Register to get unlimited access to Citywire’s fund manager database. Registration is free and only takes a minute.

UBAM Europe Equity IC EUR

Ranked 69 out of 125 in - Europe over 12 months
All calculations are in DKK unless stated

Managed by

Rob Jones

Rob Jones holds a degree in business studies from the University of Brighton. He started his career with the Central Finance Board of the Methodist Church as a trainee fund manager. Rob also worked for Royal Insurance Asset Management initially as a UK equities analyst before being promoted to assistant fund manager. He joined Threadneedle in 1996 as a fund manager and is worked in the pan European team. In 2010 he joined Union Bancaire Privée where he currently runs the UBAM European Equity Fund.

Scott Meech

London-based Scott Meech works at Union Bancaire Privée as co-head of European equities where he runs his strategies with a pragmatic investment style. Prior to joining UBP in 2010, he worked at Threadneedle Asset Management for 22 years as a portfolio manager and as the head of global resources research. Scott has a degree in economics from City University in London and is a CFA Charterholder. He was born in Bristol and outside of work his interests include rugby, the cinema, music and fishing.

Objective

This sub-fund invests its net assets primarily in equities and other similar transferable securities, in addition to, on an ancillary basis, warrants on transferable securities, convertible bonds or bonds with warrants on transferable securities, bonds and other debt securities, money market instruments, issued, for at least 75% of the net assets, by companies having their registered office, or carrying on a major part of their commercial activity, or as holding companies owning predominant interests in companies with their registered office in the European Union.

Showing fund performance in Denmark View performance globally

Performance

Europe over : 31/01/2017 - 31/01/2018

Total Return

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 10.5% 5.7% 0.5% 3.4% 0.6%
2016 -3.6% -10.5% -1.7% 4.0% 5.4%
2015 10.0% 17.0% -3.3% -7.7% 5.4%
2014 10.0% 4.4% 0.9% 1.6% 2.7%
2013 25.4% 6.2% -0.9% 9.0% 9.4%
2012 18.3% 8.7% -2.2% 6.2% 4.8%
2011 -8.0% -0.3% 0.9% -16.0% 9.0%
2010 17.6% 7.7% -5.2% 8.1% 6.5%
2009 42.2% -10.1% 26.1% 19.6% 5.0%
2008 -10.8% -17.6% -25.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Chile
  3. Denmark
  4. Finland
  5. France
  6. Germany
  7. Italy
  8. Luxembourg
  9. Netherlands
  10. Norway
  11. Singapore
  12. Spain
  13. Sweden
  14. Switzerland
  15. Taiwan
  16. United Kingdom

Fund Info

  • Launch date18/01/2008
  • Share Class size282Mn
  • Base currencyEUR
  • ISIN LU0132667782

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

Related News

Euro equity co-chief eyes new twist on emerging middle class story

Citywire A-rated Rob Jones believes the luxury trend is potentially played out and more day-to-day names can tap growth.

UBP’s Jones: my best bet among European domestic stocks

The Citywire + rated manager reveals how he’s playing the European recovery theme in his €715 million fund.

Insurers and healthcare stocks in a sweet spot, says UBP's Meech

The Swiss group's co-head of European equities has started to add significantly in the two sectors to capture the re-rating potential.

French labour reform lethargy hurting growth, says Euro equity chief

VIDEO: Citywire + rated manager Scott Meech contrasts the structural reform headway made by Spain and Ireland with France and Italy's poor efforts.

UBP unveils peripheral Europe equity fund

Swiss group targets recovery plays with fund aimed primarily at return to growth in the European region.

UBP's Meech: how Europe's quality airlines are fighting back

The European equity co-head says flag-carrying airlines are becoming winners again, while Spain will be at the forefront of the eurozone recovery.

China fixation has hallmarks of dotcom crash, say UBP duo

The ‘mad dash’ to gain access could leave a lot of people worse off, according to Rob Jones and Scott Meech.

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