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UBS (Irl) Global Eq Long Shrt EUR I B Acc

Ranked 102 out of 183 in - Long/Short Equity over 12 months
All calculations are in EUR unless stated

Managed by

Scott Wilkin

Scott Wilkin is head of global equity at UBS Asset Management, where, as lead portfolio manager, he is responsible for managing all Global Intrinsic Value portfolios. Before joining the firm in 2003, Wilkin spent seven years as a securities analyst covering the medical device industry. He is also a member of the Investments Committee to the board of the American Diabetes Association (ADA).

Objective

The fund aims to preserve and grow capital with low correlation to equity market returns.

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

Performance

Long/Short Equity over : 31/12/2016 - 31/12/2017
  • Rank 102/183 Total Return
  • Rank 97/183 Standard Deviation
  • Rank 118/183 Max Drawdown
Fund Name Currency Risk
95 Danske Invest SICAV - Europe Absolute A EUR

4.4

96 Prosper Stars & Stripes P EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

4.4

97 UBS (Irl) Global Eq Long Shrt EUR I B Acc EUR

4.5

98 Invesco Pan European Equity Long/Short Fund A-Acc EUR

4.6

99 First Private Dynamic Equity Allocation A EUR

4.6

99 JPM US Select Long-Short Equity D (perf) Acc EUR H

Currency exposure is hedged

Currency exposure is hedged

EUR

4.6

Total Return

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
2017 2.9% -2.3% 0.8% 5.1% -0.7%
2016 4.9% -1.4% 0.1% 2.4% 3.8%
2015 1.8% 2.4% 2.0% -4.4% 1.9%
2014 11.9% -0.1% 3.1% 3.6% 5.0%
2013 15.1% 5.4% 1.1% 3.2% 4.6%
2012 3.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France
  2. Ireland
  3. Switzerland
  4. United Kingdom

Fund Info

  • Launch date28/08/2012
  • Share Class size28Mn
  • Base currencyEUR
  • ISIN IE00B85KLG36

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management0.00%
  • Initial investment0

Related News

UBS AM global equity head exits

Long/short specialist leaves after more than eight years with the firm, having been reunited with former colleague Charles Burbeck in 2013.

Financial equity specialist leaves UBS

Former outperforming manager and insurance sector expert departs Swiss group to join US group, Citywire Global understands.

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