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

Ranked 84 out of 226 in - Global Emerging Markets over 12 months
All calculations are in CHF unless stated

Objective

The fund invests worldwide in 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

Global Emerging Markets over : 30/11/2017 - 30/11/2018

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -0.6% -3.5% -4.3%
2017 41.0% 11.1% 2.5% 12.9% 9.7%
2016 16.2% 0.2% 2.3% 11.6% 1.6%
2015 -6.3% 1.5% -2.7% -11.2% 6.9%
2014 11.6% -1.7% 7.3% 3.4% 2.4%
2013 -11.1% 0.4% -8.5% -1.7% -1.6%
2012 14.3% 10.5% -4.7% 7.6% 0.8%
2011 -17.6% -1.3% -7.4% -18.1% 10.2%
2010 4.8% 4.3% -10.5% 9.0% 3.0%
2009 83.1% 7.3% 33.0% 13.3% 13.3%
2008 -57.9% -24.6% 3.9% -20.7% -32.2%
2007 32.9% 3.1% 14.7% 9.3% 2.8%
2006 21.2% 11.1% -11.0% 7.9% 13.6%
2005 59.4% 6.5% 13.5% 19.7% 10.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Switzerland

Fund Info

  • Launch date11/11/2004
  • Share Class size33Mn
  • Base currencyUSD
  • ISIN CH0018841327

Purchase Info

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

Charges

  • Annual management0.01%
  • 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).