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UBS (Lux) Eq Fd - Euro Co Opportunity (EUR) P-acc

Ranked 3 out of 27 in - EuroZone over 12 months
All calculations are in DKK 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

Very active fund management based on a concentrated equity portfolio that invests in selected eurozone companies. Compelling active security selection Small and mid cap equities added to the portfolio. Market exposure may also deviate from that of the benchmark to take account of market valuation.

Showing fund performance in Denmark View performance globally

Performance

EuroZone over : 30/06/2017 - 30/06/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -3.8% 5.4%
2017 11.1% 5.1% 2.5% 3.1% 0.1%
2016 -1.4% -7.4% -0.9% 3.8% 3.6%
2015 17.2% 18.3% -3.7% -3.3% 6.4%
2014 2.7% 3.3% -1.1% 0.2% 0.4%
2013 22.8% 7.4% -2.0% 6.0% 10.1%
2012 25.8% 10.1% -2.4% 10.4% 6.1%
2011 -15.0% 5.4% -1.3% -23.7% 7.2%
2010 3.4% 3.7% -9.6% 4.5% 5.6%
2009 30.1% -11.6% 16.2% 23.1% 2.9%
2008 -47.1% -17.9% -6.1% -15.4% -19.0%
2007 -1.0% 3.3% 5.4% -6.4% -2.8%
2006 15.7% 9.7% -6.9% 8.3% 4.5%
2005 32.3% 5.2% 9.8% 9.8% 4.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Chile
  3. Cyprus
  4. Denmark
  5. Finland
  6. France
  7. Germany
  8. Greece
  9. Hong Kong
  10. Italy
  11. Liechtenstein
  12. Luxembourg
  13. Malta
  14. Netherlands
  15. Norway
  16. Portugal
  17. Singapore
  18. Spain
  19. Sweden
  20. Switzerland
  21. United Kingdom

Fund Info

  • Launch date07/10/2004
  • Share Class size245Mn
  • Base currencyITL
  • ISIN LU0085870433

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).