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Ubs (lux) Equity Sicav - Us Total Yield Sustainable (usd) Q-mdist (0P00016GGN)

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127.500 +0.110    +0.09%
17/05 - Closed. Currency in USD ( Disclaimer )
  • Morningstar Rating:
  • Total Assets: 1.27B
Type:  Fund
Market:  Luxembourg
Issuer:  UBS Fund Management (Luxembourg) S.A.
ISIN:  LU1240789898 
Asset Class:  Equity
UBS (Lux) Equity SICAV US Total Yield (USD) Q md 127.500 +0.110 +0.09%

0P00016GGN Overview

 
On this page you'll find an in-depth profile of Ubs (lux) Equity Sicav - Us Total Yield Sustainable (usd) Q-mdist. Learn about the key management, total assets, investment strategy and contact information of 0P00016GGN among other information.
Category

US Equity Income

Total Assets

1.27B

Expenses

0.90%

Inception Date

Jul 28, 2015

Investment Strategy

UBS Asset Management categorises this sub-fund as a Sustainability Focus Fund. This sub-fund promotes environmental and social characteristics and is categorised in accordance with Article 8(1) of Regulation (EU) 2019/2088 on sustainability-related disclosures in the financial services sector. This actively managed sub-fund mainly invests in equities and other equity interests of companies domiciled or chiefly active in the US. It aims to select companies with total yields that are stable and above the market average. Total yield is the sum of yields from dividend distributions and from company profits, returned to shareholders via share repurchases.

Contact Information

Address 33A, avenue J.-F. Kennedy, L-1855 Luxembourg
Luxembourg, L-1855
Luxembourg
Phone +352-441 0101

Top Executives

Name Title Since Until
Uwe Röhrig - 2023 Now
Ian Paczek - 2021 Now
Biography Ian Paczek is a portfolio manager in the Quantitative Investments team, which is part of Systematic and Index Investments. His primary responsibility is the management of quantitative Global and European Equity strategies. Ian also plays an active role in the research and development of stock selection models for various equity markets. Prior to joining UBS Asset Management in 2004, Ian was at JP Morgan Fleming Asset Management as senior quantitative analyst in the International Structured Equity team. He was responsible for backtesting and analysis of investment strategies, and transaction costs and risk modelling. He was previously a member of the financial engineering and business analysis team at Lombard Risk Systems. Ian is a member of the CFA Institute and the Advisory Panel of the Institute for Quantitative Investment Research (INQUIRE).
Jeremy Raccio - 2013 Now
Biography Jeremy Raccio is a portfolio manager in the Quantitative Investments team, which is part of Systematic and Index Investments. His primary responsibility is the management of quantitative US equity strategies. Jeremy also plays an active role in the research and development of stock selection models for various equity markets. Prior to joining UBS Asset Management, Jeremy was a quantitative analyst in the Quantitative Strategies Group at Credit Suisse Asset Management where he was responsible for the development of quantitative stock selection models, portfolio optimization and implementation, and new product development. Jeremy is a member of the CFA Institute, the New York Society of Security Analysts (NYSSA), and the Chicago Quantitative Alliance (CQA).
Hajro Kadribeg - 2022 2023
Uwe Röhrig - 2022 2022
Urs Räbsamen - 2015 2021
Biography Urs Raebsamen is an equity specialist in the Systematic and Index Investments team at UBS Asset Management. He has primary responsibility for communicating the team's investment process, philosophy and views to clients, prospects and consultants. From June 2011 until December 2013, Urs was part of the Institutional Client Servicing and Business Development team in Hong Kong. Prior to that, he was responsible for Product Development in Hong Kong. From September 2007 until July 2010, Urs was on an international assignment in Korea with UBS Hana Asset Management, UBS's Korean joint venture, where he was responsible for quantitative investments as well as a range of business and operational areas in the Equities division. He was a member of the UBS Hana Asset Management Executive Committee. Urs joined UBS in 2001 as a portfolio manager with responsibility for the UBS Strategy Funds in CHF and the UBS Equity Fund – Gold. In March 2005, he joined the Swiss Equities / Systematic Alpha team, responsible for the Small Cap Switzerland Fund as well as quantitative research. Urs is a member of the CFA Institute.
Masafumi Sasai - 2017 2021
Biography Masafumi Sasai is a portfolio manager in the Quantitative Equities Group. Masafumi's primary responsibility is the management of Pacific, including Japan, and US equity portfolios. Masafumi also plays an active role in the research and development of stock selection models for various equity markets. Prior to his relocation to New York at the end of 2015, he also assumed the role of the Head of Investments and Head of equities in Japan since he was transferred to Tokyo in 2007. Masafumi joined UBS Asset Management (UK) in 2006. Prior to this, he worked for J.P. Morgan Asset Management for seven years, both in Tokyo and London. His roles included Structured Equity Portfolio Manager and Quantitative Analyst covering Japanese and Global Equity. Masafumi holds the Investment Management Certificate (IMC).
Patrick Zimmermann Egloff - 2013 2017
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