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UBS (Lux) Inst Fund - Global Convertible Bonds BA

Ranked 9 out of 141 in - Convertibles Global over 12 months
All calculations are in USD unless stated

Managed by

Alain Eckmann

Alain Eckmann is a senior portfolio manager within active equities at UBS. He is responsible for the convertible bond capability of UBS Asset Management, which he built up since 2000. Eckmann joined UBS Asset Management in 1997. His responsibilities included managing and enhancing the capabilities offered (capital preservations, currency overlay, Dynamic Alpha) and developing tailored client solutions. During his studies, Alain worked for a private bank in Geneva, dealing with quantitative questions in asset management. After graduation, he built up a risk-management/risk-controlling department at Julius Baer in Zurich, developing mathematical methods to quantify market risks (VaR, etc). Eckmann is a member of the Swiss CFA Society and of the CFA Institute.

Ulrich Sperl

Uli Sperl is a senior portfolio manager within the active equities team at UBS Asset Management. He is responsible for the management and strategy of convertible bond funds. Before joining UBS in 2005, he worked as a portfolio manager at Activest Investment in Munich. His responsibilities included global index-linked equity portfolios as well as European convertible bond portfolios. In 2008 Sperl completed the postgraduate Certified Rating Analyst programme at the Hochschule St. Gallen (HSG). Sperl is a member of the Swiss CFA Society and of the CFA Institute.

Objective

The fund invests in convertible bonds from around the world. Convertible bonds combines the potential of stocks to make gains with the defensive features of bonds. The portfolio manager aims to take full advantage of the favourable risk/return characteristics of the global convertible bond markets. Foreign currencies are actively managed versus the reference currency and are extensively hedged.

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

Performance

Convertibles Global over : 30/06/2017 - 30/06/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 3.8% -4.7%
2017 26.1% 6.4% 8.8% 6.9% 2.0%
2016 4.2% 4.4% -0.7% 6.6% -5.7%
2015 -6.8% -7.3% 5.5% -3.8% -1.0%
2014 -6.8% 4.0% 3.7% -8.7% -5.4%
2013 23.4% 2.7% 2.7% 8.8% 7.5%
2012 17.8% 12.9% -7.3% 6.6% 5.7%
2011 -10.9% 10.9% 0.9% -18.3% -2.6%
2010 4.0% -1.7% -15.0% 20.7% 3.1%
2009 55.1% -0.4% 24.9% 19.8% 4.1%
2008 -34.4% 2.5% -0.6% -24.2% -15.1%
2007 17.0% 2.0% 5.7% 6.5% 2.0%
2006 3.0% 9.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Finland
  2. France
  3. Germany
  4. Italy
  5. Luxembourg

Fund Info

  • Launch date31/05/2006
  • Share Class size03Mn
  • Base currencyEUR
  • ISIN LU0251253554

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management0.00%
  • Initial investment0.00%

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