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

Ranked 17 out of 219 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.

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Performance

Global Emerging Markets over : 31/03/2017 - 31/03/2018
  • Rank 17/219 Total Return
  • Rank 202/219 Standard Deviation
  • Rank 180/219 Max Drawdown
Fund Name Currency Return
15 Fidelity Funds - Inst Emer Markets Eq I-ACC-USD CHF

25.7%
16 William Blair SICAV Emerging Markets Growth I CHF

25.7%
17 UBS (CH) Inst Fd-Eq Emerging Markets Global I-X CHF

25.6%
18 Wellington Emerging Markets Research Eq USD SC UnH CHF

25.6%
19 JPM Emerging Markets Opportunities A Acc USD CHF

25.0%
View full league table
Fund Name Currency Risk
200 Man Numeric Emerging Markets Equity I Acc EUR CHF

11.7
201 UBS (Lux) Eq S - Em Mkts Sustainable (USD) Pa CHF

11.7
202 UBS (CH) Inst Fd-Eq Emerging Markets Global I-X CHF

11.7
203 Deutsche Invest I Global Emerging Markets Eq LC CHF

11.8
204 TT Emerging Markets Unconstrained A2 CHF

11.8
View full league table
Fund Name Currency Loss
179 Goldman Sachs EMs Eq Pf Base USD CHF

-4.4%
180 UBS (CH) Inst Fd-Eq Emerging Markets Global I-X CHF

-4.5%
181 Amundi Fds Equity Emerging Focus - AU (C) CHF

-4.5%
182 Raiffeisen-Eurasien-Aktien R A CHF

-4.6%
View full league table

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -1.1%
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 size38Mn
  • 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).