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Ubs (lux) Equity Sicav - Usa Growth (usd) (chf Hedged) Q-acc (0P00016HVT)

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240.680 +1.890    +0.79%
02/05 - Closed. Currency in CHF ( Disclaimer )
  • Morningstar Rating:
  • Total Assets: 1.63B
Type:  Fund
Market:  Luxembourg
Issuer:  UBS Fund Management (Luxembourg) S.A.
ISIN:  LU1240790045 
Asset Class:  Equity
UBS (Lux) Equity SICAV USA Growth (USD) (CHF hed 240.680 +1.890 +0.79%

0P00016HVT Overview

 
On this page you'll find an in-depth profile of Ubs (lux) Equity Sicav - Usa Growth (usd) (chf Hedged) Q-acc. Learn about the key management, total assets, investment strategy and contact information of 0P00016HVT among other information.
Category

Sector Equity Other

Total Assets

1.63B

Expenses

1.13%

Inception Date

Aug 06, 2015

Investment Strategy

This actively managed sub-fund is a securities fund that invests at least two thirds of its assets following the principle of risk diversification in equities or other equity interests of companies with their registered office in the US, holding companies that own majority interests in companies with their registered office in the US or companies that are chiefly active in the US. The investment process is based on a growth style approach. In other words, investments are largely made in companies which enjoy a competitive advantage and/or demonstrate above-average earnings growth potential. The sub-fund may also invest in other equity interests as permitted by the Articles of Incorporation of the Company and the investment policy and guidelines. This sub-fund promotes environmental and/or social characteristics and complies with Article 8 of Regulation (EU) 2019/2088 on sustainability-related disclosures in the financial services sector (“SFDR”).

Contact Information

Address 33A, avenue J.-F. Kennedy, L-1855 Luxembourg
Luxembourg, L-1855
Luxembourg
Phone +352-441 0101

Top Executives

Name Title Since Until
Albert Tsuei - 2015 Now
Biography Albert Tsuei is the Lead Portfolio Manager for the strategy and a Senior Investment Analyst on the US Large Cap Growth Equity portfolio team covering the information technology sector. Prior to joining UBS Asset Management in 2002, Albert worked at IBM Research, Cisco Systems, CS First Boston and Morgan Stanley and Sun Microsystems. At Morgan Stanley, Albert performed fundamental equity research of the server hardware industry. At Cisco and Sun Microsystems, Albert held strategic management roles. He has published a paper in the Journal of Applied Corporate Finance on value creation in the computer industry. Albert has completed the Series 7 and 63 exams. Albert graduated from Cornell University with an AB in Computer Science and Mathematics. Additionally, he holds a MBA from the Kellogg School of Management at Northwestern University.
Peter J. Bye - 2015 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
Hajro Kadribeg - 2021 2023
Alexis Freyeisen - 2019 2021
Grant Bughman Client Portfolio Manager 2012 2019
Biography Mr. Bughman joined Vontobel Asset Management in February 2019 as a Client Portfolio Manager where he is responsible for communicating the firm's philosophy, process, performance, portfolio positioning and risk management. Mr. Bughman joins Vontobel from UBS Asset Management (2005-2019) where he was Lead Client Portfolio Manager for active equities in the Americas, responsible for coverage of emerging market and U.S. growth equity strategies. He served as the primary media spokesperson for active equities, with market insights regularly featured on Bloomberg TV, CNBC, The Wall Street Journal and Financial Times. From 2000 to 2005, he held positions at SunAmerica Asset Management and AXA Advisors. He received a B.B.A. in Finance from James Madison University. In addition, Mr. Bughman holds the following FINRA License(s): Series 7 and Series 66.
Dan Neuger Fixed Income Analyst 2012 2015
Biography Mr. Neuger is an Executive Director of UBS Global AM. Prior to joining UBS Global AM in 2013, Mr. Neuger was a U.S. equity portfolio manager at Pinebridge Investments since 2004, most recently serving as Head of U.S., EU and Global Active Equities. Prior to joining Pinebridge, Mr. Neuger was a Fixed Income Analyst with Wells Capital Management in Minnesota. Mr. Neuger received his BA in Economics from Saint Olaf College and an MBA in Finance and Accounting from the University of Minnesota.
Sam E. Console - 2012 2013
Biography Sam is a member of the U.S. equity management team, serving as a senior equity portfolio manager and research analyst. He began his investment management career in 1996 with Societe Generale Group and joined UBS Global Asset Management in 1997 where he was responsible for providing research and analytical support for the Growth Equities Group. Prior to joining Rainier, Sam was a co-portfolio manager and senior consumer analyst on the UBS U.S. Large Cap Growth Equity team, responsible for analysis and issue selection focusing on the consumer discretionary and consumer staples sectors. Sam received a Bachelor of Arts in Finance from Texas A&M University.
Management Team - 2004 2012
Biography Team Managed
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