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Ubs (lux) Equity Sicav - Long Term Themes (usd) Q-acc (0P00017CTW)
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- Classificação da Morningstar:
- Total do Ativo: 5,38B
Tipo:
Fundo
Mercado:
Luxemburgo
Emissor:
UBS Fund Management (Luxembourg) S.A.
ISIN:
LU1323611266
Classe de Ativo:
Ações
UBS (Lux) Equity SICAV - Long Term Themes (USD) Q-
234,130
+2,030
+0,87%
0P00017CTW - Visão Geral
Nesta página, você encontrará um perfil aprofundado de Ubs (lux) Equity Sicav - Long Term Themes (usd) Q-acc. Saiba mais sobre informações de gestão, ativos totais, estratégia de investimento e dados de contato de 0P00017CTW, entre outras informações.
Informações de Contato
Endereço
33A, avenue J.-F. Kennedy, L-1855 Luxembourg
Luxembourg, L-1855
Luxembourg
Luxembourg, L-1855
Luxembourg
Telefone
+352-441 0101
Site
www.ubs.com/funds
Principais Executivos
| Nome | Título | Desde | Até |
|---|---|---|---|
| Joseph R. Elegante | Senior Portfolio Manager | 2021 | Agora |
| Biografia | Joe is Deputy head of Global and Sustainable Equities and a Senior Portfolio Manager on a range of Global strategies including Sustainable, Impact and Long Term Themes. Joe has over 20 years of portfolio management experience and is based in London. Before joining UBS-AM, Joe worked as a portfolio manager at RMB Capital Management where he managed several equity strategies including a multi-cap core, dividend growth and a small cap-focused special situations strategy for institutional and private clients. Prior to joining RMB Capital, Joe worked for 12 years as a senior portfolio manager at Alliance Bernstein where he was a member of the Large Cap Growth Team. In this position he managed a $15 billion growth strategy, which included individual institutional accounts, a mutual fund, Luxembourg fund and assets on behalf of the private client division for Sanford Bernstein. His responsibilities included portfolio construction, fund governance, security selection and risk management. Joe is a CFA Charterholder, a member of the CFA Institute and the CFA Society of Chicago. | ||
| Adam Jokich | - | 2021 | Agora |
| Biografia | Adam Jokich is a Quantitative Sustainability Analyst on the Global Sustainable Equities team. He leads the team's efforts in developing and enhancing their proprietary ESG Model, and integrating it into the investment process. Adam leverages his quantitative skillset to provide value add in the portfolio construction and risk management process. Prior to joining the Global Sustainable Equities team, Adam worked as a quantitative analyst on the Applied Research Group, in UBS Asset Management. Adam was responsible for providing quantitative research and analysis used in the investment decision making process, and assisting in the infrastructure development of quantitative equity portfolios. He was the deputy portfolio manager on the US and Global Multi-Strategy portfolios, and was responsible for the research and development initiatives of various risk premia capabilities. Adam is a CFA Charterholder, a member of the CFA Institute and the CFA Society of Chicago. | ||
| Chloe Hickey-Jones | - | 2021 | Agora |
| Alix Foulonneau | - | 2017 | 2021 |
| Joseph R. Elegante | Senior Portfolio Manager | 2016 | 2021 |
| Biografia | Joe is Deputy head of Global and Sustainable Equities and a Senior Portfolio Manager on a range of Global strategies including Sustainable, Impact and Long Term Themes. Joe has over 20 years of portfolio management experience and is based in London. Before joining UBS-AM, Joe worked as a portfolio manager at RMB Capital Management where he managed several equity strategies including a multi-cap core, dividend growth and a small cap-focused special situations strategy for institutional and private clients. Prior to joining RMB Capital, Joe worked for 12 years as a senior portfolio manager at Alliance Bernstein where he was a member of the Large Cap Growth Team. In this position he managed a $15 billion growth strategy, which included individual institutional accounts, a mutual fund, Luxembourg fund and assets on behalf of the private client division for Sanford Bernstein. His responsibilities included portfolio construction, fund governance, security selection and risk management. Joe is a CFA Charterholder, a member of the CFA Institute and the CFA Society of Chicago. | ||
| Bruno Bertocci | Head | 2016 | 2021 |
| Biografia | Bruno Bertocci is Team Head of the Global Sustainable Equity team and a Managing Director at UBS Asset Management. Mr. Bertocci has over 30 years of industry experience and has been with UBS Asset Management since 2004. Mr. Bertocci has been responsible for constructing and managing our global equity portfolios worldwide. | ||
| Shari Gilfillan | - | 2016 | 2017 |
| Jay Eisenhardt | - | 2016 | 2016 |
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