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UBS US Equity

Ranked 292 out of 889 in - US over 12 months
All calculations are in USD unless stated

Managed by

Thomas Digenan

Tom Digenan is head of the US Intrinsic Value Equity team at UBS Asset Management, and was previously president of the firm’s mutual funds and relationship funds organisation. He is a member of the CFA Institute and the American Institute of Certified Public Accountants, and is on the board of CFA Society Chicago. Tom was an adjunct professor in the Marquette University Graduate School of Business from 2012 to 2016.

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 : 31/12/2016 - 31/12/2017
  • Rank 292/889 Total Return
  • Rank 458/889 Standard Deviation
  • Rank 608/889 Max Drawdown

Total Return

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
2017 21.4% 8.6% 2.2% 3.6% 5.5%
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 size111Mn
  • 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).