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

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

Ranked 59 out of 180 in - Long/Short Equity over 12 months
All calculations are in EUR unless stated

Managed by

Charles Burbeck

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 : 28/02/2016 - 28/02/2017
  • Rank 59/180 Total Return
  • Rank 97/180 Standard Deviation
  • Rank 71/180 Max Drawdown
Fund Name Currency Risk
95 Goldman Sachs Glo Eq Long Short Pf E Acc EUR-H

Currency exposure is hedged

Currency exposure is hedged

EUR

6.1

95 Jupiter JGF Europa L EUR B Acc EUR

6.1

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

6.2

98 BDL Rempart Europe C EUR

6.4

99 Silver Time LOQ Eqty Europe Patrimoine S EUR C EUR

6.4

Fund Name Currency Loss
69 Prosper Stars & Stripes P EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-3.2%

70 MLIS Fenician Eq Long Short UCITS EUR B Acc EUR

-3.3%

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

-3.3%

72 Nomura Permal Alpha Japan A EUR EUR

-3.4%

73 Bati Actions Optimum I EUR

-3.5%

Total Return

Quarterly Performance

to 01/01/2017 Annual Q1 Q2 Q3 Q4
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 size40Mn
  • 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).