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UBS (Lux) KSS - Active Alloc Bal (EUR) Pa

Ranked 16 out of 100 in - Balanced EUR over 3 months
All calculations are in CHF unless stated

Managed by

Philip Brides

Born in Cavan, Ireland in 1979, Philip Brides graduated from Trinity College, Dublin with a BA (Hons) Mathematics in 2002. Philip currently works as a portfolio manager at UBS running a number of mandates. He started his career at BlackRock (then Merrill Lynch Investment Managers) as an analyst directly from university, taking on fund manager responsibilities in 2005. Away from the office Philip enjoys rugby and the cinema and theatre.

Objective

The aim of the investment policy is to seek the best combination of interest income and capital growth in terms of the currency of account. The investments are mainly made worldwide on a broadly diversified basis in generally similar proportions of bonds and equities. The fund mainly invests in cost-efficient investment vehicles worldwide and may also use derivatives. Investments are mainly made using vehicles such as ETFs, index funds, futures, options, other exchange-traded or OTC derivatives.

Showing fund performance in Switzerland View performance globally

Performance

Balanced EUR over : 31/12/2016 - 31/03/2017

Total Return

Quarterly Performance

to 31/03/2017 Annual Q1 Q2 Q3 Q4
2017 3.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Finland
  4. France
  5. Germany
  6. Greece
  7. Italy
  8. Liechtenstein
  9. Luxembourg
  10. Netherlands
  11. Spain
  12. Sweden
  13. Switzerland
  14. United Kingdom

Fund Info

  • Launch date19/12/2016
  • Share Class size01Mn
  • Base currencyEUR
  • ISIN LU1513786415

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management0.60%
  • Initial investment2

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