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Ubs (ch) Equity Fund - Global Opportunity (usd) Q (0P0001702J)

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210.710 +2.080    +1.00%
24/12 - Closed. Currency in USD
  • Morningstar Rating:
  • Total Assets: 99.19M
Type:  Fund
Market:  Switzerland
Issuer:  UBS Fund Management (Switzerland) AG
ISIN:  CH0203275596 
Asset Class:  Equity
UBS CH Equity Fund - Global Opportunity USD Q 210.710 +2.080 +1.00%

0P0001702J Overview

 
On this page you'll find an in-depth profile of Ubs (ch) Equity Fund - Global Opportunity (usd) Q. Learn about the key management, total assets, investment strategy and contact information of 0P0001702J among other information.
Category

Global Large-Cap Growth Equity

Total Assets

99.19M

Expenses

1.04%

Inception Date

Nov 06, 2015

Investment Strategy

Very active fund management based on a concentrated equity portfolio (30 to 80 securities) that invests in selected global companies.|Compelling active security selection|Small and mid cap equities added to the portfolio|Market exposure may deviate from that of the benchmark to take account of market valuation.

Contact Information

Address 4051 Basel
Basel,Basel 4052
Switzerland
Phone +41 61 2884910
Fax +41-61-288 45 40

Top Executives

Name Title Since Until
Peter J. Bye - 2024 Now
Biography Peter Bye is a portfolio manager on the strategy. He has industry experience dating back to 1992 and has been with UBS since 2012. He is based in New York
Eric Garfunkel - 2024 Now
Katie Thompson - 2024 Now
Jeremy Leung - 2011 2024
Biography Jeremy Leung is Portfolio Manager on the Concentrated Alpha Equity team at UBS Asset Management. He is responsible for supporting the investment process and strategy communication for the team. Prior to undertaking his role in March 2011, Jeremy was a Quantitative Analyst within the Equities Group. He was responsible for conducting quantitative and fundamental research for the Group’s investment teams. He also worked extensively on the Group’s fundamental equity valuation model. Prior to joining UBS in 2007, Jeremy worked as a consultant for FactSet Research Systems. He was responsible for providing advice and support to large investment managers across Europe on various analytical tools for investing. Jeremy is a Regular Member of the CFA Society of the UK and the CFA Institute.
Maximilian Anderl - 2011 2024
Biography Maximilian Anderl is Head of Concentrated Alpha Equity within UBS Asset Managment and is the lead portfolio manager for the Global and European Concentrated Alpha long only and long / short strategies. Maximilian has worked on the Concentrated Alpha team and its distinctive approach and strategies since its inception in 2004, becoming head of that team in January 2011. Maximilian joined the European Equity Team in London in 2002, having joined UBS Asset Management, Zurich, in 2000 as an equity fund manager. In that role he was responsible for the retail funds and European client mandates. Prior to joining UBS, Maximilian worked in academic research, university teaching, research and development and corporate finance for the pharmaceutical industry. Maximilian is a Regular Member of the CFA Society of the UK and the CFA Institute.
Richard Williams Portfolio Manager 2016 2017
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