MoneyAM Fund Centre

Quick Stats

Fund Objective

The UBS Global Optimal Fund (the Fund) aims to grow the value of your investment and outperform the MSCI ACWI Index (the Benchmark) after charges over the medium to long term (3 to 5 years). The Fund invests at least 70% in global equities.

Fund Managers

Scott Wilkin

In 2016, Scott was appointed Head of Global Equity, where, as Lead Portfolio Manager, he is responsible for managing all Global Intrinsic Value portfolios. He also plays a key role in driving research quality standards and ensuring better leverage of the full Intrinsic Value analytical platform to the benefit of client portfolios. In 2012, Scott was promoted to the position of Director of Research (DOR) for the US Intrinsic Value equity team. In this role, Scott managed a team of six sector-based analysts and lead company and industry-level research. Scott was also the lead portfolio manager of the Intrinsic Value equity team's Global Healthcare and UBS Healthcare Long/Short strategies. Prior to being named DOR and portfolio manager, Scott was a Senior Investment Analyst and Sector Head for the health care analyst team. His responsibilities included fundamental company and industry-level research. Before joining the firm in 2003, Scott spent seven years as a securities analyst covering the medical device industry, most recently as a managing director at SG Cowen. Scott started his career serving in various business development, strategic planning and market research roles in the specialty pharmaceutical and diagnostic industries. Scott is a member of the Investments Committee to the board of the American Diabetes Association (ADA).

Joe Elegante

Bruno Bertocci is a member of the Global Equity team, which is responsible for constructing and managing global equity portfolios worldwide. He also has specific responsibilities for key US client relationships. Bruno is also a member of the Sustainable and Responsible Investments (SRI) team. He is the lead portfolio manager on global equity SRI portfolios. Prior to joining UBS Global Asset Management in 1998, Bruno managed the global equity investment group at Stein Roe & Farnham. Previously, his positions included regional portfolio manager and global equity portfolio manager at Rockefeller & Co. Before assuming these roles, Bruno was based in London, then Hong Kong, as manager of that firm’s foreign offices. Bruno began his career at T.Rowe Price Associates as a US equity analyst. He holds a BA degree from Oberlin College (US) & an MBA from Harvard Business School (US).

Kevin Barker