This Fund Manager Rating is based on the Citywire Long Only ratings methodology
Citywire Ratings are rewarded for risk adjusted outperformance of benchmarks we select independently More information on how Ratings are calculated
Ulrich Sperl
About Ulrich Sperl
Uli Sperl is a senior portfolio manager within the active equities team at UBS Asset Management. He is responsible for the management and strategy of convertible bond funds. Before joining UBS in 2005, he worked as a portfolio manager at Activest Investment in Munich. His responsibilities included global index-linked equity portfolios as well as European convertible bond portfolios. In 2008 Sperl completed the postgraduate Certified Rating Analyst programme at the Hochschule St. Gallen (HSG). Sperl is a member of the Swiss CFA Society and of the CFA Institute.
Runs institutional money
Funds Managed
Citywire Rating: A rated
Performance
| Manager | Return | ||
|---|---|---|---|
| 13 | Laurent Le Grin | -1.8% | |
| 14 |  |
Alain Eckmann |
-2.9% |
| 14 | |
Ulrich Sperl |
-2.9% |
| 16 | Jean-Edouard Reymond | -3.1% | |
| View full league table | |||
Total Return
Month by Month Performance
Quarterly Performance
| to 31/03/2018 | Annual | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|---|
| 2018 | -1.2% | ||||
| 2017 | 2.2% | 3.9% | 0.7% | 0.2% | -2.6% |
| 2016 | 3.7% | -3.2% | 0.3% | 3.6% | 3.1% |
| 2015 | 5.5% | 8.8% | -1.3% | -3.3% | 1.4% |
| 2014 | 0.9% | 3.1% | 0.8% | -3.3% | 0.4% |
| 2013 | 0.2% | 3.7% | 4.1% |
