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UBS (Lux) KSS-Asian Equities (USD) P-acc

Ranked 9 out of 147 in - Asia Pacific Excluding Japan over 12 months
All calculations are in CHF unless stated

Managed by

Shou-Pin Choo

Shou-Pin Choo is a portfolio manager and technology sector analyst within the Global Emerging Markets and Asia Pacific Equities team at UBS Asset Management based in Singapore. Shou-Pin is also the research coordinator for Asia ex Japan. Prior to joining UBS Asset Management in 2000, Shou-Pin managed Asian equities at AIB Govett in Singapore. His previous industry experience includes positions as a central dealer and performance measurement specialist.

Objective

Equity fund focused on active stock selection, sector and country allocation within Asia (excl. Japan). The fund invests in selected Asian companies, primarily in the large-cap segment. Broad exposure to the Asian market is ensured via diversification across various countries and sectors. Investment decisions are based on a disciplined investment philosophy and careful fundamental research.

Showing fund performance in Switzerland View performance globally

Performance

Asia Pacific Excluding Japan over : 30/11/2016 - 30/11/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 12.8% 4.6% 10.8%
2016 4.2% -3.8% 0.7% 10.5% -2.7%
2015 0.6% 5.9% -1.2% -10.6% 7.5%
2014 16.3% -1.2% 6.9% 6.2% 3.7%
2013 -6.9% 3.4% -6.5% -3.3% -0.4%
2012 17.5% 10.8% -4.1% 9.0% 1.5%
2011 -17.3% -2.7% -7.5% -13.9% 6.7%
2010 3.4% 2.6% -3.8% 5.3% -0.5%
2009 74.0% 8.2% 31.6% 13.7% 7.4%
2008 -57.8% -27.4% -6.6% -15.8% -26.0%
2007 32.3% 3.5% 16.4% 11.5% -1.6%
2006 10.0% 10.6%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

30/06/2017

Top 10 Holdings

Stock Size
Samsung Electronics Co Ltd ORD 8.83
Tencent Holdings Ltd ORD 7.67
Alibaba Group Holding Ltd DR 6.19
China Construction Bank Corp ORD 4.11
Taiwan Semiconductor Manufacturing Co Ltd ORD 3.43
Ping An Insurance Group Co of China Ltd ORD 3.18
Bank Mandiri (Persero) Tbk PT ORD 3.04
Taiwan Semiconductor Manufacturing Co Ltd DR 2.69
Galaxy Entertainment Group Ltd ORD 2.64
Lotte Chemical Corp ORD 2.46
30/06/2017

Registered For Sale In

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

Fund Info

  • Launch date21/04/2006
  • Share Class size73Mn
  • Base currencyUSD
  • ISIN LU0235996351

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management1.63%
  • Initial investment2

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Asian equity veteran steps down from UBS

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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).