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UBS (Irl) Global Eq Long Shrt EUR I B Acc

Ranked 10 out of 174 in - Long/Short Equity 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 fund aims to preserve and grow capital with low correlation to equity market returns.

Showing fund performance in Chile View performance globally

Performance

Long/Short Equity over : 30/06/2017 - 30/06/2018
  • Rank 10/174 Total Return
  • Rank 139/174 Standard Deviation
  • Rank 90/174 Max Drawdown
Fund Name Currency Return
8 Carmignac Long-Short European Equities A EUR Acc EUR

15.3%

9 FP Argonaut Absolute Return EUR A Hdg Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

14.1%

10 UBS (Irl) Global Eq Long Shrt EUR I B Acc EUR

12.0%

11 MS Alkeon UCITS I EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

11.0%

12 SWMC European B EUR EUR

10.9%

Fund Name Currency Risk
137 Majedie Asset Management Tortoise I Acc EUR

7.6

138 Planetarium Fund Anthilia Red A EUR

7.8

139 UBS (Irl) Global Eq Long Shrt EUR I B Acc EUR

7.8

140 LOF - Fundamental Equity L/S Sys.Hdg.Seed (EUR) MA

Currency exposure is hedged

Currency exposure is hedged

EUR

7.9

141 Odey Giano European R EUR Acc EUR

8.1

Fund Name Currency Loss
88 Rivoli Equity Fund EUR

-4.2%

89 LOF - Fundamental Equity L/S Sys.Hdg.Seed (EUR) MA

Currency exposure is hedged

Currency exposure is hedged

EUR

-4.2%

90 UBS (Irl) Global Eq Long Shrt EUR I B Acc EUR

-4.3%

91 SWMC European B EUR EUR

-4.3%

92 Schroder ISF European Eq Absolute Return C Acc EUR

-4.5%

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -1.0% 8.4%
2017 2.9% -2.3% 0.8% 5.1% -0.7%
2016 4.9% -1.4% 0.1% 2.4% 3.8%
2015 1.8% 2.4% 2.0% -4.4% 1.9%
2014 11.9% -0.1% 3.1% 3.6% 5.0%
2013 15.1% 5.4% 1.1% 3.2% 4.6%
2012 3.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France
  2. Ireland
  3. Switzerland
  4. United Kingdom

Fund Info

  • Launch date28/08/2012
  • Share Class size01Mn
  • Base currencyEUR
  • ISIN IE00B85KLG36

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management0.00%
  • Initial investment0

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).