UBS US Growth C Acc
Latest (Mid) Price:
GBX 227.25
Day Change:
+0.47%
| Shares Class | Inc. |
|---|---|
| Yield | 0.00 |
| Total Expense Ratio | 0.00 |
Fund Performance
Cumulative Performance
Discrete Performance
MoneyAM Fund Centre
Quick Stats
| Fund Size | 406,270,000.00 | Launch Date | 10/11/2008 | Standard Initial Charge (%) | 0.00 |
|---|---|---|---|---|---|
| Currency | GBX | ISA Eligible | Yes | Annual Management Charge (%) | 0.75 |
| Sector | IMA UK Equity Income | Min Investment (£) | 1,000.00 | Total Expense Ratio (%) | 0.00 |
| ISIN | GB00B7VHZX64 | Min Topup (£) | 500.00 | Ongoing Charge (%) | 0.8300 (on 31/12/2019) |
Fund Objective
The Fund aims to grow the value of your investment and outperform the Russell 1000 Growth Index after charges over the medium to long term (3 to 5 years).
Fund Managers
Peter J. Bye
Peter Bye is the Portfolio Manager on UBS Asset Management's US Large and Mid-Cap Growth Equity team. In addition to his portfolio management responsibilities, he is responsible for analysis and issue selection in the health care. Peter joined UBS Asset Management in 2010 after twelve years in equity research on the sell side covering health care sectors at Cowen & Co., Citigroup, Wachovia and most recently at Jefferies and Co. where he was mentioned as one of the Best on the Street in the 2010 Wall Street Journal survey. Prior to his equity research career, Peter worked in the quantitative research department at Putnam Investments in Boston, analyzing portfolio strategies, risk, security modeling, and performance attribution among the companies taxable fixed income groups.
Albert Tsuei
Alexis Freyeisen
Asset Breakdown
Region Breakdown
Sector Breakdown
| Name | Weight |
|---|---|
| Communications | 14.00% |
| Consumer Discretionary | 19.00% |
| Consumer Staples | 1.00% |
| Health Care | 12.00% |
| Industrials | 4.00% |
| Information Technology | 46.00% |
| Others | 1.00% |
Top 10 Holdings
| Name | Weight |
|---|---|
| APPLE INC | 9.00% |
| AMAZON.COM INC | 8.00% |
| MICROSOFT CORP | 8.00% |
| ALPHABET INC | 6.00% |
| VISA INC | 4.00% |
| AUTODESK INC | 2.00% |
| LOWES COMPANIES INC | 2.00% |
| SALESFORCE.COM INC | 2.00% |
| SERVICENOW INC | 2.00% |
| STARBUCKS CORP | 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.
Fund data supplied by
