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Ubs (ch) Equity Fund - Small Caps Switzerland (chf) Q (0P00017111)

Switzerland

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159.190 -0.430 -0.27%

21/11 - Closed. Currency in CHF

Type: Fund

Market: Switzerland

Issuer: UBS Fund Management (Switzerland) AG

ISIN: CH0203271777

Asset Class: Equity

Morningstar Rating:
Total Assets: 272.66M

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Ubs (ch) Equity Fund - Small Caps Switzerland (chf) Q Overview

On this page you'll find an in-depth profile of Ubs (ch) Equity Fund - Small Caps Switzerland (chf) Q. Learn about the key management, total assets, investment strategy and contact information of 0P00017111 among other information.

Investment Strategy

Actively managed equity portfolio investing in Swiss small-cap companies.|Investments are predominantly made in companies with a market capitalisation of less than CHF 3 billion.|When selecting stocks, the portfolio management team focuses on companies' flexibility and their ability to innovate.|The fund is diversified across various sectors.

Contact Information

Address 4051 Basel
Basel,Basel 4052
Switzerland

Phone +41 61 2884910

Fax +41-61-288 45 40

Web www.ubs.com

Top Executives

Name	Title	Since	Until
Florian Töpfl	-	2019	Now
Tobias Schulte	-	2013	Now
Biography	Tobias Schulte leitet das Swiss Equities Team seit 2015 am Standort Zürich. In seiner Funktion ist er für das Research und die Portfolio-konstruktion verantwortlich. Er ist Portfolio Manager (PM) für die Swiss Small & Mid Cap Fonds und sein Bereich als Analyst sind die Sektoren Industrie, Technologie und Bau. Tobias Schulte trat 1995 dem ehemaligen Schweizerischen Bankverein als Länderanalyst bei und wechselte 1996 in die Anlageberatung, wo er die italienischen, britischen und skandi-navischen Märkte beobachtete und untersuchte. Vor seiner derzeitigen Position war er Account Manager in der Portefeuillekoordination der Gruppe Private Banking Investment Services Gruppe in Basel und Regional Account Manager für Lugano und Mailand. Nach seinem Studium sammelte Tobias Schulte 1993 am ifo Institut für Wirtschaftsforschung in München Erfahrungen als Analyst für Entwicklungsländer. 1994 wurde er von der Deutsch-Britischen Industrie- und Handelskammer in London zum Projektassistenten berufen.
Bernhard Lüthi	-	2010	Now
Biography	Bernhard Lüthi ist Portfolio Manager für Schweizer Aktien innerhalb des Swiss Equities Team am Standort Zürich. Er ist für die Portfoliokonstruktion des UBS (CH) Equity Fund – Swiss High Dividend (seit Mai 2011) und des UBS (CH) Equity Fund – Swiss Income (seit Dezember 2014) verantwortlich. Sein Bereich als Analyst sind die Sektoren Banken, Versicherungen und Immobilien. Bernhard startete im April 2007 bei UBS als Analyst für Europäische Mid–Cap Werte. Er war für die Primäranalyse von Europäischen Titeln aus den Sektoren, Banken, Versicherungen und Immobilien zuständig. Nach Abschluss seines Studiums im Jahr 1998 startete Bernhard Lüthi bei Credit Suisse Asset Management als Assistent Portfolio Manager im europäischen Aktien Team. 2001 arbeitete er mit dem Head Financial Research in London zusammen. Anschliessend wechselte er in das Europäische Aktienresearch der CSAM, wo er für die Primäranalyse von Europäischen Banken verantwortlich war. Zudem war er Mitglied des Globalen Sektorteams für Finanzwerte.
Christian Suter	-	2013	2019
Biography	Christian Suter is an Equity Specialist, based in Zurich. He works closely together with the equity investment teams of UBS Asset Management and is responsible for presenting equity strategies to clients, prospects and consultants, primarily focusing on our Swiss, Biotech and Healthcare strategies. Further Christian is the deputy portfolio manager for the Swiss High Dividend and Swiss Income strategies and acts as a member of the portfolio construction team for Swiss Equities. In addition Christian covers Swiss Small and Mid Cap Industrials as well as the Biotech sector as an analyst. In 2009, Christian joined UBS within the graduate training program for the second time, after he made his first experiences at UBS before University in UBS WM&SB and UBS Investment Bank.
Schulte Tobias	-	2007	2010
Alexander Galbiati	-	2007	2010
Biography	Alexander Galbiati ist Portfolio Manager für Schweizer Aktien innerhalb des Swiss Equities Team am Standort Zürich. Er ist für die Portfoliokonstruktion der Schweizer All Cap (seit Oktober 2010) und der Swiss Opportunity Strategie (seit April 2015) verantwortlich. Zusätzlich ist er in die Titelselektion von Schweizer Small & Mid Cap Produkten involviert. Weiter ist er hauptverantwortlich für die Analyse von Titeln in den Sektoren Konsumgüter- und Nahrungsmittel, Telekommunikation und Medien. Er war von 2002 bis 2010 für die Portfoliokonstruktion des Schweizer Small Cap und des Mid Cap Retail Fund zuständig und an der Titelselektion in weiteren Schweizer Fonds beteiligt. Zusätzlich zu seinen Verantwortungen im Schweizer Aktienteam war Alexander Galbiati von 2013 bis 2017 verantwortlicher Portfolio Manager der Solid Consumer Brands Strategie. Alexander Galbiati stiess im Jahr 2000 im Rahmen eines Praktikums zu UBS WM&BB und UBS Investment Bank. 2002 wechselte er zum Swiss Equities Team von UBS Asset Management in Zürich. Er ist Mitglied des CFA Institute.

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Recent Quotes

	Name	Price	Chg.	Chg. %
	UBS CH Equity Fun.	159.190	-0.430	-0.27%