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UBS (Lux) Eq S - European High Dividend (EUR) P-a

Ranked 9 out of 23 in - Europe Income over 12 months
All calculations are in EUR unless stated

Managed by

Ian Paczek

Ian Paczek is a portfolio manager in UBS Asset Management's Quantitative Investments team. His primary responsibility is the management of quantitative global and European equity strategies. Prior to joining UBS in 2004, Paczek worked for JP Morgan Fleming Asset Management as a senior quantitative analyst in the International Structured Equity team. He is a member of the CFA Institute and the Advisory Panel of the Institute for Quantitative Investment Research (INQUIRE).

Objective

The fund primarily invests in equities of European companies which possess strong fundamental data and are thus in a position to pay out steady dividends. Working on the basis of well-grounded analyses by our local investment specialists, the fund manager combines carefully selected equities of various companies from various countries and sectors with the objective of exploiting interesting return opportunities while keeping the level of risk under control.

Showing fund performance in Finland View performance globally

Performance

Europe Income over : 31/05/2017 - 31/05/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -3.7%
2017 7.2% 4.7% 0.8% 1.4% 0.2%
2016 -2.9% -6.1% -3.0% 3.2% 3.4%
2015 10.0% 15.3% -3.8% -5.9% 5.5%
2014 8.0% 1.6% 5.6% 0.0% 0.6%
2013 18.1% 4.3% -0.8% 9.1% 4.6%
2012 12.4% 4.6% -1.4% 5.6% 3.2%
2011 -8.0% 2.0% -0.4% -13.1% 4.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Finland
  4. France
  5. Germany
  6. Greece
  7. Italy
  8. Japan
  9. Liechtenstein
  10. Luxembourg
  11. Netherlands
  12. Norway
  13. Singapore
  14. Spain
  15. Sweden
  16. Switzerland
  17. United Kingdom

Fund Info

  • Launch date10/12/2010
  • Share Class size79Mn
  • Base currencyEUR
  • ISIN LU0566497433

Purchase Info

  • Min. initial investment0.001
  • Min. regular additional investment0

Charges

  • Annual management1.20%
  • Initial investment3

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