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UBS (Irl) Inv Sel - Equity Opp L/S Fd I-B-a

Ranked 105 out of 179 in - Long/Short Equity over 12 months
All calculations are in EUR unless stated

Managed by

Max Anderl

Maximilian Anderl is head of concentrated alpha equity within UBS Asset Managment and is the lead portfolio manager for the Global and European Concentrated Alpha long only and long/short strategies. Anderl has worked on the Concentrated Alpha team since its inception in 2004, becoming head of that team in January 2011. Anderl joined the European Equity Team in London in 2002, having joined UBS Asset Management, Zurich, in 2000 as an equity fund manager. In that role he was responsible for the retail funds and European client mandates. Prior to joining UBS, Anderl worked in academic research, university teaching, research and development and corporate finance for the pharmaceutical industry. Anderl is a regular member of the CFA Society of the UK and the CFA Institute.


The Fund uses a long-short equity strategy to exploit stock price anomalies in companies around the world, buying long positions in stocks considered undervalued or attractive and selling short positions in overvalued or less attractive stocks. Companies are selected according to a combination of fundamental, quantitative and qualitative research, and the Fund will hold a relatively concentrated portfolio. The net market exposure of the Fund will vary according to market conditions.

Showing fund performance in Chile View performance globally


Long/Short Equity over : 28/02/2017 - 28/02/2018
  • Rank 105/179 Total Return
  • Rank 130/179 Standard Deviation
  • Rank 82/179 Max Drawdown

Total Return

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 0.9% -3.1% -0.1% -0.6% 4.9%
2016 -20.4% -9.9% 1.6% -6.3% -7.1%
2015 26.9% 11.5% -2.2% 11.1% 4.9%
2014 13.7% -1.5% 2.9% 9.8% 2.2%
2013 6.4% 10.6% -2.6% -8.2% 7.7%
2012 4.1% -5.3% 7.6% 6.8% -4.4%
2011 9.0% 0.6% 1.6% 7.0% -0.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Finland
  4. France
  5. Germany
  6. Ireland
  7. Luxembourg
  8. Netherlands
  9. Spain
  10. Sweden
  11. Switzerland
  12. United Kingdom

Fund Info

  • Launch date29/10/2010
  • Share Class size104Mn
  • Base currencyEUR
  • ISIN IE00B5L0CB82

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0


  • Annual management0.00%
  • Initial investment0

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