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UBS (Lux) Equity Fund - Biotech (USD) P-acc

Ranked 6 out of 6 in - Biotechnology over 12 months
All calculations are in EUR unless stated

Managed by

Nathalie Lötscher Petrus

Nathalie Lötscher is a member of the healthcare team at UBS Asset Management and is based in Zurich. She manages the UBS (Lux) Equity fund – Biotech. After graduating in 1995, she first went into retail pharmacy. She headed up the Recormon® marketing and Nephrology sales team at Roche before joining UBS in November 2006.

Objective

The fund primarily invests globally in equities of companies with a connection to the biotechnology sector. Working on the basis of well-grounded analyses by our investment specialists worldwide, the fund manager combines carefully selected equities of various companies from various countries and segments with the objective of exploiting interesting earnings opportunities while keeping the level of risk under control.

Showing fund performance in Finland View performance globally

Performance

Biotechnology over : 31/08/2017 - 31/08/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -5.2% 10.0%
2017 10.2% 12.7% 0.6% 4.6% -7.1%
2016 -14.6% -25.2% 3.4% 12.0% -1.5%
2015 13.2% 28.3% -1.1% -20.5% 12.2%
2014 60.9% 8.6% 5.1% 21.3% 16.1%
2013 47.9% 22.1% 5.3% 14.4% 0.6%
2012 30.7% 11.5% 14.0% 12.3% -8.5%
2011 5.3% 1.9% 1.2% -8.7% 11.8%
2010 22.0% 21.0% -8.2% 5.5% 4.0%
2009 13.9% -1.2% 4.7% 8.5% 1.6%
2008 -5.1% -13.8% 4.7% 17.2% -10.2%
2007 -5.5% -1.8% 0.9% 2.9% -7.3%
2006 -10.7% 3.0% -16.3% 3.1% 0.5%
2005 18.6% -13.8% 11.9% 15.7% 6.3%
2004 -2.3% 10.7% -1.1% -8.4% -2.6%
2003 12.3% -4.1% 14.2% 7.5% -4.5%
2002 -55.6% -14.7% -41.4% -8.3% -3.2%
2001 -20.0% -28.6% 27.0% -28.0% 22.6%
2000 34.8% 21.9% 14.5% 23.9% -22.1%
1999 85.5% 8.2% 13.2% 2.5% 47.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Chile
  3. Cyprus
  4. Denmark
  5. Finland
  6. France
  7. Germany
  8. Greece
  9. Italy
  10. Korea
  11. Liechtenstein
  12. Luxembourg
  13. Malta
  14. Netherlands
  15. Norway
  16. Portugal
  17. Singapore
  18. Spain
  19. Sweden
  20. Switzerland
  21. Taiwan
  22. United Kingdom

Fund Info

  • Launch date15/10/1996
  • Share Class size980Mn
  • Base currencyUSD
  • ISIN LU0069152568

Purchase Info

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

Charges

  • Annual management1.63%
  • Initial investment3.00%

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