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UBAM Global Equity Sustainable Growth A USD Cap

Ranked 193 out of 225 in - Global over 12 months
All calculations are in USD unless stated

Managed by

Martin Moeller

Martin Moeller was born in 1973 in Aschersleben, Germany. He gained a MA in banking and finance from the Frankfurt School of Finance and Management. He is a CFA charter holder since 2002. Martin joined UBP in 2006 where he is head of portfolio management equities (Swiss and Global products) and analyst equity research. Prior to this in 1992 he was an equity research analyst and portfolio manager responsible for credit research financial institutions at the Deutsche Bank. Outside of work Martin enjoys skiing, sailing, chess and music.


This sub-fund invests its net assets primarily in equities and other similar transferable securities, in addition to, on an ancillary basis, warrants on transferable securities, convertible bonds or bonds with warrants on transferable securities, bonds and other debt securities, money market instruments, issued by companies worldwide, including emerging countries. This sub-fund seeks to invest primarily into stocks with exposure to growth opportunities. Investment concept is stock selection driven and focuses on companies with above market average revenue growth or improving growth rates as well as companies providing consistently economic value-add, i.e. sustainably earning their cost of capital.

Showing fund performance in Singapore View performance globally


Global over : 31/10/2017 - 31/10/2018

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 0.7% 1.2% 0.4%
2017 34.8% 8.8% 6.2% 11.8% 4.3%
2016 -2.6% -5.6% -0.9% 5.9% -1.7%
2015 0.5% -11.6% 6.4%

Month by Month Performance

Returns Vs Risk

Asset Allocation



Top 10 Holdings

Stock Size
USD Cash 7.97%
Management Fees 3.90% Inc ORD 3.23%
UnitedHealth Group Inc ORD 2.65%
OMV AG ORD 2.65%
Johnson & Johnson ORD 2.58%
Alphabet Inc ORD 2.41%
EOG Resources Inc ORD 2.38%
Home Depot Inc ORD 2.19%
Mastercard Inc ORD 2.06%

Registered For Sale In

  1. Austria
  2. Belgium
  3. Finland
  4. France
  5. Luxembourg
  6. Netherlands
  7. Portugal
  8. Singapore
  9. Spain
  10. Sweden
  11. Switzerland
  12. United Kingdom

Fund Info

  • Launch date02/02/2015
  • Share Class size16Mn
  • Base currencyUSD
  • ISIN LU1088691354

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0


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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).