Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.
Register for email alerts
You're only seeing a fraction of our data
Registration is free and easy and gives you unlimited access to:
  • Over 15,000 full fund manager factsheets and career histories
  • Email updates covering the best performing fund managers
  • All the latest fund manager job moves
  • Investment analysis and our award winning editorial content
Register Sign in

UBS (CH) Inst Fd-Eq Emerging Markets Global I-X

Ranked 8 out of 222 in - Global Emerging Markets over 12 months
All calculations are in CHF unless stated

Objective

The fund invests worldwide in emerging markets. Market capitalisation and liquidity are the criteria which are very strongly considered. The selection of companies is mainly based upon the following quality criteria: strategic orientation, strength of market position, quality of management, soundness of earnings, growth potential and potential for improving shareholder value. Diversification is achieved via a mix of countries and sectors and therefore offers the investor an optimised risk/return profile. The fund seeks to achieve an excess performance relative to the benchmark by pursuing active asset allocation strategies across emerging markets and active stock selection within each market.

Showing fund performance in Switzerland View performance globally
Citywire

For news and performance for funds and managers available



Performance

Global Emerging Markets over : 30/06/2017 - 30/06/2018
  • Rank 8/222 Total Return
  • Rank 183/222 Standard Deviation
  • Rank 78/222 Max Drawdown
Fund Name Currency Return
6 Wellington Em Market Themes USD D Acc UnHgd CHF

18.3%
7 UBS Global Emerging Markets Opportunity I-B USD CHF

18.2%
8 UBS (CH) Inst Fd-Eq Emerging Markets Global I-X CHF

18.1%
9 Sands Capital Emerging Markets Growth A USD Acc CHF

17.3%
10 American Century SICAV-Emerging Mkts Eq B (x) USD CHF

16.7%
View full league table
Fund Name Currency Risk
181 HSBC GIF Global Emerging Markets Equity AD USD CHF

13.6
182 Nordea 1 - Stable Emerging Markets Equity BP USD CHF

13.7
183 UBS (CH) Inst Fd-Eq Emerging Markets Global I-X CHF

13.7
183 Fidelity Inst Sel Emerging Markets Equities Acc CHF

13.7
183 Cadmos- Em Mkts Engagement A CHF

13.7
View full league table
Fund Name Currency Loss
76 AZ Fund 1 Global Emerg Mkts Eq A AZ Acc CHF

-7.8%
77 Polar Capital Emerging Markets Income I USD Acc CHF

-7.9%
78 UBS (CH) Inst Fd-Eq Emerging Markets Global I-X CHF

-7.9%
79 RBC Funds (Lux) Emerging Markets Equity O USD C CHF

-7.9%
80 Nordea 1 - Emerging Markets Focus Equity BP USD CHF

-7.9%
View full league table

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -1.1% -3.5%
2017 41.0% 11.1% 2.5% 12.9% 9.7%
2016 16.2% 0.2% 2.3% 11.6% 1.6%
2015 -6.3% 1.5% -2.7% -11.2% 6.9%
2014 11.6% -1.7% 7.3% 3.4% 2.4%
2013 -11.1% 0.4% -8.5% -1.7% -1.6%
2012 14.3% 10.5% -4.7% 7.6% 0.8%
2011 -17.6% -1.3% -7.4% -18.1% 10.2%
2010 4.8% 4.3% -10.5% 9.0% 3.0%
2009 83.1% 7.3% 33.0% 13.3% 13.3%
2008 -57.9% -24.6% 3.9% -20.7% -32.2%
2007 32.9% 3.1% 14.7% 9.3% 2.8%
2006 21.2% 11.1% -11.0% 7.9% 13.6%
2005 59.4% 6.5% 13.5% 19.7% 10.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Switzerland

Fund Info

  • Launch date11/11/2004
  • Share Class size35Mn
  • Base currencyUSD
  • ISIN CH0018841327

Purchase Info

  • Min. initial investment0.001
  • Min. regular additional investment0

Charges

  • Annual management0.00%
  • Initial investment0

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