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UBS (Lux) KSS - Global Equities (USD) P-acc

Ranked 1905 out of 3206 in - Global over 12 months
All calculations are in USD 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 investment fund invests worldwide, mainly in a concentrated portfolio of equities of major companies. Working on the basis of well-grounded analyses by our investment specialists worldwide, the fund manager combines carefully selected equities of various companies from various countries and sectors with the objective of exploiting interesting return opportunities while keeping the level of risk under control.

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

Performance

Global over : 31/12/2016 - 31/12/2017
  • Rank 1905/3206 Total Return
  • Rank 681/3206 Standard Deviation
  • Rank 1/3206 Max Drawdown

Total Return

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
2017 21.5% 5.8% 3.1% 5.6% 5.5%
2016 4.5% -5.2% -2.5% 7.8% 4.8%
2015 -2.0% 0.2% 1.6% -9.5% 6.3%
2014 -1.1% 0.8% 4.2% -4.5% -1.4%
2013 25.8% 6.3% -0.4% 10.8% 7.2%
2012 15.3% 15.4% -9.2% 6.1% 3.7%
2011 -15.9% 3.0% -2.9% -22.5% 8.6%
2010 10.2% 2.8% -13.8% 13.9% 9.3%
2009 40.5% -9.4% 23.8% 18.9% 5.4%
2008 -41.7% -8.8% -2.6% -15.1% -22.8%
2007 -0.1% -0.2% 6.2% -1.0% -4.8%
2006 16.4% 4.9% -1.4% 4.8% 7.4%
2005 5.6% -1.6% 0.2% 4.7% 2.4%
2004 12.2% 0.5% 0.8% -0.9% 11.7%
2003 3.1% 13.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Denmark
  4. Finland
  5. France
  6. Germany
  7. Greece
  8. Italy
  9. Liechtenstein
  10. Luxembourg
  11. Netherlands
  12. Norway
  13. Portugal
  14. Singapore
  15. Spain
  16. Sweden
  17. Switzerland
  18. United Kingdom

Fund Info

  • Launch date25/04/2003
  • Share Class size19Mn
  • Base currencyUSD
  • ISIN LU0161942395

Purchase Info

  • Min. initial investment0.001
  • Min. regular additional investment0

Charges

  • Annual management1.63%
  • Initial investment2

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.

UBS in double emerging market fund launch

The Swiss asset managers have launched two funds to invest in defensive and quality companies tapping emerging market consumption.

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