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UBS (Irl) Inv Sel - Equity Opp L/S Fd I-B-a

Ranked 166 out of 185 in - Long/Short Equity over 12 months
All calculations are in EUR unless stated

Managed by

Max Anderl

Objective

The Fund uses a long-short equity strategy to exploit stock price anomalies in companies around the world, buying long positions in stocks considered undervalued or attractive and selling short positions in overvalued or less attractive stocks. Companies are selected according to a combination of fundamental, quantitative and qualitative research, and the Fund will hold a relatively concentrated portfolio. The net market exposure of the Fund will vary according to market conditions.

Showing fund performance in Belgium View performance globally

Performance

Long/Short Equity over : 31/10/2016 - 31/10/2017
  • Rank 166/185 Total Return
  • Rank 157/185 Standard Deviation
  • Rank 164/185 Max Drawdown
Fund Name Currency Return
164 Jupiter JGF Global Absolute Return I Cap EUR EUR

-2.5%

165 BG Sicav Threadneedle Gl Eq Long-Short DL Cap EUR EUR

-2.5%

166 UBS (Irl) Inv Sel - Equity Opp L/S Fd I-B-a EUR

-2.7%

167 CS (Lux) Multi-Advisor Equity Alpha Fund FBH

Currency exposure is hedged

Currency exposure is hedged

EUR

-3.4%

168 TM Sanditon European Select F Acc EUR Hgd

Currency exposure is hedged

Currency exposure is hedged

EUR

-3.9%

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 -3.1% -0.1% -0.6%
2016 -20.4% -9.9% 1.6% -6.3% -7.1%
2015 26.9% 11.5% -2.2% 11.1% 4.9%
2014 13.7% -1.5% 2.9% 9.8% 2.2%
2013 6.4% 10.6% -2.6% -8.2% 7.7%
2012 4.1% -5.3% 7.6% 6.8% -4.4%
2011 9.0% 0.6% 1.6% 7.0% -0.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Finland
  4. France
  5. Germany
  6. Ireland
  7. Luxembourg
  8. Netherlands
  9. Spain
  10. Sweden
  11. Switzerland
  12. United Kingdom

Fund Info

  • Launch date29/10/2010
  • Share Class size103Mn
  • Base currencyEUR
  • ISIN IE00B5L0CB82

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management0.00%
  • Initial investment0

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