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Ubs (lux) Bond Sicav - Short Term Eur Corporates Sustainable (eur) I-x-acc (0P0000RVF4)
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121.920
+0.040
+0.03%
Type:
Fund
Market:
Luxembourg
Issuer:
UBS Fund Management (Luxembourg) S.A.
ISIN:
LU0396350547
Asset Class:
Bond
- Morningstar Rating:
- Total Assets: 412.25M
UBS Lux Bond SICAV - Short Term EUR Corporates EUR
121.920
+0.040
+0.03%
- Overview
- Profile
- Historical Data
- Holdings
Ubs (lux) Bond Sicav - Short Term Eur Corporates Sustainable (eur) I-x-acc Overview
On this page you'll find an in-depth profile of Ubs (lux) Bond Sicav - Short Term Eur Corporates Sustainable (eur) I-x-acc. Learn about the key management, total assets, investment strategy and contact information of 0P0000RVF4 among other information.
Category
Total Assets
412.25M
Expenses
0.03%
Inception Date
Nov 30, 2010
Investment Strategy
The sub-fund promotes environmental and social characteristics and fall under Article 8(1) of Regulation (EU) 2019/2088 on sustainability-related disclosures in the financial services sector. The actively managed sub-fund primarily invests in corporate bonds with short maturities from high-quality creditors (classified as “investment grade” by the established ratings agencies). The duration of the portfolios is continually adapted to the prevailing market situation, but may not exceed three years (“short term”). The sub-funds use the Bloomberg Euro Corporate Index 500mio+ 1-3yrs EUR benchmark as a reference for portfolio construction, performance evaluation, sustainability profile comparison and risk management purposes.
Contact Information
Address
33A, avenue J.-F. Kennedy, L-1855 Luxembourg
Luxembourg, L-1855
Luxembourg
Luxembourg, L-1855
Luxembourg
Phone
+352-441 0101
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Géraldine S. Haldi | - | 2023 | Now |
| Biography | Géraldine Haldi is a member of the fixed income team based in Zurich and is lead Portfolio Manager for several actively managed US dollar credit portfolios. In addition, Géraldine is managing passive single and multi-currency segregated mandates and funds. In that role she is also responsible for managing currency risk as well as executing FX transactions for the Zurich FI team. She joined UBS Asset Management as quantitative analyst in 2007 after graduating her master studies in finance and business administration in Basel. She moved to the portfolio manager role in 2011. | ||
| Anais Brunner | - | 2023 | Now |
| Leonardo Brenna | - | 2014 | Now |
| Biography | Leonardo Brenna is responsible for the strategy and management of EUR Money Market, EUR Short term, EUR Investment Grade Credit portfolios, mutual funds as well as segregated mandates at UBS Asset Management. Leonardo is a member of the Euro Corporate Strategy committee as well as the European Fixed Income Strategy committee. Additionally he is a member of the European Money Market committee which sets the strategies for all short duration mandates within EMEA. Leonardo joined the former Union Bank of Switzerland in 1992 to work in the fields of private banking, corporate finance and fixed income asset management. In 1996 he relocated to UBS Luxembourg to take up the position of Portfolio Manager (PM) for UBS money market funds and institutional clients. In 1998 he joined the Fixed Income team in Zurich as a PM. Throughout his career he has been managing money market and bond portfolios in a multitude of currencies and risk classes in the single currency area. | ||
| Martin Wiethüchter | - | 2021 | 2023 |
| Martine Wehlen-Bodé | - | 2014 | 2023 |
| Biography | Martine Wehlen-Bodé heads the EUR Corporate strategy team at UBS Asset Management. She is responsible for the strategy and management of EUR investment grade credit portfolios as well as for the corporate allocation of EUR aggregate mandates. Martine is in charge of Euro Corporate Strategy Meeting. Additionally, she is a member of the European Fixed Income Strategy group. After graduating from university in 1994, Martine completed an 18-month trainee programme in the area of fixed income investments at UBS Luxembourg SA. From there she went on to become a fixed income Portfolio Manager. She has since gained experience in portfolio management for all major currencies in the European single currency and multi-currency area. Additionally, she has managed various fixed income risk classes, from government to high yield; been responsible for EUR High Yield strategy and portfolio management (1999 to 2002); and was a driving force in setting up the EUR Corporate capability. | ||
| Anna-Huong Findling | - | 2014 | 2021 |
| Management Team | - | 2002 | 2010 |
| Biography | Team Managed | ||
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