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UBS (Irl) Global Eq Long Shrt EUR I B Acc

Ranked 14 out of 171 in - Long/Short Equity over 12 months
All calculations are in EUR unless stated

Managed by

Scott Wilkin

Scott Wilkin is head of global equity at UBS Asset Management, where, as lead portfolio manager, he is responsible for managing all Global Intrinsic Value portfolios. Before joining the firm in 2003, Wilkin spent seven years as a securities analyst covering the medical device industry. He is also a member of the Investments Committee to the board of the American Diabetes Association (ADA).

Objective

The fund aims to preserve and grow capital with low correlation to equity market returns.

Showing fund performance in Latvia View performance globally

Performance

Long/Short Equity over : 31/05/2017 - 31/05/2018
  • Rank 14/171 Total Return
  • Rank 136/171 Standard Deviation
  • Rank 93/171 Max Drawdown
Fund Name Currency Return
12 Prosper Stars & Stripes I EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

11.4%

13 FP Argonaut Absolute Return EUR A Hdg Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

11.3%

14 UBS (Irl) Global Eq Long Shrt EUR I B Acc EUR

10.8%

15 SWMC European B EUR EUR

10.8%

16 Tages Anavon Global Equity L/S Ucits S EUR Cap EUR

9.6%

Fund Name Currency Risk
134 DNB Fund TMT Absolute Return A EUR EUR

7.6

135 Tactical Equity Overlay C

Currency exposure is hedged

Currency exposure is hedged

EUR

7.9

136 UBS (Irl) Global Eq Long Shrt EUR I B Acc EUR

8.0

137 DB Platinum IV Clinton Equity Strategies R1C-E EUR

8.1

138 MS Ascend UCITS I EUR EUR

8.1

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -1.0%
2017 2.9% -2.3% 0.8% 5.1% -0.7%
2016 4.9% -1.4% 0.1% 2.4% 3.8%
2015 1.8% 2.4% 2.0% -4.4% 1.9%
2014 11.9% -0.1% 3.1% 3.6% 5.0%
2013 15.1% 5.4% 1.1% 3.2% 4.6%
2012 3.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France
  2. Ireland
  3. Switzerland
  4. United Kingdom

Fund Info

  • Launch date28/08/2012
  • Share Class size01Mn
  • Base currencyEUR
  • ISIN IE00B85KLG36

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management0.00%
  • Initial investment0

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