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UBS (Lux) Eq S - USA Growth (USD) P-acc

Ranked 54 out of 889 in - US over 12 months
All calculations are in USD unless stated

Managed by

Peter Bye

Peter Bye is a portfolio manager on UBS Asset Management's US Large and Mid-Cap Growth Equity team. In addition to his portfolio management responsibilities, he is responsible for analysis and issue selection in the healthcare sector. Bye joined UBS in 2010 after 12 years in equity research on the sell side, covering healthcare securities at Cowen & Co., Citigroup, Wachovia and, most recently, Jefferies and Co.

Objective

The investment fund invests mainly in shares of US companies that show above-average earnings growth. Based on a thorough review of companies in terms of growth criteria, the fund manager combines carefully selected equities of various companies in different countries and sectors with the objective of exploiting interesting return opportunities while keeping risks under control.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

US over : 31/12/2016 - 31/12/2017
  • Rank 54/889 Total Return
  • Rank 596/889 Standard Deviation
  • Rank 125/889 Max Drawdown
Fund Name Currency Loss
125 LGT Select Equity North America (USD) B USD

-0.1%

125 RBC Private U.S. Large-Cap Core Equity CN Pl Sr O

Currency exposure is hedged

Currency exposure is hedged

CAD

-0.1%

125 Santander Seleccion RV Norteamerica, FI USD

-0.1%

125 BGF US Growth A2RF USD USD

-0.1%

125 UBS (Lux) Eq S - USA Growth (USD) P-acc USD

-0.1%

Total Return

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
2017 30.3% 10.3% 6.1% 4.5% 6.7%
2016 -4.1% -4.8% -1.6% 5.4% -2.9%
2015 5.8% 2.5% 0.0% -6.2% 10.0%
2014 9.7% 0.6% 4.1% 1.7% 3.1%
2013 33.3% 7.6% 1.2% 11.3% 10.0%
2012 16.2% 18.8% -7.3% 6.8% -1.3%
2011 -0.2% 5.8% 1.6% -14.4% 8.4%
2010 13.0% 1.7% -12.2% 13.9% 11.1%
2009 46.4% -0.3% 16.8% 12.8% 11.5%
2008 -39.1% -8.4% 3.8% -16.9% -22.9%
2007 16.0% 1.4% 5.7% 8.8% -0.5%
2006 3.7% 1.5% -8.5% 5.8% 5.6%
2005 13.7% -4.2% 4.2% 7.8% 5.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Finland
  4. France
  5. Germany
  6. Greece
  7. Hong Kong
  8. Iceland
  9. Italy
  10. Korea
  11. Liechtenstein
  12. Luxembourg
  13. Malta
  14. Netherlands
  15. Norway
  16. Portugal
  17. Singapore
  18. Spain
  19. Sweden
  20. Switzerland
  21. Taiwan
  22. United Kingdom

Fund Info

  • Launch date08/10/2004
  • Share Class size529Mn
  • Base currencyUSD
  • ISIN LU0198837287

Purchase Info

  • Min. initial investment0.001
  • Min. regular additional investment0

Charges

  • Annual management1.63%
  • Initial investment1.63

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD).