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This Fund Manager Rating is based on the Citywire Long Only ratings methodology

Citywire Ratings are rewarded for risk adjusted outperformance of benchmarks we select independently More information on how Ratings are calculated

Roland Kramer

Roland Kramer

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About Roland Kramer

Roland Kramer is a portfolio manager in the investment solutions team for UBS Asset Management, based in Zurich. His management duties also extend to UBS strategy funds and to currency overlay mandates for very large pension funds. Roland joined UBS in September 2013. Prior to this, he worked for UBS Investment Bank in Zurich as a fixed income trader, where he was responsible for the structured fixed income book. Before this, he started as a trader assistant with the UBS investment bank on the fixed income trading desk in Zurich and Hong Kong.

Are you Roland Kramer?
Funds Managed
  1. UBS (CH) Strategy Fund Balanced (CHF) P
  2. UBS (CH) Strategy Fund Balanced (EUR) P
  3. UBS (CH) Strategy Fund Yield (CHF) P
  4. UBS (CH) Strategy Fund Yield (EUR) P
  5. UBS (Lux) SF Balanced (CHF) P-acc
  6. UBS (Lux) SF Balanced (EUR) P-acc
  7. UBS (Lux) SF Equity (EUR) I-A3-acc
  8. UBS (Lux) SF Fixed Income (CHF) P-acc
  9. UBS (Lux) SF Growth (CHF) P-acc
  10. UBS (Lux) SF Growth (EUR) P-acc
  11. UBS (Lux) SF Yield (CHF) P-acc
  12. UBS (Lux) SF Yield (EUR) P-acc
  13. UBS (Lux) SS Dyn Inc (USD) P-acc
  14. UBS (Lux) SS Income (CHF) P-acc
  15. UBS (Lux) SS Income (EUR) P-acc

Citywire Rating: Not Rated

2020

  • MNot rated in Mar 2020
  • ANot rated in Apr 2020
  • MNot rated in May 2020
  • JNot rated in Jun 2020
  • JNot rated in Jul 2020
  • ANot rated in Aug 2020
  • SNot rated in Sep 2020
  • ONot rated in Oct 2020
  • NNot rated in Nov 2020
  • DNot rated in Dec 2020

2021

  • JNot rated in Jan 2021

March 2017 - Starts managing first fund

Performance

over : 31/12/2017 - 31/12/2020
Rank 38/49 Mixed Assets - Balanced CHF
Manager Return
36 Sebastian Richner 5.3%
37 Karl Keller 5.1%
38 René Mozer 4.4%
38 Roland Kramer 4.4%
40 Axel Moser 4.4%
View full league table

Total Return

Month by Month Performance

Quarterly Performance

to 31/12/2020 Annual Q1 Q2 Q3 Q4
2020 1.9% -15.3% 10.1% 2.5% 6.6%
2019 12.4% 7.3% 1.8% -0.1% 2.9%
2018 -8.8% -2.6% -0.5% 1.3% -7.1%
2017 1.7% 2.5% 1.4%
Citywire Discovery Source: Citywire Discovery Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated)..