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UBAM Europe Equity AC GBP

Ranked 5 out of 10 in - Europe over 12 months
All calculations are in GBP unless stated

Managed by

Rob Jones

Rob Jones holds a degree in business studies from the University of Brighton. He started his career with the Central Finance Board of the Methodist Church as a trainee fund manager. Rob also worked for Royal Insurance Asset Management initially as a UK equities analyst before being promoted to assistant fund manager. He joined Threadneedle in 1996 as a fund manager and is worked in the pan European team. In 2010 he joined Union Bancaire Privée where he currently runs the UBAM European Equity Fund.

Scott Meech

London-based Scott Meech works at Union Bancaire Privée as co-head of European equities where he runs his strategies with a pragmatic investment style. Prior to joining UBP in 2010, he worked at Threadneedle Asset Management for 22 years as a portfolio manager and as the head of global resources research. Scott has a degree in economics from City University in London and is a CFA Charterholder. He was born in Bristol and outside of work his interests include rugby, the cinema, music and fishing.

Objective

This sub-fund invests its net assets primarily in equities and other similar transferable securities, in addition to, on an ancillary basis, warrants on transferable securities, convertible bonds or bonds with warrants on transferable securities, bonds and other debt securities, money market instruments, issued, for at least 75% of the net assets, by companies having their registered office, or carrying on a major part of their commercial activity, or as holding companies owning predominant interests in companies with their registered office in the European Union.

Showing fund performance in Gibraltar View performance globally

Performance

Europe over : 31/03/2017 - 31/03/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -4.4%
2017 13.9% 5.7% 3.0% 3.5% 1.1%
2016 11.3% -3.7% 3.0% 8.0% 3.9%
2015 3.5% 8.5% -5.4% -4.2% 5.2%
2014 2.0% 3.4% -2.3% -1.1% 2.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Belgium
  2. Chile
  3. France
  4. Gibraltar
  5. Luxembourg
  6. Singapore
  7. Spain
  8. Switzerland
  9. United Kingdom

Fund Info

  • Launch date04/11/2013
  • Share Class size03Mn
  • Base currencyGBP
  • ISIN LU0782398670

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

Related News

Insurers and healthcare stocks in a sweet spot, says UBP's Meech

The Swiss group's co-head of European equities has started to add significantly in the two sectors to capture the re-rating potential.

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