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

Ranked 405 out of 3095 in - Global over 12 months
All calculations are in USD unless stated

Managed by

Scott Wilkin

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 : 30/04/2016 - 30/04/2017
  • Rank 405/3095 Total Return
  • Rank 1455/3095 Standard Deviation
  • Rank 1412/3095 Max Drawdown
Fund Name Currency Return
403 MGI Global Equity M-7 EUR USD

16.6%

403 Trilogy Global Diversified A EUR USD

16.6%

405 Magellan Global Hedged

Currency exposure is hedged

Currency exposure is hedged

AUD

16.6%

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

16.6%

407 UBS (Lux) Eq SICAV-Long Term Themes (USD) Pa USD

16.5%

407 Mercer Passive Global Equity CCF M1 GBP Hedged

Currency exposure is hedged

Currency exposure is hedged

GBP

16.5%

407 American Funds New Perspective Fund;A USD

16.5%

Total Return

Quarterly Performance

to 31/03/2017 Annual Q1 Q2 Q3 Q4
2017 5.8%
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
  • 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).