Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

UBS (Lux) Eq S - Emerg Mkts High Div (USD) P-a

Ranked 49 out of 223 in - Global Emerging Markets over 12 months
All calculations are in CHF unless stated

Managed by

Urs Antonioli

Urs Antonioli leads investment management and research for Emerging Europe, the Middle East and Latin America at UBS Asset Management. Antonioli began his financial career when he joined the UBS Zurich graduate training programme in 1994. He has now spent more than eight years in research activities, specialising in energy, telecommunications, basic materials and the technology sector. He took up his present position in August 2001.

Objective

The investment fund invests mainly in the stocks of companies in emerging economies across the globe which possess strong fundamental data and should therefore be in a position to pay out steady dividends. Working on the basis of well-grounded analyses by investment specialists worldwide, the fund manager combines carefully selected equities of various companies from various countries and sectors with the objective of exploiting interesting return opportunities while keeping the level of risk under control.

Showing fund performance in Switzerland View performance globally

Performance

Global Emerging Markets over : 30/09/2017 - 30/09/2018

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -0.8% -7.0% 2.7%
2017 25.4% 10.8% -1.6% 8.9% 5.6%
2016 13.0% 1.9% 1.3% 6.9% 2.5%
2015 -22.9% -4.2% -3.1% -13.9% -3.5%
2014 7.0% -0.6% 7.1% 1.1% -0.6%
2013 -8.8% 1.3% -8.8% 1.8% -3.1%
2012 15.0% 10.9% -2.7% 5.5% 1.0%
2011 -11.1% 9.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Finland
  4. France
  5. Germany
  6. Greece
  7. Hong Kong
  8. Iceland
  9. Italy
  10. Japan
  11. Korea
  12. Liechtenstein
  13. Luxembourg
  14. Netherlands
  15. Portugal
  16. Singapore
  17. Spain
  18. Sweden
  19. Switzerland
  20. Taiwan
  21. United Kingdom

Fund Info

  • Launch date31/05/2011
  • Share Class size67Mn
  • Base currencyUSD
  • ISIN LU0625543631

Purchase Info

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

Charges

  • Annual management1.76%
  • Initial investment3.00%

Related News

(Update) UBS clarifies PM roles on €1.1bn GEMs fund

Manager relinquishes role after seven years in the hot seat, Citywire has learned.

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