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

Fund in focus: UBS’ CHF 1.7bn Global Emerging Markets Opportunity fund

A closer look at UBS’ Global Emerging Markets Opportunity fund

Fund managers:

UBS’ Global Emerging Markets Opportunity fund is co-managed by Urs Antonioli (pictured) and AA-rated Geoffrey Wong.

Antonioli also manages the UBS (CH) Equity Fund - EM High Dividend, UBS (Lux) Eq S - Emerg Mkts High Div and UBS (Lux) Eq S-Glob Emer Markets Opp funds.

Antonioli started his career at UBP in 1994, whereas Wong joined the Swiss bank in 1997 and he previously co-founded an Asian investment management firm and served on the board of directors of the Singapore Exchange.

Leave a comment!

Please sign in or register to comment. It is free to register and only takes a minute or two.

Fund managers:

UBS’ Global Emerging Markets Opportunity fund is co-managed by Urs Antonioli (pictured) and AA-rated Geoffrey Wong.

Antonioli also manages the UBS (CH) Equity Fund - EM High Dividend, UBS (Lux) Eq S - Emerg Mkts High Div and UBS (Lux) Eq S-Glob Emer Markets Opp funds.

Antonioli started his career at UBP in 1994, whereas Wong joined the Swiss bank in 1997 and he previously co-founded an Asian investment management firm and served on the board of directors of the Singapore Exchange.

Leave a comment!

Please sign in or register to comment. It is free to register and only takes a minute or two.

Fund performance:

Fund size: CHF 1.7 billion

Launch date: 31 December 2009

Returns over three years: 54.3% as of 30 September 2018

The fund invests in emerging markets worldwide and uses a bottom-up strategy to select stocks and focuses on long-term investments.

It has outperformed the sector average since February 2015.

Leave a comment!

Please sign in or register to comment. It is free to register and only takes a minute or two.

Portfolio construction:

IT: 28.59%

Financial services: 28.04%

Consumer discretionary: 11.44%

Materials: 10.43%

Energy: 6.90%

Consumer staples: 6.65%

Cash: 4.12%

Telecommunication services: 2.0%

Utilities: 1.83%

The fund primarily invests in IT, financial services and consumer discretionary. Financial services and cash are its biggest overweights.

The fund’s top holdings include Taiwan Semiconductor, Samsung and Alibaba.

Leave a comment!

Please sign in or register to comment. It is free to register and only takes a minute or two.