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Ubs (lux) Equity Fund - Euro Countries Opportunity Sustainable (eur) I-x-acc (0P0000Z5V2)
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246.390
-0.540
-0.22%
13/11 - Closed. Currency in EUR
Type:
Fund
Market:
Luxembourg
Issuer:
UBS Fund Management (Luxembourg) S.A.
ISIN:
LU0401311674
Asset Class:
Equity
- Morningstar Rating:
- Total Assets: 453.22M
UBS Lux Equity Fund - Euro Countries Opportunity E
246.390
-0.540
-0.22%
- Overview
- Profile
- Historical Data
- Holdings
Ubs (lux) Equity Fund - Euro Countries Opportunity Sustainable (eur) I-x-acc Overview
On this page you'll find an in-depth profile of Ubs (lux) Equity Fund - Euro Countries Opportunity Sustainable (eur) I-x-acc. Learn about the key management, total assets, investment strategy and contact information of 0P0000Z5V2 among other information.
Investment Strategy
The Fund’s investment objective consists in generating strong capital appreciation with a reasonable level of income, while giving due consideration to capital security and the liquidity of the Fund’s assets. The Sub-Fund which invests at least 70% of its assets in shares and other equity interests of companies that are domiciled or chiefly active in a Member State of the European Monetary Union ("EMU"). As part of the Portfolio Manager’s Sustainability Focus strategy, the Sub-Fund will maintain (i) a sustainability profile (as measured by its weighted average UBS ESG consensus score) that is higher than its benchmark’s sustainability profile or a weighted average UBS ESG consensus of between 7 and 10 (indicating a strong sustainability profile); and (ii) a Weighted Average Carbon Intensity (WACI) that is lower than that of its benchmark or a low absolute carbon profile (i.e. below 100 tonnes of CO2 emissions per million US dollars of revenues).
Contact Information
Address
5, rue Jean Monnet
Luxembourg,* L-2180
Luxembourg
Luxembourg,* L-2180
Luxembourg
Phone
+352 4 36 16 11
Fax
+352 4 36 16 1555
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Kevin Barker | - | 2024 | Now |
| Marie Paske | - | 2024 | Now |
| Xavier Lefranc | - | 2024 | Now |
| Maximilian Anderl | - | 2015 | 2024 |
| Biography | Maximilian Anderl is Head of Concentrated Alpha Equity within UBS Asset Managment and is the lead portfolio manager for the Global and European Concentrated Alpha long only and long / short strategies. Maximilian has worked on the Concentrated Alpha team and its distinctive approach and strategies since its inception in 2004, becoming head of that team in January 2011. Maximilian joined the European Equity Team in London in 2002, having joined UBS Asset Management, Zurich, in 2000 as an equity fund manager. In that role he was responsible for the retail funds and European client mandates. Prior to joining UBS, Maximilian worked in academic research, university teaching, research and development and corporate finance for the pharmaceutical industry. Maximilian is a Regular Member of the CFA Society of the UK and the CFA Institute. | ||
| Jeremy Leung | - | 2011 | 2024 |
| Biography | Jeremy Leung is Portfolio Manager on the Concentrated Alpha Equity team at UBS Asset Management. He is responsible for supporting the investment process and strategy communication for the team. Prior to undertaking his role in March 2011, Jeremy was a Quantitative Analyst within the Equities Group. He was responsible for conducting quantitative and fundamental research for the Group’s investment teams. He also worked extensively on the Group’s fundamental equity valuation model. Prior to joining UBS in 2007, Jeremy worked as a consultant for FactSet Research Systems. He was responsible for providing advice and support to large investment managers across Europe on various analytical tools for investing. Jeremy is a Regular Member of the CFA Society of the UK and the CFA Institute. | ||
| Richard Williams | Portfolio Manager | 2016 | 2017 |
| James Collyer | - | 2011 | 2011 |
| Richard Mears | Portfolio Manager | 2010 | 2011 |
| Biography | Rich is a member of the Fixed Income team with responsibility for fixed income security credit analysis. He joined PNC Capital Advisors, LLC or its predecessor in 2004, after spending five years as a financial analyst with National City Corporation's Institutional Asset Management division and over two years with Retirement Plan Services. Rich holds a B.S. from Miami University and an M.B.A. from Case Western Reserve University and is a CFA charterholder. | ||
| Gustav Biner | - | 1998 | 2010 |
| Michaela Tanner | - | 1998 | 2010 |
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