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

Ranked 27 out of 169 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 deliver a positive return over a three year timeframe by investing in equity markets. It aims to achieve this with a lower volatility than equity markets. The Fund uses a long-short equity strategy to exploit stock price anomalies in companies around the world, including emerging markets. e Fund will aim to take long positions in stocks that the investment manager deems to be undervalued by the market and short positions in stocks the investment manager deems to be overvalued. Companies are selected primarily based on fundamental research.

Showing fund performance in Chile View performance globally

Performance

Long/Short Equity over : 30/09/2017 - 30/09/2018
  • Rank 27/169 Total Return
  • Rank 138/169 Standard Deviation
  • Rank 89/169 Max Drawdown
Fund Name Currency Return
25 CS (Lux) Multi-Advisor Equity Alpha Fund FBH

Currency exposure is hedged

Currency exposure is hedged

EUR

4.7%

26 Lamartine Performance EUR

4.7%

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

4.4%

28 Alken Fund - Absolute Return Europe-H EUR

4.2%

29 Melchior Sel Trust European Absolute Ret I1 EUR

4.1%

Fund Name Currency Loss
87 JPM Europe Equity Absolute Alpha A (perf) Acc EUR EUR

-4.2%

88 Fonditalia Flexible Italy - R EUR

-4.2%

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

-4.3%

90 SWMC European B EUR EUR

-4.3%

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

Currency exposure is hedged

Currency exposure is hedged

EUR

-4.4%

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -1.0% 8.4% -2.0%
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 investment0.00%

Related News

UBS AM global equity head exits

Long/short specialist leaves after more than eight years with the firm, having been reunited with former colleague Charles Burbeck in 2013.

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).