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The actively managed sub-fund uses a composite benchmark (see below) as reference for portfolio construction, performance evaluation and risk management purposes. For share classes with “hedged” in their name, currency-hedged versions of the relevant benchmark (if available) are used. Although part of the relevant portfolio may be invested in the same instruments and applying the same weightings as the relevant benchmark, the Portfolio Manager is not constrained by the relevant benchmark in terms of choice of instruments. The Portfolio Manager may use other instruments in pursuit of the investment strategy. The performance of the sub-funds may therefore differ considerably from the relevant benchmark in periods of high market volatility.
Name | Title | Since | Until |
---|---|---|---|
Nicole Goldberger | Vice President | 2024 | Now |
Biography | Nicole is a Portfolio Manager and Head of Growth Portfolios within the Investment Solutions team, based in New York. She is responsible for the management and investment oversight of all growth portfolios globally. In January 2020, Nicole joined UBS Asset Management from JPMorgan Asset Management's Multi-Asset Solutions team, where she was the lead portfolio manager responsible for managing Global Tactical Asset Allocation (GTAA) and balanced portfolios for institutional and retail clients. Prior to that, Nicole was a portfolio manager for a range of different multi-asset class solutions, including flexible total return portfolios with private markets, diversified benchmark-aware mandates, 529 age-based portfolios, inflation aware multi-strategy funds, liability-driven investment (LDI) portfolios and target date funds. Having spent over 16 years at JPMorgan, Nicole also focused on manager selection and portfolio construction across both traditional and alternative asset classes. Nicole is a CFA charterholder. In 2019, Nicole was named by Citywire as one of the best 30 female fund managers in the world. | ||
Calvin Kim | - | 2017 | Now |
Alistair Moran | Co-portfolio manager | 2017 | Now |
Biography | Alistair Moran is a Portfolio Manager within the Investment Solutions team at UBS Asset Management. His primary focus is on multi asset growth portfolios and currency strategies. As a member of the Investment Committee, Alistair also contributes to strategy setting across the full range of Investment Solutions capabilities. Alistair joined the firm in 2013 and was previously a Financial Regulator. His later roles involved the analysis of risks within the asset management industry and the supervision of asset management companies. Alistair is a member of the CFA Institute. | ||
Matthew Bance | - | 2019 | 2024 |
Jonathan Davies | Managing Director | 2017 | 2019 |
Biography | Jonathan Davies is Managing director of UBS AM since 2013, member of UBS AM’s investment solutions leadership team and head of currency for the division since 2009. He began his investment career in 1992 and has a MA from Keble College, Oxford, and an MSc from the University of London. | ||
Stephen Friel | - | 2016 | 2017 |
Gregor Hirt | - | 2017 | 2017 |
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