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UBS (Lux) Equity S - German High Div (EUR) Pa

Ranked 5 out of 11 in - Germany over 12 months
All calculations are in CLP unless stated

Managed by

Jörg Philipsen

Jörg Philipsen is a member of the Pan European Small and Mid Cap team at UBS, based in Zurich. He is responsible for managing the UBS (Lux) Equity SICAV – German High Dividend Fund (launched mid 2012). In 2015 he joined the Pan European Small and Mid Cap team as portfolio manager and sector specialist for financials, real estate and utilities. Philipsen joined UBS Global Asset Management’s graduate trainee programme in January 2005, working within the Pan European Small and Mid Cap team. Following the 18 month programme he joined the thematic equity team, where he managed the UBS (Lux) Equity Fund – Financials Services for the following three years and the UBS (Lux) Equity Fund – Communications between July 2009 and September 2012. In addition, Philipsen was responsible for managing the UBS (Lux) Equity Fund – Infrastructure from May 2009 to May 2016. Philipsen is a Regular Member of the Swiss CFA Society and the CFA Institute.

Objective

The investment fund invests mainly in equities of German companies which possess strong fundamental data and should therefore be in a position to pay out steady dividends. Working on the basis of well-grounded analyses by our local investment specialists, the fund manager combines carefully selected equities of various companies and various sectors with the objective of exploiting interesting earnings opportunities while keeping the level of risk under control.

Showing fund performance in Chile View performance globally

Performance

Germany over : 31/03/2017 - 31/03/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -3.7%
2017 21.4% 7.6% 7.8% 5.4% -0.8%
2016 -6.3% -8.6% -7.2% 6.5% 3.8%
2015 16.9% 10.4% -0.6% -0.6% 7.1%
2014 4.9% 6.1% 4.3% -7.9% 2.9%
2013 50.6% -1.2% 14.0% 14.3% 17.0%
2012 7.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Chile
  4. Finland
  5. France
  6. Germany
  7. Greece
  8. Italy
  9. Liechtenstein
  10. Luxembourg
  11. Netherlands
  12. Spain
  13. Sweden
  14. Switzerland
  15. United Kingdom

Fund Info

  • Launch date13/07/2012
  • Share Class size20Mn
  • Base currencyEUR
  • ISIN LU0775052292

Purchase Info

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

Charges

  • Annual management1.44%
  • Initial investment1.44

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