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

Ranked 20 out of 174 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.

Objective

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

Performance

Long/Short Equity over : 30/06/2017 - 30/06/2018
  • Rank 20/174 Total Return
  • Rank 103/174 Standard Deviation
  • Rank 18/174 Max Drawdown
Fund Name Currency Return
18 Hector SICAV Campsor Long Short Eq B EUR Cap EUR

9.7%

19 RWC Pensato Europa Absolute Return B EUR EUR

9.1%

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

8.9%

21 AB SICAV I-Select Absolute Alpha Pf S EUR H

Currency exposure is hedged

Currency exposure is hedged

EUR

8.9%

22 LF Odey Absolute Return EUR Hgd Inst Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

8.7%

Fund Name Currency Risk
101 AB SICAV I-Select Absolute Alpha Pf S EUR H

Currency exposure is hedged

Currency exposure is hedged

EUR

6.0

102 LM MC Euro Abs Alpha M (PF) EUR Dis (A) EUR

6.1

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

6.1

104 InRIS UCITS PLC-R Parus I EUR Hedged

Currency exposure is hedged

Currency exposure is hedged

EUR

6.2

105 AZ Fund 1 Active Selection A AZ FUND Acc EUR

6.3

105 Carmignac Long-Short European Equities A EUR Acc EUR

6.3

105 Alken Fund - Absolute Return Europe-H EUR

6.3

Fund Name Currency Loss
17 Lazard European Alternative C Acc EUR EUR

-1.6%

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

-1.7%

18 BNY Mellon Absolute Return Equity R EUR Hdg

Currency exposure is hedged

Currency exposure is hedged

EUR

-1.7%

20 Exane Funds 1 - Exane Pangea Fund A EUR

-1.7%

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -0.2% 4.7%
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 size74Mn
  • Base currencyEUR
  • ISIN IE00B5L0CB82

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • 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).