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UBS (CH) Inst Fd-Global Allocation (USD) I-B

Ranked 5 out of 36 in - Flexible USD over 12 months
All calculations are in USD unless stated

Managed by

Gian A. Plebani

Gian Plebani is a Portfolio Manager within the Investment Solutions team at UBS Asset Management. He is a member of the Investment Committee, heads the commodity research group, and is a member of the fixed income research group, with a particular focus on multi-asset growth portfolios and European balanced strategies. Gian is a member of the CFA Institute and holds the UBS Wealth Management Diploma.

Objective

The fund invests in a broadly based portfolio containing equities and bonds. Weightings of the individual categories in the fund can vary widely. The portfolio is continually adapted in line with the latest market developments using active, flexible asset allocation. Foreign currencies are actively managed versus the reference currency. The fund is suitable for capital-gain-oriented investors seeking a globally diversified, balanced portfolio with the US dollar as reference currency.

Showing fund performance in Singapore View performance globally

Performance

Flexible USD over : 30/09/2017 - 30/09/2018

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -0.3% 0.5% 2.2%
2017 17.5% 5.6% 3.4% 3.5% 4.0%
2016 -0.4% -2.7% -0.8% 3.5% -0.3%
2015 -2.2% 2.8% -0.5% -8.4% 4.5%
2014 6.1% 1.1% 4.4% -0.1% 0.7%
2013 13.4% 4.1% -1.3% 5.4% 4.7%
2012 14.2% 9.1% -3.8% 6.0% 2.7%
2011 -5.9% 3.0% 0.8% -12.4% 3.5%
2010 11.0% 2.7% -9.2% 12.2% 6.1%
2009 34.5% -10.1% 23.0% 16.4% 4.5%
2008 -34.1% -4.9% -2.9% -10.9% -19.9%
2007 6.1% 1.1% 3.8% 2.5% -1.4%
2006 14.6% 3.9% 0.1% 4.1% 5.9%
2005 1.5% 3.8% 2.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Singapore
  2. Switzerland

Fund Info

  • Launch date22/02/2005
  • Share Class size217Mn
  • Base currencyUSD
  • ISIN CH0020552219

Purchase Info

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

Charges

  • Annual management0.00%
  • Initial investment0.00%

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