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

Ranked 62 out of 222 in - Global Emerging Markets over 12 months
All calculations are in CHF unless stated

Managed by

Joe Elegante

Joseph Elegante is a senior portfolio manager on UBS Asset Management's Sustainable Investors team, and is a co-portfolio manager for several sustainable equity strategies, including the Global Sustainable Equity, Global Sustainable Impact, International Sustainable Equity, Emerging Market Sustainable and Long Term Themes Equity Portfolios. Elegante has more than 20 years of portfolio management experience and is based in Chicago. He is a CFA Charterholder and a member of both the CFA Institute and the CFA Society of Chicago.

Objective

The fund invests at least two-thirds of its assets, following the principle of risk diversification, in equities and other equity shares of companies that are domiciled or chiefly active in emerging markets. The Fund invests at least 70% in companies (innovators) whose products and services contribute to sustainable development in emerging markets by combining high potential returns and especially high environmental and societal value.

Showing fund performance in Switzerland View performance globally

Performance

Global Emerging Markets over : 30/06/2017 - 30/06/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -2.0% -1.8%
2017 23.5% 8.0% -2.2% 6.1% 10.3%
2016 9.8% 0.8% 3.8% 8.2% -2.9%
2015 -12.4% 0.6% -3.0% -12.8% 2.9%
2014 12.4% 1.0% 6.6% 2.1% 2.2%
2013 0.1% 5.8% -5.1% -3.9% 3.9%
2012 11.4% 9.3% -9.0% 6.3% 5.4%
2011 -37.3% -4.6% -15.2% -22.6% 0.1%
2010 -2.6% -1.0% -8.7% 7.5% 0.2%
2009 90.5% 8.1% 39.6% 8.5% 16.4%
2008 -20.8% -28.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Finland
  4. France
  5. Germany
  6. Italy
  7. Korea
  8. Liechtenstein
  9. Luxembourg
  10. Macau
  11. Netherlands
  12. Norway
  13. Portugal
  14. Singapore
  15. Spain
  16. Sweden
  17. Switzerland
  18. United Kingdom

Fund Info

  • Launch date02/06/2008
  • Share Class size09Mn
  • Base currencyUSD
  • ISIN LU0346595837

Purchase Info

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

Charges

  • Annual management1.63%
  • Initial investment3

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