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

UBS (F) European Opportunity Unconstr PEA EUR R

Ranked 848 out of 1015 in - Europe over 12 months
All calculations are in EUR unless stated

Managed by

Max Anderl

Objective

The fund's objective is to outperform, over the recommended investment period, the MSCI Europe NR index. The fund invests primarily in equities of companies domiciled in Europe or whose principal activity is located in Europe.

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

Performance

Europe over : 30/11/2016 - 30/11/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 3.5% 0.6% 0.0%
2016 -12.6% -8.7% 1.4% -3.0% -2.8%
2015 16.9% 16.9% -1.2% -6.4% 8.1%
2014 4.4% -0.3% 3.4% -0.9% 2.3%
2013 22.5% 7.7% -1.4% 7.3% 7.6%
2012 20.5% 11.5% -1.4% 7.7% 1.8%
2011 -10.6% 0.7% 0.3% -18.7% 9.0%
2010 15.7% 6.5% -5.2% 6.2% 8.0%
2009 28.6% -8.6% 14.9% 16.7% 5.0%
2008 -40.1% -15.3% -1.0% -12.1% -18.7%
2007 -0.4% 3.3% 3.3% -3.8% -2.9%
2006 29.0% 15.3% -3.5% 6.3% 9.1%
2005 26.6% 4.9% 6.3% 11.4% 1.9%
2004 22.5% 5.6% 5.8% 2.1% 7.3%
2003 20.5% -9.4% 14.7% 4.7% 10.7%
2002 -23.6% 3.7% -9.6% -17.9% -0.7%
2001 -19.4% -12.4% 3.7% -21.2% 12.7%
2000 11.5% 18.2% -0.2% 2.2% -7.5%
1999 61.5% 10.4% 8.6% 0.7% 33.7%
1998 16.1% 17.9% 4.7% -18.2% 15.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France

Fund Info

  • Launch date14/01/1998
  • Share Class size54Mn
  • Base currencyEUR
  • ISIN FR0007016068

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

Related News

Consistent European equity stars lead by example

In an up and down period for European equities there are a handful of managers who consistently proved their worth. So who are the elite eight who have outperformed year after year?

De Fonclare eyes Europe's large cap cyclicals

Despite a bleak outlook for Europe's economies, AA-rated Jupiter manager Cedric de Fonclare is finding opportunities in large cap cyclical stocks.

Mixed fortunes for Schroders’ European equity recruits

Taking over from a widely-followed star fund manager is no easy task. Citywire’s head of research Jonathan Miller looks at the records of two managers who have just reached a significant anniversary on two high profile Schroders funds.

The most consistent European equity managers in Europe revealed

Citywire's exclusive analysis of the European equity sector reveals that 18 managers have outperformed the sector average for each of the last five years. Leading the way as the most consistent manager in Europe is a well known Parisian boutique founder.

Jupiter's de Fonclare says markets 'more challenging than 2000'

Jupiter's AA-rated European equity manager Cedric de Fonclare says current market conditions are more difficult than in 2000.

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