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UBS (Lux) Strategy Fd - Equity (CHF) P-acc

Ranked 315 out of 364 in - Global over 12 months
All calculations are in EUR unless stated

Managed by

Roland Kramer

Roland Kramer is a portfolio manager in the Investment Solutions team at UBS, based in Zurich. His management duties also extend to the UBS Strategy Funds, one of Europe’s largest asset allocation family of funds, and to currency overlay mandates for very large pension funds. Kramer joined UBS Global Asset Management in September 2013. Prior to this, he worked for UBS Investment Bank in Zurich as a fixed income trader, where he was responsible for the structured fixed income book. Before this, he started as trader assistant with the UBS Investment Bank on the fixed income trading desk in Zurich and Hong Kong. Roland earned the professional designation of Chartered Alternative Investment Analyst in 2014.

Objective

The investment fund invests globally and mainly in equities and other equity securities. The bond component is low. The fund is based on UBS's investment policy, the UBS House View. The fund manager combines carefully selected securities from various asset classes of different states and companies from different countries and sectors with the objective of exploiting interesting earnings opportunities and in doing so keeping the level of risk under control.

Showing fund performance in Netherlands View performance globally

Performance

Global over : 31/08/2017 - 31/08/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -4.2% 2.4%
2017 5.9% 5.7% 0.5% -1.2% 0.8%
2016 3.4% -5.7% 1.4% 3.6% 4.4%
2015 8.3% 18.2% -1.8% -10.9% 4.8%
2014 10.1% 2.2% 3.6% 1.6% 2.3%
2013 18.7% 9.9% -1.3% 4.4% 4.7%
2012 13.8% 9.4% -3.3% 5.0% 2.5%
2011 -7.4% -2.5% 1.7% -13.9% 8.6%
2010 21.2% 8.6% -3.4% 3.9% 11.1%
2009 21.6% -10.5% 12.8% 13.8% 5.8%
2008 -30.6% -10.7% -3.8% -5.4% -14.6%
2007 -5.8% -0.3% 3.1% -3.5% -5.0%
2006 8.2% 3.4% -4.4% 5.1% 4.1%
2005 20.7% 2.0% 4.8% 7.0% 5.6%
2004 6.1% 3.2% 1.8% -3.4% 4.6%
2003 8.8% -10.8% 10.3% 3.7% 6.6%
2002 -26.5% 2.0% -13.8% -18.2% 2.2%
2001 -13.5% -9.6% 2.8% -14.2% 8.5%
2000 1.6% 4.2% 0.4% -0.4% -2.5%
1999 29.8% 7.8% 10.9% -4.4% 13.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date04/04/1997
  • Share Class size199Mn
  • Base currencyCHF
  • ISIN LU0071007289

Purchase Info

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

Charges

  • Annual management1.54%
  • Initial investment3.00%

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