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

Ranked 20 out of 59 in - Aggressive EUR over 12 months
All calculations are in CHF unless stated

Managed by

Philip Brides

Philip Brides was appointed co-head of the Investment Solutions Portfolio Management team at UBS Asset Management in January 2017. He is jointly responsible for the oversight of all multi-asset and solution mandates. Brides joined UBS from BlackRock in 2014. He is a member of the CFA Institute and also holds the Investment Management Certificate (IMC) and the Chartered Alternative Investment Analyst (CAIA) designation.

Objective

The aim of the investment policy is to generate optimal capital growth in terms of the currency of account. Investments are mainly made worldwide in on a broadly diversified basis in bonds and equities, with the majority of fund assets generally invested in 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 or other cost-efficient instruments with the aim of ensuring the cost-efficient character of the fund.

Showing fund performance in Switzerland View performance globally

Performance

Aggressive EUR over : 30/04/2017 - 30/04/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -2.2%
2017 17.6% 4.2% 1.5% 6.3% 4.6%

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 LU1513787652

Purchase Info

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

Charges

  • Annual management0.64%
  • Initial investment0.64

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