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UBS (Lux) Strategy Fd - Growth (CHF) P-acc

Ranked 14 out of 27 in - Aggressive CHF over 12 months
All calculations are in CHF unless stated

Managed by

Roland Kramer

Roland Kramer is a portfolio manager in the Investment Solutions team at UBS, based in Zurich. His management duties also extend to the UBS Strategy Funds, one of Europe’s largest asset allocation family of funds, and to currency overlay mandates for very large pension funds. Kramer joined UBS Global Asset Management in September 2013. Prior to this, he worked for UBS Investment Bank in Zurich as a fixed income trader, where he was responsible for the structured fixed income book. Before this, he started as trader assistant with the UBS Investment Bank on the fixed income trading desk in Zurich and Hong Kong. Roland earned the professional designation of Chartered Alternative Investment Analyst in 2014.

Objective

The aim of the investment policy is to seek optimal capital growth in terms of the currency of account. To this end, investments are made worldwide on a broadly diversified basis, mainly in bonds and equities, with the majority of Fund assets generally invested in equities. Thus, the investment risk of this sub-fund is typically higher than that of the Balanced sub-funds. In line with this investment policy, the sub-funds may invest in high-yield bonds, emerging market bonds and commodities.

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

Performance

Aggressive CHF over : 31/03/2017 - 31/03/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -3.2%
2017 12.5% 4.5% 2.2% 3.0% 2.3%
2016 2.3% -3.8% 1.0% 3.6% 1.6%
2015 -2.5% 2.1% -1.9% -5.6% 3.2%
2014 7.0% 1.6% 3.0% 0.7% 1.6%
2013 13.1% 7.3% -0.7% 2.8% 3.2%
2012 10.3% 6.0% -2.0% 4.6% 1.5%
2011 -6.7% 0.7% -3.1% -9.6% 5.7%
2010 1.9% 3.6% -7.2% 3.7% 2.3%
2009 18.6% -7.5% 12.0% 11.4% 2.7%
2008 -30.6% -12.5% -1.4% -5.6% -14.7%
2007 -2.6% 0.5% 3.3% -2.1% -4.2%
2006 9.1% 3.7% -4.4% 5.6% 4.2%
2005 17.0% 1.8% 4.4% 5.6% 4.3%
2004 4.5% 2.7% -0.8% -1.1% 3.7%
2003 14.2% -7.4% 13.5% 2.1% 6.4%
2002 -20.8% 1.4% -10.3% -14.4% 1.7%
2001 -9.8% -6.0% 2.1% -12.6% 7.5%
2000 -1.8% 1.1% -1.2% -0.7% -1.0%
1999 11.9% 3.0% 2.5% -2.7% 8.8%
1998 6.6% 10.6% 0.2% -13.5% 11.2%
1997 19.0% 8.0% 8.8% 0.4% 0.8%
1996 19.1% 5.1% 4.6% 1.2% 7.0%
1995 7.0% -5.9% 7.0% 2.3% 3.8%
1994 -9.3% -3.6% -5.4% -0.7% 0.2%
1993 22.0% 8.3% 4.3% 0.0% 8.1%
1992 3.8% 4.0% -1.9% -8.5% 11.1%
1991 -1.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Finland
  3. France
  4. Germany
  5. Greece
  6. Iceland
  7. Italy
  8. Liechtenstein
  9. Luxembourg
  10. Netherlands
  11. Norway
  12. Portugal
  13. Singapore
  14. Spain
  15. Sweden
  16. Switzerland
  17. United Kingdom

Fund Info

  • Launch date10/09/1991
  • Share Class size483Mn
  • Base currencyCHF
  • ISIN LU0033034892

Purchase Info

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

Charges

  • Annual management1.44%
  • Initial investment2.5

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