At A Glance
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UBS (Lux) Eq Fd - Euro Co Opportunity (EUR) P-acc
Net Asset Value
68.48EUR
0.54
15 May 2013
YTD Return (Cumulative)
13.30%5 Year Return (Annualized)
0.80%Classification
Equity EuroZoneManager Benchmark
CB UBS-MSCI EMU (nr)Lipper Leader Profile (Overall)
The Growth of 10,000EUR chart includes reinvestment of dividends and capital gains, but does not reflect the effect of any applicable sales or redemption charges which would lower these figures.
Fund Profile
| Fund Promoter | UBS |
|---|---|
| Portfolio Manager | UBS Global Asset Management (UK) Ltd, London |
| Launch Date | 07 Oct 2004 |
| Geographical Focus | EuroZone |
| Redemption Current | -- |
| Redemption Max | 2.00% |
| Redemption Min | -- |
Fees, Expenses, & Minimums
| Early Redemption Fee | 2.00% |
|---|---|
| Initial Current | -- |
| Initial Max | 6.00% |
| Initial Min | -- |
| Regular Investments | -- |
| Irregular Investments | -- |
| Total Net Assets | 28.07 M EUR |
| Total Net Assets Date | 30 Apr 2013 |
| Annual Current Charge | 2.04% |
| Annual Max Charge | 2.04% |
| Annual Min Charge | -- |
Investment Strategy
Very active fund management based on a concentrated equity portfolio that invests in selected eurozone companies. Compelling active security selection Small and mid cap equities added to the portfolio. Market exposure may also deviate from that of the benchmark to take account of market valuation.
Overall Lipper Leaders Ratings & Fund Profile »
| Similar Rating/ Category | ||
|---|---|---|
| Total Return | 18677 | |
| Consistent Return | 18677 | |
| Capital Preservation | 19043 | |
| Low Expense | 13171 |
About the ratings...
Total Return reflects the fund's historical total return performance relative to its peers. Consistent Return reflects the funds's historical risk-adjusted returns relative to its peers. The Capital Preservation is relative, rather that absolute...More »
Lipper Leaders.comAbout the ratings
Lipper Ratings for Total Return reflect funds' historical total return performance relative to peers. Lipper Ratings for Consistent Return reflect funds' historical risk-adjusted returns relative to peers. Lipper Ratings for Preservation are relative, rather than absolute. Lipper Ratings for Expense reflect funds' expense minimization relative to peers. Lipper Ratings DO NOT take into account the effects of sales charges. Overall Lipper Ratings are based on an equal-weighted average of percentile ranks for each measure over 3-, 5-, and 10-year periods (if applicable).
Similar Funds & ETFs
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YTD Return
13.2%
3Yr Return
6.2%
5Yr Return
1.4%
YTD Return
12.2%
3Yr Return
7.2%
5Yr Return
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2 ETFs »
YTD Return
13.2%
3Yr Return
11.1%
5Yr Return
3.1%
YTD Return
12.6%
3Yr Return
8.8%
5Yr Return
2.8%
Quick Fund Facts
This fund is not an index fund
This fund is open to new investors
This fund is not ISA eligible
