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UNI-GLOBAL Equities US SA-USD

Ranked 1540 out of 1882 in - US over 12 months
All calculations are in USD unless stated

Managed by

Alexei Jourovski

Alexei Jourovski is a portfolio manager and head of equity at Unigestion based in Geneva. He joined the firm in 2001 and currently deals in equities, using a risk managed investment style. Alexei graduated from the University of Geneva with a BA in Economics.

Objective

The sub-fund offers the chance to take advantage of the opportunities that arise on North American equity markets. The sub-fund seeks to build up a portfolio offering the best possible ratio between the estimated risk and the expected return. The sub-fund invests according to an active approach which involves identifying the portfolio with the optimum estimated risk for the universe in question.

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

Performance

US over : 31/01/2017 - 31/01/2018
  • Rank 1540/1882 Total Return
  • Rank 697/1882 Standard Deviation
  • Rank 1398/1882 Max Drawdown

Total Return

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 16.1% 3.8% 0.9% 2.8% 7.8%
2016 8.4% 5.2% 2.1% -1.2% 2.1%
2015 -0.2% 0.6% -1.8% -3.7% 4.9%
2014 14.0% 1.1% 5.0% 0.5% 6.9%
2013 23.4% 12.2% -0.5% 2.7% 7.6%
2012 9.2% 7.6% 0.7% 2.0% -1.2%
2011 6.6% 3.9% 4.4% -8.8% 7.7%
2010 13.2% 4.8% -7.2% 9.6% 6.3%
2009 15.6% -9.6% 10.7% 9.0% 5.9%
2008 1.3% -3.0% -20.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date31/01/2008
  • Share Class size237Mn
  • Base currencyUSD
  • ISIN LU0334251120

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management1.38%
  • Initial investment1.3814

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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).