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UBS (Lux) Eq S - Global Quantitative (USD) UXa

Ranked 313 out of 3325 in - Global over 12 months
All calculations are in USD unless stated

Managed by

Patrick Zimmermann

Patrick Zimmermann is the head of Quantitative Investments Portfolio Management at UBS Asset Management. Aside from leading the team, he is responsible for the management of various quantitative global equity strategies and plays an active role in the research and development of stock selection models for various equity markets. Prior to joining UBS Asset Management in 2008, Zimmermann was an equity portfolio manager at Credit Suisse Asset Management. He has published articles in respected financial industry journals and is a member of the Swiss Bankers Association.


The Fund globally invests in equities in accordance with the principle of risk diversification. The investment process is based on quantitative models that identify differences in valuation while controlling risk. These quantitative models are used to try and reduce the risk of a price decline, thereby maintaining the potential of a price increase. An algorithm is used to process the individual forecasts in order to build a portfolio, with the restriction that no unnecessary risks to individual securities, sectors or factors are created. The Fund may invest in both developed and emerging market countries.


Global over : 31/08/2017 - 31/08/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 1.5% 0.7%
2017 24.8% 6.6% 5.0% 5.2% 6.1%
2016 9.9% 1.1% -2.6% 6.5% 4.8%
2015 -1.8% 3.0% 0.5% -8.3% 3.5%
2014 7.2% 1.8% 5.4% -2.3% 2.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Germany
  2. Luxembourg
  3. Switzerland

Fund Info

  • Launch date24/02/2016
  • Share Class size1,752Mn
  • Base currencyUSD
  • ISIN LU1289529262

Purchase Info

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


  • Annual management0.00%
  • 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).