瑞銀長線趨勢股票基金 (USD) Q-acc(0P00017CTW)

盧森堡

從投資組合中新增/移除新增至觀察名單

245.320 +0.490 +0.20%

22/11 - 關閉. USD 貨幣

種類: 基金

市場: 盧森堡

發行者: UBS Fund Management (Luxembourg) S.A.

國際證券識別碼(ISIN): LU1323611266

資產類別: 股票

晨星評級:
總資產: 4.25B

0P00017CTW綜觀

你可在本頁找到深入的瑞銀長線趨勢股票基金 (USD) Q-acc公司檔案，包括0P00017CTW的主要管理層、總資產、投資策略及聯絡資料，以及各類其他資訊。

類別

Global Large-Cap Blend Equity

總資產

4.25B

費用

1.07%

基金成立

2016年1月29日

投資策略

該子基金主要（即其資產淨值的最少三分之二）投資於全球已發展及新興市場的大中小型企業股票及其他股本權益。

聯絡資訊

地址 33A, avenue J.-F. Kennedy, L-1855 Luxembourg
Luxembourg, L-1855
Luxembourg

電話 +352-441 0101

網絡 www.ubs.com/funds

主要管理層

名稱	主旨	成立於	直至
Joseph R. Elegante	Senior Portfolio Manager	2021	now
自傳	Joe is Deputy head of Global and Sustainable Equities and a Senior Portfolio Manager on a range of Global strategies including Sustainable, Impact and Long Term Themes. Joe has over 20 years of portfolio management experience and is based in London. Before joining UBS-AM, Joe worked as a portfolio manager at RMB Capital Management where he managed several equity strategies including a multi-cap core, dividend growth and a small cap-focused special situations strategy for institutional and private clients. Prior to joining RMB Capital, Joe worked for 12 years as a senior portfolio manager at Alliance Bernstein where he was a member of the Large Cap Growth Team. In this position he managed a $15 billion growth strategy, which included individual institutional accounts, a mutual fund, Luxembourg fund and assets on behalf of the private client division for Sanford Bernstein. His responsibilities included portfolio construction, fund governance, security selection and risk management. Joe is a CFA Charterholder, a member of the CFA Institute and the CFA Society of Chicago.
Adam Jokich	-	2021	now
自傳	Adam Jokich is a Quantitative Sustainability Analyst on the Global Sustainable Equities team. He leads the team's efforts in developing and enhancing their proprietary ESG Model, and integrating it into the investment process. Adam leverages his quantitative skillset to provide value add in the portfolio construction and risk management process. Prior to joining the Global Sustainable Equities team, Adam worked as a quantitative analyst on the Applied Research Group, in UBS Asset Management. Adam was responsible for providing quantitative research and analysis used in the investment decision making process, and assisting in the infrastructure development of quantitative equity portfolios. He was the deputy portfolio manager on the US and Global Multi-Strategy portfolios, and was responsible for the research and development initiatives of various risk premia capabilities. Adam is a CFA Charterholder, a member of the CFA Institute and the CFA Society of Chicago.
Chloe Hickey-Jones	-	2021	now
Alix Foulonneau	-	2017	2021
Joseph R. Elegante	Senior Portfolio Manager	2016	2021
自傳	Joe is Deputy head of Global and Sustainable Equities and a Senior Portfolio Manager on a range of Global strategies including Sustainable, Impact and Long Term Themes. Joe has over 20 years of portfolio management experience and is based in London. Before joining UBS-AM, Joe worked as a portfolio manager at RMB Capital Management where he managed several equity strategies including a multi-cap core, dividend growth and a small cap-focused special situations strategy for institutional and private clients. Prior to joining RMB Capital, Joe worked for 12 years as a senior portfolio manager at Alliance Bernstein where he was a member of the Large Cap Growth Team. In this position he managed a $15 billion growth strategy, which included individual institutional accounts, a mutual fund, Luxembourg fund and assets on behalf of the private client division for Sanford Bernstein. His responsibilities included portfolio construction, fund governance, security selection and risk management. Joe is a CFA Charterholder, a member of the CFA Institute and the CFA Society of Chicago.
Bruno Bertocci	Head	2016	2021
自傳	Bruno Bertocci is Team Head of the Global Sustainable Equity team and a Managing Director at UBS Asset Management. Mr. Bertocci has over 30 years of industry experience and has been with UBS Asset Management since 2004. Mr. Bertocci has been responsible for constructing and managing our global equity portfolios worldwide.
Shari Gilfillan	-	2016	2017
Jay Eisenhardt	-	2016	2016

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