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UBAM Global Equity Sustainable Growth A USD Cap

Ranked 22 out of 351 in - Global over 12 months
All calculations are in EUR unless stated

Managed by

Martin Moeller

Martin Moeller was born in 1973 in Aschersleben, Germany. He gained a MA in banking and finance from the Frankfurt School of Finance and Management. He is a CFA charter holder since 2002. Martin joined UBP in 2006 where he is head of portfolio management equities (Swiss and Global products) and analyst equity research. Prior to this in 1992 he was an equity research analyst and portfolio manager responsible for credit research financial institutions at the Deutsche Bank. Outside of work Martin enjoys skiing, sailing, chess and music.

Objective

This sub-fund invests its net assets primarily in equities and other similar transferable securities, in addition to, on an ancillary basis, warrants on transferable securities, convertible bonds or bonds with warrants on transferable securities, bonds and other debt securities, money market instruments, issued by companies worldwide, including emerging countries. This sub-fund seeks to invest primarily into stocks with exposure to growth opportunities. Investment concept is stock selection driven and focuses on companies with above market average revenue growth or improving growth rates as well as companies providing consistently economic value-add, i.e. sustainably earning their cost of capital.

Showing fund performance in Netherlands View performance globally

Performance

Global over : 30/06/2017 - 30/06/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -1.6% 6.6%
2017 18.4% 7.3% -0.4% 7.9% 2.7%
2016 0.3% -10.1% 1.7% 4.7% 4.7%
2015 -3.1% -11.8% 9.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Finland
  4. France
  5. Luxembourg
  6. Netherlands
  7. Portugal
  8. Spain
  9. Sweden
  10. Switzerland
  11. United Kingdom

Fund Info

  • Launch date02/02/2015
  • Share Class size19Mn
  • Base currencyUSD
  • ISIN LU1088691354

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

Related News

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The receiving strategy engages with companies on ESG issues as part of its core investment approach.

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