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UBS (Lux) Equity SICAV - All China (USD) P-acc

Ranked 6 out of 35 in - Greater China over 3 months
All calculations are in USD unless stated

Managed by

Bin Shi

Bin Shi is a member of the Global Emerging Market and Asia Pacific Equities team at UBS Asset Management, based in Hong Kong. He is a country analyst and portfolio manager for China, with a focus on Chinese stocks listed on both the overseas and domestic Chinese stock exchanges. Prior to joining UBS, Shi spent three years as head of international business, a portfolio manager and an analyst with Boshi Fund Management Co. – one of the largest domestic mutual fund companies in China. Shi joined UBS in January 2006 and has managed the Greater China Fund since April 2006.

Yu Zhang

Yu Zhang is a member of the Global Emerging Markets and Asia Pacific Equities team at UBS and is responsible for investment analysis of China/Hong Kong equities. Zhang joined UBS Asset Management as a China analyst in July 2011. Prior to this, he worked for one year in UBS equity research as an investment analyst covering China’s TMT companies. Zhang also had six years of investment consulting experience where he helped many top tier HF and PE make successful investments in China. Prior to that, he worked at the telecom company Ericsson for four years.

Objective

The fund invests primarily in equities of Chinese companies listed in China (onshore) and outside China (offshore). Working on the basis of well-grounded analyses by local investment specialists, the fund manager combines carefully selected equities of various sectors with the objective of exploiting interesting return opportunities while keeping the level of risk under control.

Showing fund performance in Singapore View performance globally

Performance

Greater China over : 30/09/2018 - 31/12/2018

Total Return

Quarterly Performance

to 31/12/2018 Annual Q1 Q2 Q3 Q4
2018 -9.9% -8.3%

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. Liechtenstein
  9. Luxembourg
  10. Netherlands
  11. Singapore
  12. Spain
  13. Sweden
  14. Switzerland
  15. United Kingdom

Fund Info

  • Launch date24/05/2018
  • Share Class size22Mn
  • Base currencyUnits
  • ISIN LU1807302812

Purchase Info

  • Min. initial investment0.001

Charges

  • Annual management1.72%
  • 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).