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

Ranked 33 out of 169 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 deliver a positive return over a three year timeframe by investing in equity markets. It aims to achieve this with a lower volatility than equity markets. The Fund uses a long-short equity strategy to exploit stock price anomalies in companies around the world, including emerging markets. e Fund will aim to take long positions in stocks that the investment manager deems to be undervalued by the market and short positions in stocks the investment manager deems to be overvalued. Companies are selected primarily based on fundamental research.

Showing fund performance in Latvia View performance globally

Performance

Long/Short Equity over : 31/08/2017 - 31/08/2018
  • Rank 33/169 Total Return
  • Rank 131/169 Standard Deviation
  • Rank 92/169 Max Drawdown
Fund Name Currency Return
31 Schroder GAIA Sirios US Equity EUR Hdg A Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

6.1%

32 Silver Time LOQ Eqty Europe Patrimoine S EUR C EUR

6.0%

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

6.0%

34 Ennismore European Smaller Companies EUR EUR

5.9%

35 LM MC Japan Abs Alpha M (PF) EUR Dis (A) (H)

Currency exposure is hedged

Currency exposure is hedged

EUR

5.8%

Fund Name Currency Risk
129 Catella Nordic Long/Short Equity RC H-EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

7.8

130 Planetarium Fund Anthilia Red A EUR

7.9

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

8.0

132 AZ Fund 1 Active Selection A-AZ FUND Cap EUR

8.0

133 Kairos International Sicav - Italia P EUR

8.1

Fund Name Currency Loss
90 LOF - Fundamental Equity L/S Sys.Hdg.Seed (EUR) MA

Currency exposure is hedged

Currency exposure is hedged

EUR

-4.2%

91 Fonditalia Flexible Italy - R EUR

-4.2%

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

-4.3%

93 SWMC European B EUR EUR

-4.3%

94 AB SICAV I-Select Absolute Alpha Pf S EUR H

Currency exposure is hedged

Currency exposure is hedged

EUR

-4.6%

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -1.0% 8.4%
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 investment0.00%

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