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UBS (Lux) KSS - Global Equities (USD) P-acc

Ranked 119 out of 352 in - Global over 12 months
All calculations are in EUR unless stated

Managed by

Scott Wilkin

Scott Wilkin is head of global equity at UBS Asset Management, where, as lead portfolio manager, he is responsible for managing all Global Intrinsic Value portfolios. Before joining the firm in 2003, Wilkin spent seven years as a securities analyst covering the medical device industry. He is also a member of the Investments Committee to the board of the American Diabetes Association (ADA).

Objective

The investment fund invests worldwide, mainly in a concentrated portfolio of equities of major companies. Working on the basis of well-grounded analyses by our investment specialists worldwide, the fund manager combines carefully selected equities of various companies from various countries and sectors with the objective of exploiting interesting return opportunities while keeping the level of risk under control.

Showing fund performance in Netherlands View performance globally

Performance

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

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -3.1%
2017 6.7% 4.4% -3.4% 1.9% 3.8%
2016 7.6% -9.6% 0.0% 6.6% 11.7%
2015 9.2% 12.9% -2.1% -9.6% 9.3%
2014 12.6% 0.8% 4.9% 3.5% 3.0%
2013 20.4% 9.2% -1.6% 6.4% 5.3%
2012 13.5% 12.5% -4.7% 4.6% 1.2%
2011 -13.1% -2.7% -4.9% -16.3% 12.2%
2010 17.9% 9.0% -4.8% 2.2% 11.2%
2009 36.1% -5.2% 17.2% 14.1% 7.4%
2008 -38.7% -15.8% -2.0% -4.8% -22.0%
2007 -9.9% -1.2% 4.7% -5.9% -7.4%
2006 4.1% 2.3% -6.7% 5.8% 3.1%
2005 21.7% 2.9% 7.6% 5.1% 4.6%
2004 4.1% 3.1% 1.8% -2.9% 2.1%
2003 1.7% 4.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Denmark
  4. Finland
  5. France
  6. Germany
  7. Greece
  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 date25/04/2003
  • Share Class size18Mn
  • Base currencyUSD
  • ISIN LU0161942395

Purchase Info

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

Charges

  • Annual management1.63%
  • Initial investment3

Related News

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Financial equity specialist leaves UBS

Former outperforming manager and insurance sector expert departs Swiss group to join US group, Citywire Global understands.

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