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

Ranked 11 out of 19 in - Switzerland over 12 months
All calculations are in EUR unless stated

Managed by

Martin Schreiber

Martin Schreiber is a portfolio manager and analyst for Swiss equities at UBS and is based in Zurich. He is responsible for the Swiss Opportunity strategy. Additionally, he is responsible for the analysis of Swiss companies within the pharmaceuticals, medical technology, chemicals and steel sectors. Before joining UBS in April 2016, Schreiber worked for Zurich Cantonal Bank as team leader in Equity research, a role he took up in 2008, and was responsible for the health care, basic materials and oil & gas sectors. Prior to that, he was a partner at New Zurich Bank and covered pharmaceuticals and chemicals stocks. Schreiber started in investment management in 2000 at Credit Suisse as analyst for pharmaceuticals, biochemicals and chemicals stocks. After graduation in 1993 and completion of a doctoral thesis in organic chemistry, Schreiber founded a chemical production and services company in 1996. Schreiber is a CFA charterholder and an SFA securities representative.

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 : 30/09/2017 - 30/09/2018

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -5.8% 3.3% 6.3%
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 size47Mn
  • Base currencyCHF
  • ISIN LU0546265769

Purchase Info

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

Charges

  • Annual management1.20%
  • Initial investment3.00%

Related News

Ex-UBS equity outperformer joins local player

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).