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UBS Global Emerging Markets Opportunity I-B USD

Ranked 25 out of 836 in - Global Emerging Markets over 12 months
All calculations are in USD 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.

Geoffrey Wong

Geoffrey Wong is head of Global Emerging Markets and Asia Pacific Equities at UBS Asset Management. He joined UBS in 1997, having previously co-founded an Asian investment management firm. Wong has also previously served on the board of directors of the Singapore Exchange, the combined stock and futures exchange of Singapore. He is a member of the Singapore Society of Financial Analysts.

Objective

To achieve capital appreciation on a risk adjusted basis over the medium to long term. The Fund invests mostly in equities (common or preferred stock and warrants) or equity related instruments (such as American depositary receipts, Global depositary receipts, participation notes and equity linked notes) from global emerging /developing countries around the world. The investment manager has full discretion in selecting stocks, and selects stocks on their fundamental value, holding typically 20-40 stocks, representing the best ideas of the investment team.

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

Performance

Global Emerging Markets over : 31/12/2016 - 31/12/2017

Total Return

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
2017 47.9% 13.2% 8.0% 11.6% 8.4%
2016 12.3% 3.6% 0.1% 12.7% -3.9%
2015 -3.9% 6.6% 0.9% -13.2% 2.9%
2014 -1.4% -2.4% 6.2% -2.5% -2.5%
2013 -6.7% -2.8% -6.4% 4.2% -1.7%
2012 27.4% 18.3% -6.6% 8.9% 5.9%
2011 -17.2% 1.1% -0.2% -22.6% 6.0%
2010 19.7% 5.8% -9.4% 16.9% 6.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Finland
  2. France
  3. Germany
  4. Ireland
  5. Luxembourg
  6. Netherlands
  7. Norway
  8. Singapore
  9. Spain
  10. Sweden
  11. Switzerland
  12. United Kingdom

Fund Info

  • Launch date31/12/2009
  • Share Class size611Mn
  • Base currencyUSD
  • ISIN IE00B3L69P50

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management0.00%
  • Initial investment0

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