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Ubs (lux) Equity Sicav - Usa Growth (usd) (chf Hedged) P-acc (0P0000SOGZ)
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437.900
+0.870
+0.20%
21/11 - Closed. Currency in CHF
Type:
Fund
Market:
Luxembourg
ISIN:
LU0592661101
Asset Class:
Equity
- Morningstar Rating:
- Total Assets: 2.88B
UBS (Lux) Equity SICAV USA Growth (USD) (CHF hed
437.900
+0.870
+0.20%
- Overview
- Profile
- Historical Data
- Holdings
Ubs (lux) Equity Sicav - Usa Growth (usd) (chf Hedged) P-acc Overview
On this page you'll find an in-depth profile of Ubs (lux) Equity Sicav - Usa Growth (usd) (chf Hedged) P-acc. Learn about the key management, total assets, investment strategy and contact information of 0P0000SOGZ among other information.
Investment Strategy
The aim of the Sub-Fund is to achieve high growth with appropriate earnings, while giving due consideration to capital security and the liquidity of the Sub-Fund’s assets. Strategy The Sub-Fund may invest less than 30% of its total net asset value in instruments with loss-absorption features including contingent convertible debt securities. These instruments may be subject to contingent write-down or contingent conversion to ordinary shares on the occurrence of trigger event(s). The Sub-Fund may use financial derivative instruments for investment and hedging purposes.
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 |
| Eric Garfunkel | - | 2024 | Now |
| Peter J. Bye | - | 2015 | 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 | ||
| Albert Tsuei | - | 2015 | 2024 |
| 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. | ||
| Hajro Kadribeg | - | 2021 | 2023 |
| Alexis Freyeisen | - | 2019 | 2021 |
| Grant Bughman | Client Portfolio Manager | 2012 | 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. | ||
| Dan Neuger | Fixed Income Analyst | 2012 | 2015 |
| Biography | Mr. Neuger is an Executive Director of UBS Global AM. Prior to joining UBS Global AM in 2013, Mr. Neuger was a U.S. equity portfolio manager at Pinebridge Investments since 2004, most recently serving as Head of U.S., EU and Global Active Equities. Prior to joining Pinebridge, Mr. Neuger was a Fixed Income Analyst with Wells Capital Management in Minnesota. Mr. Neuger received his BA in Economics from Saint Olaf College and an MBA in Finance and Accounting from the University of Minnesota. | ||
| Sam E. Console | - | 2012 | 2013 |
| Biography | Sam is a member of the U.S. equity management team, serving as a senior equity portfolio manager and research analyst. He began his investment management career in 1996 with Societe Generale Group and joined UBS Global Asset Management in 1997 where he was responsible for providing research and analytical support for the Growth Equities Group. Prior to joining Rainier, Sam was a co-portfolio manager and senior consumer analyst on the UBS U.S. Large Cap Growth Equity team, responsible for analysis and issue selection focusing on the consumer discretionary and consumer staples sectors. Sam received a Bachelor of Arts in Finance from Texas A&M University. | ||
| Management Team | - | 2004 | 2012 |
| Biography | Team Managed | ||
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