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Ubs (lux) Equity Sicav - Small Caps Europe Sustainable (eur) P-acc (0P00000ZGL)

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443.290 -3.500    -0.78%
13/11 - Closed. Currency in EUR
  • Morningstar Rating:
  • Total Assets: 224.44M
Type:  Fund
Market:  Luxembourg
Issuer:  UBS Fund Management (Luxembourg) S.A.
ISIN:  LU0198839143 
Asset Class:  Equity
UBS (Lux) Equity SICAV - Small Caps Europe (EUR) P 443.290 -3.500 -0.78%

0P00000ZGL Overview

 
On this page you'll find an in-depth profile of Ubs (lux) Equity Sicav - Small Caps Europe Sustainable (eur) P-acc. Learn about the key management, total assets, investment strategy and contact information of 0P00000ZGL among other information.
Category

Europe Small-Cap Equity

Total Assets

224.44M

Expenses

1.78%

Inception Date

Oct 08, 2004

Investment Strategy

UBS Asset Management categorises this sub-fund as a Sustainability Focus Fund. This sub-fund promotes environmental and/or social characteristics and complies with Article 8 of Regulation (EU) 2019/2088 on sustainability-related disclosures in the financial services sector (“SFDR”). This actively managed sub-fund mainly invests in equities and other equity interests of small-cap companies domiciled or chiefly active in Europe. The market capitalisation of such smaller companies may not exceed that of the company with the largest market capitalisation in an index representative of small European companies. However, the sub-fund’s investment scope is not limited to the equities or other equity interests of companies included in indices that are representative of small European companies.

Contact Information

Address 5, rue Jean Monnet
Luxembourg,* L-2180
Luxembourg
Phone +352 4 36 16 11
Fax +352 4 36 16 1555

Top Executives

Name Title Since Until
Viara Thompson - 2019 Now
Frank Manduca - 2016 Now
Biography Frank Manduca is Head of the Pan European Small and Mid Cap team, based in Zurich. The team manages a wide range of Small and Mid Cap portfolios based on a bottom-up investment approach. His daily responsibilities include the overall construction and management of a number of European Small and Mid Cap mandates. Frank joined UBS Asset Management in 2002. Prior to this he managed a range of smaller companies portfolios at Gartmore Investment Managers, which he joined in 1990. Frank began his career in 1985 as a stock broking analyst.
Thomas Angermann - 2004 Now
Biography Thomas Angermann is a member of Pan European Small and Mid Cap team at UBS Asset Management, based in Zurich. Thomas is responsible for the management of a number of European Small and Mid Cap portfolios and mandates. His sector coverage includes automotive suppliers, industrials, technology, pulp & paper and consumer stables. Thomas joined UBS Asset Management as a portfolio manager in 2002. He has also worked on several country and sector funds. Thomas began his financial career by completing a Trader-Traineeship at the Bayerische Landesbank in Munich (Germany). On completion in 1997, he carried on working for this firm as a money market and foreign exchange trader. He then worked as a equity portfolio manager for European Small and Mid Caps and a global sector fund at Allianz Asset Management in Frankfurt and Munich. Thomas is a regular member of the Swiss CFA Society and the CFA Institute.
Marco Gschwend - 2018 2019
Loreno Ferrari - 2016 2018
Biography Loreno Ferrari is an Associate Equity Specialist in UBS Asset Management's Equity Capability Management team, based in Zurich. He is responsible for the production of investment material such as sales presentations, client reports and portfolio commentaries. Loreno provides support to Equity Specialists for a broad range of strategies and acts as main point of contact for Europe Small and Mid Cap related requests. Loreno works closely together with Equity Portfolio Managers, representatives of our sales channels and other office groups globally. Loreno joined UBS Asset Management in 2014. After finishing his apprenticeship at Zürcher Kantonalbank (ZKB) in 2009, he worked as an Assistant in the ZKB Private Banking division. In 2010 he then joined the ZKB Investment Office. His responsibilities as an Investment Advisor included analyzing and optimizing multi-asset class portfolios for Non-Discretionary mandate clients in the HNWI segment. Loreno holds a Bachelor of Science (BSc) in Business Administration from the University of Applied Sciences Zurich with a major in Banking and Finance.
Christian Suter - 2012 2016
Biography Christian Suter is an Equity Specialist, based in Zurich. He works closely together with the equity investment teams of UBS Asset Management and is responsible for presenting equity strategies to clients, prospects and consultants, primarily focusing on our Swiss, Biotech and Healthcare strategies. Further Christian is the deputy portfolio manager for the Swiss High Dividend and Swiss Income strategies and acts as a member of the portfolio construction team for Swiss Equities. In addition Christian covers Swiss Small and Mid Cap Industrials as well as the Biotech sector as an analyst. In 2009, Christian joined UBS within the graduate training program for the second time, after he made his first experiences at UBS before University in UBS WM&SB and UBS Investment Bank.
Pascal Boeuf - 2010 2016
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