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The aim of the investment policy is to seek optimal capital growth in terms of the currency of account. To this end, investments are made worldwide on a broadly diversified basis, mainly in bonds and equities, with the majority of Fund assets generally invested in equities. Thus, the investment risk of this sub-fund is typically higher than that of the Balanced sub-funds. In line with this investment policy, the sub-funds may invest in high yield bonds, emerging market bonds and commodities.
Name | Title | Since | Until |
---|---|---|---|
Daniel Hammar | - | 2021 | Now |
Sebastian Richner | - | 2017 | Now |
Biography | Sebastian is a Portfolio Manager in the Investment Solutions team, located in Zurich. His management duties extend to the UBS Strategy Funds, one of Europe's largest asset allocation family of funds. Prior to UBS, Sebastian was working 8 years at Swiss Life Asset Managers in the Asset Allocation and Equity department. His last role was lead PM for Strategy Funds. Before he was working several years for different financial service companies in Zurich. Sebastian earned the professional designation of Certified International Investment Analyst (CIIA), Certified International Wealth Manager (CIWM) and Swiss-Certified Financial Planner | ||
Roland Kramer | - | 2015 | Now |
Biography | Roland Kramer is a Portfolio Manager in the Investment Solutions team, based in Zurich. His management duties also extend to UBS Strategy Funds, one of Europe’s largest asset allocation family of funds, and to currency overlay mandates for very large pension funds. Roland joined UBS Global Asset Management in September 2013. Prior to this, he worked for UBS Investment Bank in Zurich as a fixed income trader, where he was responsible for the structured fixed income book. Before this, he started as trader assistant with the UBS Investment Bank on the fixed income trading desk in Zurich and Hong Kong. Roland earned the professional designation of Chartered Alternative Investment Analyst (CAIA®) in 2014. | ||
Daniel Rudis | - | 2020 | 2022 |
Nicole Fenner | - | 2016 | 2020 |
Marc Both | - | 2013 | 2017 |
Beat John | - | 2010 | 2016 |
Robert Hellstrand | - | 2013 | 2015 |
José Antonio Blanco | - | 2003 | 2013 |
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