UBS Global Emerging Markets Equity K Acc
| Shares Class | Inc. |
|---|---|
| Yield | 1.27 |
| Total Expense Ratio | 0.10 |
Fund Performance
Cumulative Performance
Discrete Performance
| Shares Class | Inc. |
|---|---|
| Yield | 1.27 |
| Total Expense Ratio | 0.10 |
Cumulative Performance
Discrete Performance
| Fund Size | 899,890,000.00 | Launch Date | 07/12/2001 | Standard Initial Charge (%) | 0.00 |
|---|---|---|---|---|---|
| Currency | GBX | ISA Eligible | No | Annual Management Charge (%) | 0.00 |
| Sector | IMA UK Equity Income | Min Investment (£) | 100,000.00 | Total Expense Ratio (%) | 0.10 |
| ISIN | GB00B28Z6802 | Min Topup (£) | 500.00 | Ongoing Charge (%) | 0.0700 (on 11/11/2020) |
The UBS Global Emerging Markets Equity Fund (the Fund) aims to grow the value of your investment and outperform the FTSE All-World Emerging Index (the Benchmark) after charges over the medium to long term (3 to 5 years).
Urs Antonioli
Urs Antonioli heads investment management and research for Emerging Europe, the Middle East and Latin America. He manages a team of analysts researching companies,industries and countries in the above region. Urs is a member of the UBS Global Asset Management Emerging Markets Strategy Committee. Urs began his financial career by joining the UBS Zurich graduate training programme in 1994. In 1995 he moved to UBS Asset Management to launch and manage the first UBS emerging market fund investing in Eastern European countries. From 1996 to 2000, his responsibilities comprised management of all Eastern European portfolios managed at UBS. He has spent more than eight years in research activities, specializing in energy, telecommunications, basic materials and the technology sector. He took up his present position in August 2001. He has 15 years of investment industry experience. He got an MBA from University of Fribourg (Switzerland).
Gabriel Csendes
Projit Chatterjee
Projit Chatterjee is an Equity Strategist within the Global Emerging Markets and Asia Pacific Equities team. He is also a member of the Global Emerging Markets Strategy Committee and is based in the Singapore office. He has primary responsibility for overall product positioning and development of Emerging Markets and Asian Equity strategies, as well as marketing and communication of these strategies to existing and prospective clients globally.Prior to this, Projit led an acquisition project in the Indian market. He joined UBS in 1997 as a Corporate Finance Analyst with UBS Investment Bank in Mumbai, India. In 1999, he moved to UBS Global Asset Management in Zurich to work in Strategic Projects, International Fund Marketing. In Zurich, he held various roles in the areas of strategic business development, business management and investment solutions. Before joining UBS, Projit worked briefly as a money market and foreign exchange dealer in the treasury of MashreqBank, a UAE bank in Mumbai. He has 15 years of investment industry experience and is a B.Tech degree holder from Indian Institute of Technology (India) with Masters in MBA from Indian Institute of Management (India).
| Name | Weight |
|---|---|
| Brazilian Equities | 4.00% |
| Chinese Equities | 35.00% |
| Hungarian Equities | 2.00% |
| Indian Equities | 13.00% |
| Indonesian Equities | 4.00% |
| International Equities | 0.00% |
| Mexican Equities | 4.00% |
| Others | 1.00% |
| Russian Equities | 8.00% |
| South African Equities | 3.00% |
| Taiwanese Equities | 16.00% |
| US Equities | 4.00% |
| Name | Weight |
|---|---|
| Brazil | 4.00% |
| China | 35.00% |
| Hungary | 2.00% |
| India | 13.00% |
| Indonesia | 4.00% |
| Mexico | 4.00% |
| Others | 0.00% |
| Russia | 8.00% |
| South Africa | 3.00% |
| Taiwan | 16.00% |
| USA | 4.00% |
| Name | Weight |
|---|---|
| Communications | 12.00% |
| Consumer Discretionary | 22.00% |
| Consumer Staples | 5.00% |
| Energy | 5.00% |
| Financials | 23.00% |
| Health Care | 3.00% |
| Information Technology | 18.00% |
| Materials | 5.00% |
| Others | 1.00% |
| Real Estate | 0.00% |
| Name | Weight |
|---|---|
| TAIWAN SEMICONDUCTOR CO | 9.00% |
| TENCENT HLDGS LIMITED | 7.00% |
| MERCADOLIBRE INC | 4.00% |
| PING AN INSURANCE(GR)CO OF CHI | 3.00% |
| ALIBABA GROUP HLDG LTD | 2.00% |
| KWEICHOW MOUTAI | 2.00% |
| NASPERS | 2.00% |
| TAL EDUCATION GROUP | 2.00% |
| TATA CONSULTANCY SERVICES | 2.00% |
Please remember that past performance is not a guide of future returns. The value of investments and the income from them can go down as well as up as a result of currency exchange and market fluctuations and investors may not get back the amount originally invested.