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Ubs (lux) Equity Fund - Mid Caps Usa (usd) P-acc (0P00000AY4)
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3,900.410
+27.050
+0.70%
06/01 - Closed. Currency in USD
Type:
Fund
Market:
Luxembourg
Issuer:
UBS Fund Management (Luxembourg) S.A.
ISIN:
LU0049842262
Asset Class:
Equity
- Morningstar Rating:
- Total Assets: 214.18M
UBS (Lux) Equity Fund Mid Caps USA (USD) P acc
3,900.410
+27.050
+0.70%
- Overview
- Profile
- Historical Data
- Holdings
Ubs (lux) Equity Fund - Mid Caps Usa (usd) P-acc Overview
On this page you'll find an in-depth profile of Ubs (lux) Equity Fund - Mid Caps Usa (usd) P-acc. Learn about the key management, total assets, investment strategy and contact information of 0P00000AY4 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. 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”). This sub-fund invests at least 70% of its assets in shares and other equity interests of medium-sized companies that are domiciled or chiefly active in the country or region mentioned in its name. The market capitalisation of such medium-sized companies may not exceed that of the company with the largest market capitalisation in an index representative of medium-sized US companies. However, the sub-fund’s investment scope is not limited to the equities or other equity interests of companies included in indices that are representative of medium-sized US companies.
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 |
|---|---|---|---|
| Katie Thompson | - | 2024 | Now |
| John Strommen | - | 2022 | Now |
| Peter J. Bye | - | 2016 | Now |
| Biography | Peter Bye is a portfolio manager on the strategy. He has industry experience dating back to 1992 and has been with UBS since 2012. He is based in New York | ||
| Alia Aziz | Equity Analyst | 2022 | 2024 |
| Biography | Alia Aziz is an Investment Analyst on the US Large and mid-cap Growth Equity strategies as well as on the Digital Transformation Equity strategy, a Global Growth Equity strategy. Her coverage includes primarily the consumer sectors. Alia joined UBS in September 2020. She was previously Director of Global Strategy at Selina, a global hospitality and coworking company. She was the founding analyst at Spyglass Capital Management, a concentrated U.S. mid-cap long-only growth fund that launched in 2015. She has also been at AllianceBernstein, where she was a senior research analyst on the Emerging Markets Growth and International Large-Cap Growth team. Alia started her career as the sole analyst at Edgewood Management, a concentrated U.S. large-cap long-only growth fund. | ||
| Hajro Kadribeg | - | 2021 | 2022 |
| Eric Garfunkel | - | 2021 | 2022 |
| Alexis Freyeisen | - | 2019 | 2021 |
| Albert Tsuei | - | 2016 | 2021 |
| Biography | Albert Tsuei is the Lead Portfolio Manager for the strategy and a Senior Investment Analyst on the US Large Cap Growth Equity portfolio team covering the information technology sector. Prior to joining UBS Asset Management in 2002, Albert worked at IBM Research, Cisco Systems, CS First Boston and Morgan Stanley and Sun Microsystems. At Morgan Stanley, Albert performed fundamental equity research of the server hardware industry. At Cisco and Sun Microsystems, Albert held strategic management roles. He has published a paper in the Journal of Applied Corporate Finance on value creation in the computer industry. Albert has completed the Series 7 and 63 exams. Albert graduated from Cornell University with an AB in Computer Science and Mathematics. Additionally, he holds a MBA from the Kellogg School of Management at Northwestern University. | ||
| Grant Bughman | Client Portfolio Manager | 2016 | 2019 |
| Biography | Mr. Bughman joined Vontobel Asset Management in February 2019 as a Client Portfolio Manager where he is responsible for communicating the firm's philosophy, process, performance, portfolio positioning and risk management. Mr. Bughman joins Vontobel from UBS Asset Management (2005-2019) where he was Lead Client Portfolio Manager for active equities in the Americas, responsible for coverage of emerging market and U.S. growth equity strategies. He served as the primary media spokesperson for active equities, with market insights regularly featured on Bloomberg TV, CNBC, The Wall Street Journal and Financial Times. From 2000 to 2005, he held positions at SunAmerica Asset Management and AXA Advisors. He received a B.B.A. in Finance from James Madison University. In addition, Mr. Bughman holds the following FINRA License(s): Series 7 and Series 66. | ||
| Hywel Franklin | - | 2015 | 2016 |
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