Register to get unlimited access to Citywire’s fund manager database. Registration is free and only takes a minute.

UBAM Global Equity Income AD EUR

Ranked 225 out of 244 in - Global Equity Income over 12 months
All calculations are in USD unless stated

Managed by

Martin Moeller

Martin Moeller was born in 1973 in Aschersleben, Germany. He gained a MA in banking and finance from the Frankfurt School of Finance and Management. He is a CFA charter holder since 2002. Martin joined UBP in 2006 where he is head of portfolio management equities (Swiss and Global products) and analyst equity research. Prior to this in 1992 he was an equity research analyst and portfolio manager responsible for credit research financial institutions at the Deutsche Bank. Outside of work Martin enjoys skiing, sailing, chess and music.

Objective

This sub-fund invests its net assets primarily in equities and other similar transferable securities, in addition to, on an ancillary basis, warrants on transferable securities, convertible bonds or bonds with warrants on transferable securities, bonds and other debt securities, money market instruments, issued by companies worldwide (including emerging countries). This sub-fund is selecting stocks world-wide, primarily companies which are expected to provide a solid balance sheet, a high dividend yield, a stable to growing payout ratio and whose core businesses faces little cyclicality.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

Global Equity Income over : 31/12/2016 - 31/12/2017
  • Rank 225/244 Total Return
  • Rank 187/244 Standard Deviation
  • Rank 201/244 Max Drawdown
Fund Name Currency Return
223 Deutsche Invest I Top Div LC USD

13.8%

224 Sarasin Global Higher Dividend (Stg Hedged) A Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

13.8%

225 UBAM Global Equity Income AD EUR USD

13.8%

226 Amundi Fds Equity Global Income - AU (C) USD

13.7%

227 JPM Global Equity Income A Inc GBP Hedged

Currency exposure is hedged

Currency exposure is hedged

GBP

13.7%

Total Return

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
2017 13.8% 4.3% 5.0% 3.1% 0.8%
2016 1.4% 0.1% 4.7% -4.2% 0.9%
2015 -1.5% 0.0% -1.8% -3.3% 3.7%
2014 -4.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Belgium
  2. Finland
  3. France
  4. Germany
  5. Luxembourg
  6. Netherlands
  7. Sweden
  8. Switzerland
  9. United Kingdom

Fund Info

  • Launch date31/07/2014
  • Share Class size00Mn
  • Base currencyEUR
  • ISIN LU1044353438

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

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