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UBAM (CH) Swiss Small and Mid Cap Equity A

Ranked 1 out of 129 in - Switzerland over 12 months
All calculations are in CHF unless stated

Managed by

Martin Moeller

Martin Moeller was born in 1973 in Aschersleben, Germany. He gained a MA in banking and finance from the Frankfurt School of Finance and Management. He is a CFA charter holder since 2002. Martin joined UBP in 2006 where he is head of portfolio management equities (Swiss and Global products) and analyst equity research. Prior to this in 1992 he was an equity research analyst and portfolio manager responsible for credit research financial institutions at the Deutsche Bank. Outside of work Martin enjoys skiing, sailing, chess and music.

Eleanor Taylor Jolidon

Eleanor Taylor Jolidon was born in Edgbaston in the UK. She attended King's Canterbury, then Trinity College, Cambridge and the College of Europe, Natolin to study Modern and Medieval Languages and economics, law and politics. Eleanor started her career in 1993 as risk officer, CRO and portfolio manager at Banque Indosuez. In 1998 she became a management consultant at PricewaterhouseCoopers and in 2000 she worked in brokerage at Bank Sal. Oppenheim. Four years later she joined Independent Asset Management as a portfolio manager and equity analyst and currently works at Union Bancaire Privée in Swiss and global equity as the lead manager on all Swiss equity portfolios and deputy on global equity. Outside of fund management she sails, skis and cycles and enjoys the cinema, theatre and music.

Objective

The sub-fund aims in the medium term, to generate superior returns relative to the market shares of Swiss Small and mid caps as measured by the SPI Extra. The sub-fund is actively managed and the companies are chosen after a rigorous and diverse selection process. The sub-fund invests at least 51% of its assets in shares of companies which are part of the SPI Extra.

Showing fund performance in Switzerland View performance globally

Performance

Switzerland over : 31/10/2016 - 31/10/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 13.0% 8.2% 5.7%
2016 6.2% -2.8% 0.8% 8.6% -0.2%
2015 8.1% 6.2% -3.9% -2.5% 8.7%
2014 11.5% 6.4% 2.5% -1.1% 3.4%
2013 24.9% 12.8% -1.2% 5.5% 6.2%
2012 19.0% 8.8% -2.3% 6.7% 4.9%
2011 -12.9% 0.2% -3.6% -16.7% 8.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Switzerland

Fund Info

  • Launch date08/10/2010
  • Share Class size53Mn
  • Base currencyCHF
  • ISIN CH0117983723

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management1.15%

Related News

UBP Swiss equity stars reveal 2018 outlook and top stock picks

UBP portfolio managers Eleanor Taylor Jolidon and Martin Moeller explain where they see the biggest opportunities in small and mid caps.

On film: UBP Swiss equities head reveals her top three stock picks

Co-head of global and Swiss equities, Eleanor Taylor Jolidon, discusses why EMs are key to Swiss companies.

Swiss female fund managers on how to fix gender diversity gap

Citywire Switzerland speaks to female managers to get their view of the Swiss industry's gender inequalities.

UBP launches small and mid-cap Swiss equity fund

Geneva-based asset management firm unveils new strategy designed to tap market leaders operating in niche fields.

Don’t waste the weak euro, says Swiss equity star

Citywire A-rated Eleanor Taylor Jolidon says Swiss companies worked smarter under a strong currency and eurozone firms must follow suit.

UBP unveils new fund for global equity chief

Swiss asset management group hands new approach to Citywire + rated manager, Citywire Global can reveal.

UBP launches global equity income fund

Swiss group unveils Ucits-compliant version of long-running strategy to reach wider investor audience.

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