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The objective of the Sub-Fund is to achieve long-term capital growth by investing in a diversified portfolio of equities of companies domiciled in the United States of America and listed on any recognised national stock market. Investments in shares of companies listed in the United States of America but domiciled outside of the United States of America are permitted, provided the largest portion of the companies' business is being generated within the United States of America. Furthermore, at least 51% of the value of the Sub-Fund will continuously be invested in Qualifying Equity Instruments.
Name | Title | Since | Until |
---|---|---|---|
Reine Säljö | - | 2022 | Now |
Fabian Irek | - | 2022 | Now |
Andreas Homberger | - | 2022 | 2022 |
Jan Angül | - | 2018 | 2022 |
Albert Rusch | - | 2018 | 2022 |
Tatjana Xenia Puhan | - | 2016 | 2019 |
Albert Rusch | - | 2012 | 2016 |
Franziska von Haase | - | 2012 | 2016 |
Sebastian Richner | - | 2012 | 2014 |
Biography | Sebastian is a Portfolio Manager in the Investment Solutions team, located in Zurich. His management duties extend to the UBS Strategy Funds, one of Europe's largest asset allocation family of funds. Prior to UBS, Sebastian was working 8 years at Swiss Life Asset Managers in the Asset Allocation and Equity department. His last role was lead PM for Strategy Funds. Before he was working several years for different financial service companies in Zurich. Sebastian earned the professional designation of Certified International Investment Analyst (CIIA), Certified International Wealth Manager (CIWM) and Swiss-Certified Financial Planner |
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