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

Ranked 2 out of 17 in - Emerging Markets Asia over 36 months
All calculations are in CHF unless stated

Managed by

Manish Modi

Manish Modi is a portfolio manager within the Global Emerging Markets and Asia Pacific Equities team at UBS Asset Management, based in Singapore. Prior to joining UBS in 2004, he was head of research for Asian equities at Pioneer Investment Management in Singapore. Modi began his career at the World Bank in Washington DC, analysing the impact of developmental aid in South Asia.

Objective

The fund invests in Asian 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.

Showing fund performance in Switzerland View performance globally

Performance

Emerging Markets Asia over : 31/08/2015 - 31/08/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -2.0% -2.6%
2017 49.6% 13.8% 5.9% 12.7% 10.1%
2016 9.6% -2.9% 3.1% 11.6% -1.9%
2015 -2.0% 3.9% -3.7% -9.9% 8.7%
2014 21.0% -0.3% 6.9% 6.9% 6.2%
2013 -7.0% 2.5% -5.2% -3.9% -0.4%
2012 18.9% 9.9% -3.4% 8.9% 2.8%
2011 -13.3% -1.6% -6.2% -12.1% 6.9%
2010 4.9% 2.6% -3.2% 4.8% 0.7%
2009 76.9% 9.5% 28.5% 15.3% 9.0%
2008 -55.1% -26.1% -5.7% -14.2% -24.8%
2007 35.2% 2.6% 19.3% 12.4% -1.7%
2006 -9.9% 9.5% 10.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Switzerland

Fund Info

  • Launch date08/02/2006
  • Share Class size357Mn
  • Base currencyUSD
  • ISIN CH0023760694

Purchase Info

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

Charges

  • Annual management0.00%
  • Initial investment0.00%

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