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Ubs (ch) Investment Fund - Equities Usa Passive I-x (0P00001QK6)

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4,319.450 +55.600    +1.30%
23/12 - Closed. Currency in CHF
  • Morningstar Rating:
  • Total Assets: 1.74B
Type:  Fund
Market:  Switzerland
Issuer:  UBS Fund Management (Switzerland) AG
ISIN:  CH0015799809 
Asset Class:  Equity
UBS CH Investment Fund - Equities USA Passive I-X 4,319.450 +55.600 +1.30%

0P00001QK6 Overview

 
On this page you'll find an in-depth profile of Ubs (ch) Investment Fund - Equities Usa Passive I-x. Learn about the key management, total assets, investment strategy and contact information of 0P00001QK6 among other information.
Category

US Large-Cap Blend Equity

Total Assets

1.74B

Expenses

0.01%

Inception Date

Dec 11, 2003

Investment Strategy

The fund invests in stocks of major companies from established markets that are included in the MSCI USA Index.|The fund holds almost all stocks in the MSCI USA Index. Individual stocks are held in proportion to the free-float market capitalisation of the index.|Diversification is achieved via a mix of sectors and thus offers the investor an optimised risk/return profile.|The investment objective is to generate a performance in line with that of the benchmark, keeping the tracking error below the maximum of 0.5% over a rolling period of 3 years.|The funds described herein are indexed to an MSCI index.

Contact Information

Address 4051 Basel
Basel,Basel 4052
Switzerland
Phone +41 61 2884910
Fax +41-61-288 45 40

Top Executives

Name Title Since Until
Marcel Fischli - 2021 Now
Biography Marcel Fischli is a Portfolio Manager in UBS Asset Management's Systematic & Index Investments team. His focus is on European Equity portfolios and Global Fund-of-Funds. In his role he is working on Institutional Funds and ETFs as well as clients' portfolios. Additionally, he acts as a deputy for Equity Index Data Management.Marcel joined UBS Asset Management in 2014 in the RFP team and changed to the Structured Beta & Index team in September 2015. Prior to this he worked for UBS Wealth Management in the investment management department and for the Chief Investment Office (CIO), EFG Asset Management and UBS Investment Bank. He holds a Master of Arts in Banking and Finance from the University of Zurich.
Loïc Revaz - 2021 Now
Stuart Newman - 2017 2021
Biography Stuart Newman is a Senior Portfolio Manager within the Indexing team. He is responsible for the day-to-day management of a number of passive equity portfolios. He is also a specialist in the investment aspects of portfolio re-organisations. Stuart joined UBS Asset Management in 1997, initially as a senior analyst within the in-house performance team. He then transferred to the passive team, in his current role, in 1999. Stuart is a member of the FTSE Country Classification Committee having previously sat on the FTSE Americas Committee. Stuart is a Regular Member of the CFA Society of the UK and the CFA Institute.
Kaushik Patel - 2017 2021
Biography Kaushik Patel is a Portfolio Manager within the Indexing team, responsible for the day-to-day management of a number of passive equity portfolios. Kaushik joined UBS Asset Management in 2006. Prior to this he was a quantitative portfolio manager within the international equity team at JP Morgan Asset Management, where he was responsible for portfolio construction and stock selection. Kaushik is a Regular Member of the CFA Society of the UK and the CFA Institute.
John Byrne - 2017 2019
Biography John Byrne is a Portfolio Manager within the Indexing team at UBS Asset Management. He is responsible for the day-to-day management of a number of passive equity portfolios. John joined UBS Asset Management in 2003, initially in the Transitions team, overseeing the implementation of new client onboarding. He then joined the Active European Equities Investment Support desk, implementing the investment decisions of various active managers. He moved to his current role in 2011. John is a Regular Member of the CFA Institute.
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