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UBS (Lux) Eq S - Asian Smaller Comp (USD) P-acc

Ranked 4 out of 23 in - Asia Pacific Small & Medium Companies over 12 months
All calculations are in USD unless stated

Managed by

Raymond Wong

Raymond Wong is a portfolio manager and analyst within the global emerging markets and Asia Pacific equities team. He is a portfolio manager for Asian equities and the UBS Asian Smaller Companies fund. He is based in Singapore. As an analyst, he covers Asian small/mid-cap stocks and Japanese autos/auto-parts, energy, shipping/shipbuilding and trading companies. Prior to joining UBS Asset Management in 2008, Raymond was an analyst and portfolio manager with Spencer House Capital Management. He started his fund management career at John Govett (renamed AIB Govett), and subsequently at various other fund management firms, where he focused on Japanese investments for long-only and absolute return/hedge funds. Raymond has been in the Asia-Pacific financial services industry since 1998, including roles as a securities regulator and as a management consultant.

Objective

The investment fund invests mainly in equities of small and medium-sized companies in Asia (excluding Japan) which demonstrate a high level of flexibility and innovation. Working on the basis of well-grounded analyses by local investment specialists, the fund manager combines carefully selected equities of various companies and various sectors with the objective of exploiting interesting earnings opportunities while keeping the level of risk under control.

Showing fund performance in Singapore View performance globally

Performance

Asia Pacific Small & Medium Companies over : 31/03/2017 - 31/03/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 0.4%
2017 39.2% 12.8% 6.6% 5.5% 9.8%
2016 -1.5% -0.1% -1.9% 8.5% -7.4%
2015 5.2% 8.8% 5.1% -14.8% 7.9%
2014 1.4% 2.0% 5.9% 2.8% -8.7%
2013 23.4% 9.5% -0.2% 5.5% 7.1%
2012 11.0% 4.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date23/04/2012
  • Share Class size64Mn
  • Base currencyUSD
  • ISIN LU0746413003

Purchase Info

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

Charges

  • Annual management1.54%
  • Initial investment3

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