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This Fund Manager Rating is based on the Citywire Long Only ratings methodology

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Jörg Philipsen

Jörg Philipsen

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About 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.

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Citywire Rating: + rated

2013

  • SRated AA in Sep 2013
  • ORated AA in Oct 2013
  • NRated AA in Nov 2013
  • DRated AA in Dec 2013

2014

  • JRated AA in Jan 2014
  • FRated A in Feb 2014
  • MRated AA in Mar 2014
  • ARated A in Apr 2014
  • MRated Plus in May 2014
  • JRated A in Jun 2014
  • JRated Plus in Jul 2014
  • ARated Plus in Aug 2014
  • SNot rated in Sep 2014
  • ONot rated in Oct 2014
  • NNot rated in Nov 2014
  • DNot rated in Dec 2014

2015

  • JNot rated in Jan 2015
  • FNot rated in Feb 2015
  • MNot rated in Mar 2015
  • ANot rated in Apr 2015
  • MRated Plus in May 2015
  • JRated Plus in Jun 2015
  • JRated Plus in Jul 2015
  • ARated Plus in Aug 2015
  • SRated Plus in Sep 2015
  • ORated Plus in Oct 2015
  • NRated Plus in Nov 2015
  • DRated Plus in Dec 2015

2016

  • JRated Plus in Jan 2016
  • FRated Plus in Feb 2016
  • MRated Plus in Mar 2016
  • ARated Plus in Apr 2016
  • MRated Plus in May 2016
  • JRated Plus in Jun 2016
  • JNot rated in Jul 2016
  • ANot rated in Aug 2016
  • SNot rated in Sep 2016
  • ONot rated in Oct 2016
  • NNot rated in Nov 2016
  • DNot rated in Dec 2016

2017

  • JNot rated in Jan 2017
  • FNot rated in Feb 2017
  • MNot rated in Mar 2017
  • ANot rated in Apr 2017
  • MNot rated in May 2017
  • JNot rated in Jun 2017
  • JNot rated in Jul 2017
  • ANot rated in Aug 2017
  • SNot rated in Sep 2017
  • ONot rated in Oct 2017
  • NNot rated in Nov 2017
  • DNot rated in Dec 2017

2018

  • JNot rated in Jan 2018
  • FNot rated in Feb 2018
  • MNot rated in Mar 2018
  • ANot rated in Apr 2018
  • MNot rated in May 2018
  • JRated A in Jun 2018
  • JRated Plus in Jul 2018

Performance

Equity - Germany
over : 30/06/2017 - 30/06/2018

Total Return

Month by Month Performance

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -3.7% 3.0%
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 14.3% 17.0%
Citywire Discovery Source: Citywire Discovery Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated)..Portions of the information contained on this page was derived by Citywire Financial Publishers Ltd using content supplied by Lipper, A Reuters Company.