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UBS (Lux) Bond S - Asian LC Bond (USD) P-acc

Ranked 12 out of 20 in - Asia Pacific Local Currency over 12 months
All calculations are in USD unless stated

Managed by

Ashley Perrott

Ashley Perrott has overall responsibility for all Pan Asia fixed income activities and strategy at UBS. He is responsible for Pan Asia interest rate and sector allocation strategies. Prior to his current role, Perrott was an investment specialist for the Pan Asia fixed income capability, where he was responsible for communicating and developing Asian and global fixed income strategies and was a member of the Pan Asia fixed income strategy team. Perrott joined UBS Asset Management in 2004 based in Sydney. Prior to this, he gained extensive fund management experience covering a wide variety of investment markets and clients. He was head of fixed income at Westpac Investment Management for five years, where his team was responsible for the management of all cash and fixed interest funds. Perrott also previously worked as head of fixed income at Barclays Global Investors (Australia) for three years and as a senior portfolio manager with AMP Investments for over 10 years, in both Australia and London.

Objective

The investment fund primarily invests in government bonds in local currencies from issuers in Asia excl. Japan. The fund manager combines carefully selected issuers with various credit ratings from various countries and securities with different maturities with the objective of exploiting interesting earnings opportunities and in doing so keeping the level of risk under control.

Showing fund performance in Singapore View performance globally

Performance

Asia Pacific Local Currency over : 30/06/2017 - 30/06/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -0.2%
2017 10.0% 4.0% 1.9% 1.1% 2.7%
2016 -1.2% 5.3% 0.7% 1.8% -8.5%
2015 -4.8% 0.3% -2.1% -4.2% 1.2%
2014 3.4% 1.2% 2.9% -0.8% 0.1%
2013 -7.5% 0.4% -6.2% -1.8% 0.0%
2012 6.2% 1.7% -0.4% 2.8% 2.1%
2011 1.8% -5.7% 0.4%

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. Malta
  12. Netherlands
  13. Portugal
  14. Singapore
  15. Spain
  16. Sweden
  17. Switzerland
  18. United Kingdom

Fund Info

  • Launch date28/01/2011
  • Share Class size13Mn
  • Base currencyUSD
  • ISIN LU0573605267

Purchase Info

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

Charges

  • Annual management1.12%
  • Initial investment2.00%

Related News

UBS merges Asian bond fund into wider strategy

The merged strategy will be managed by the head of emerging market fixed income at the firm.

UBS GAM's Asia fixed income chief: what bond investors fear most

A series of headwinds are lurking on the horizon for the region’s currencies and fixed income markets, according to Ashley Perrott.

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