.4% 8.3%
2010 9.6% 4.4% -7.3% 5.7% 7.1%
2009 23.9% -10.4% 16.1% 14.3% 4.2%
2008 -39.0% -15.5% -3.1% -7.7% -19.3%
2007 -0.6% 0.5% 6.2% -2.9% -4.0%
2006 12.6% 5.6% -5.0% 5.7% 6.2%
2005 19.8% 2.4% 5.5% 6.1% 4.5%
2004 8.2% 2.9% 1.4% -1.6% 5.4%
2003 13.4% -10.7% 14.5% 1.6% 9.2%
2002 -30.0% 0.7% -15.6% -22.2% 5.8%
2001 -13.8% -8.9% 3.4% -17.7% 11.1%
2000 -5.5% 4.6% -2.4% -1.5% -6.0%
1999 40.8% 8.1% 14.3% -4.5% 19.3%
1998 2.5% 17.4% -4.9% -22.6% 18.5%
1997 1.3% -4.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Cyprus
  3. Czech Republic
  4. Finland
  5. France
  6. Germany
  7. Greece
  8. Iceland
  9. Italy
  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 date04/04/1997
  • Share Class size79Mn
  • Base currencyDEM
  • ISIN LU0073129206

Purchase Info

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

Charges

  • Annual management1.54%
  • Initial investment1.54

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