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UBS US Equity

Ranked 113 out of 867 in - US over 12 months
All calculations are in USD unless stated

Managed by

Thomas Digenan

With nearly two decades of investment industry experience under his belt, Thomas Digenan now manages the UBS US Equity Fund. He believes in investing in stocks with low prices and high intrinsic values. Born and Educated in the USA, Digenan is an expert in North America and is continually honing his skills to more ably produce consistent returns. Digenan takes his own psychological well being very seriously and puts ‘having a good time’ at the top of his list for things to do outside fund management. Born in 1964, he is the proud father of 5 children, and admits to having trouble keeping up with them.

Objective

This fund aims to achieve long-term capital growth through active management of a diversified portfolio invested primarily in US equities.

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

Performance

US over : 31/08/2016 - 31/08/2017
  • Rank 113/867 Total Return
  • Rank 378/867 Standard Deviation
  • Rank 166/867 Max Drawdown
Fund Name Currency Loss
166 Highstreet US Equity Pooled USD

-1.8%

166 UBS US Equity B USD

-1.8%

166 JPMorgan SAR American Fund - Class A USD

-1.8%

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 8.6% 2.2%
2016 10.1% -4.0% 0.9% 9.4% 3.9%
2015 -2.6% 3.1% 0.9% -12.9% 7.4%
2014 14.8% 2.1% 7.2% -0.6% 5.5%
2013 36.0% 13.5% 4.1% 6.9% 7.7%
2012 9.5% 12.9% -10.1% 9.6% -1.6%
2011 -3.1% 3.0% 0.5% -14.2% 9.1%
2010 13.1% 5.0% -12.9% 9.9% 12.5%
2009 37.1% -9.0% 21.2% 16.3% 6.8%
2008 -42.3% -9.9% -2.1% -13.5% -24.5%
2007 0.4% 0.2% 7.0% -1.5% -5.0%
2006 14.1% 3.6% -1.4% 4.4% 6.9%
2005 9.2% -0.8% 3.2% 2.8% 3.7%
2004 12.6% 0.9% 1.8% 0.2% 9.4%
2003 29.8% -2.3% 15.3% 1.6% 13.4%
2002 6.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date30/09/2002
  • Share Class size118Mn
  • Base currencyGBP
  • ISIN GB0032004433

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment0

Charges

  • Annual management1.00%
  • Initial investment0

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