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UBS (Lux) KSS- European Equities (EUR) P-acc

Ranked 4 out of 204 in - Europe over 12 months
All calculations are in EUR unless stated

Managed by

Steven Magill

Steve Magill is head of the European Value team at UBS Asset Management, managing around $5 billion of UK equities and £2.4 billion of European equities. Magill initially joined UBS in 1986, before taking a career break to study. He re-joined after gaining a first class degree in accounting to UBS as a UK equity portfolio manager. Having successfully built a track record as a PM, Magill moved to a European healthcare role as a senior analyst, progressing rapidly to take on the role of deputy head of Pan-European Research in 2007 and leading the Global Healthcare team. Magill re-joined the UK Equity Value team in 2009 as part of a managed succession plan, becoming head of the team in 2015. In 2017 his responsibilities were extended to managing the European equity Value strategies. Magill is a regular member of the CFA Society of the UK and the CFA Institute.

Objective

Equity fund focused on bottom-up active stock selection within Europe. The fund invests in selected European companies, primarily in the large-cap segment. Broad exposure to the European market is ensured via diversification across various countries and sectors. Investment decisions are based on a disciplined investment philosophy and fundamental research.

Showing fund performance in Netherlands View performance globally

Performance

Europe over : 31/05/2017 - 31/05/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -0.2%
2017 13.5% 3.7% 0.9% 7.5% 0.9%
2016 -1.1% -11.1% -0.2% 2.8% 8.5%
2015 5.7% 13.1% -2.3% -11.3% 7.9%
2014 4.1% 0.6% 4.3% 1.5% -2.3%
2013 13.4% 6.4% -4.5% 7.2% 4.0%
2012 19.2% 8.2% -1.0% 6.9% 4.0%
2011 -12.3% 0.2% -1.1% -19.1% 9.4%
2010 6.0% 4.0% -6.6% 6.3% 2.7%
2009 36.3% -8.7% 19.5% 19.3% 4.6%
2008 -43.4% -17.6% -5.6% -7.8% -21.0%
2007 -5.4% 1.6% 4.6% -4.8% -6.5%
2006 15.9% 6.9% -4.7% 6.5% 6.9%
2005 23.9% 4.4% 6.4% 7.2% 4.1%
2004 14.7% 3.2% 2.9% 0.6% 7.4%
2003 9.9% -16.7% 16.1% 3.2% 10.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Finland
  4. France
  5. Germany
  6. Greece
  7. Hungary
  8. Italy
  9. Liechtenstein
  10. Luxembourg
  11. Netherlands
  12. Norway
  13. Portugal
  14. Singapore
  15. Spain
  16. Sweden
  17. Switzerland
  18. United Kingdom

Fund Info

  • Launch date08/11/2002
  • Share Class size33Mn
  • Base currencyEUR
  • ISIN LU0153925689

Purchase Info

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

Charges

  • Annual management1.63%
  • Initial investment3

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