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UBS (Lux) KSS - Active Alloc Bal (EUR) Pa

Ranked 36 out of 88 in - Balanced EUR over 12 months
All calculations are in EUR unless stated

Managed by

Philip Brides

Philip Brides was appointed co-head of the Investment Solutions Portfolio Management team at UBS Asset Management in January 2017. He is jointly responsible for the oversight of all multi-asset and solution mandates. Brides joined UBS from BlackRock in 2014. He is a member of the CFA Institute and also holds the Investment Management Certificate (IMC) and the Chartered Alternative Investment Analyst (CAIA) designation.

Objective

The aim of the investment policy is to seek the best combination of interest income and capital growth in terms of the currency of account. The investments are mainly made worldwide on a broadly diversified basis in generally similar proportions of bonds and equities. The fund mainly invests in cost-efficient investment vehicles worldwide and may also use derivatives. Investments are mainly made using vehicles such as ETFs, index funds, futures, options, other exchange-traded or OTC derivatives.

Showing fund performance in Netherlands View performance globally

Performance

Balanced EUR over : 31/07/2017 - 31/07/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -2.0% 2.4%
2017 4.9% 3.4% -0.7% 1.2% 1.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Finland
  4. France
  5. Germany
  6. Greece
  7. Italy
  8. Liechtenstein
  9. Luxembourg
  10. Netherlands
  11. Spain
  12. Sweden
  13. Switzerland
  14. United Kingdom

Fund Info

  • Launch date19/12/2016
  • Share Class size01Mn
  • Base currencyEUR
  • ISIN LU1513786415

Purchase Info

  • Min. initial investment0.001
  • Min. regular additional investment0

Charges

  • Annual management0.60%
  • Initial investment2.50%

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