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Ubs (lux) Equity Fund - European Opportunity Sustainable (eur) U-x-acc (0P0000M2PL)

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39,185.770 -136.450    -0.35%
27/06 - Closed. Currency in EUR ( Disclaimer )
Type:  Fund
Market:  Luxembourg
Issuer:  UBS Fund Management (Luxembourg) S.A.
ISIN:  LU0401339337 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 459.97M
UBS Lux Equity Fund - European Opportunity EUR U-X 39,185.770 -136.450 -0.35%

Ubs (lux) Equity Fund - European Opportunity Sustainable (eur) U-x-acc Overview

 
On this page you'll find an in-depth profile of Ubs (lux) Equity Fund - European Opportunity Sustainable (eur) U-x-acc. Learn about the key management, total assets, investment strategy and contact information of 0P0000M2PL among other information.
Category

Europe Large-Cap Blend Equity

Total Assets

459.97M

Expenses

0.04%

Inception Date

Oct 16, 2009

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. UBS Asset Management categorises this sub-fund as a Sustainability Focus Fund. This sub-fund promotes environmental and/or social characteristics and complies with Article 8 of Regulation (EU) 2019/2088 on sustainability-related disclosures in the financial services sector (“SFDR”). The actively managed sub-fund mainly invests in shares and other equity interests of companies that are domiciled or chiefly active in Europe. These investments may be complemented by shares and equity interest of companies that are domiciled or chiefly active outside of Europe. As part of this investment, the sub-fund may also invest directly or indirectly (i.e. up to 10% of the net assets in open-ended investment funds) in European small and/or mid caps.

Contact Information

Address 33A, avenue J.-F. Kennedy, L-1855 Luxembourg
Luxembourg, L-1855
Luxembourg
Phone +352-441 0101

Top Executives

Name Title Since Until
Jeremy Leung - 2011 Now
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.
Maximilian Anderl - 2011 Now
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.
Richard Williams Portfolio Manager 2016 2017
Mears Neil - 2004 2011
Management Team - 1990 2004
Biography Team Managed
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