UBS (Lux) Equity Fund - Euro Countries Opportunity Sustainable (EUR) U-X-acc(0P0000WLDX)

盧森堡

從投資組合中新增/移除新增至觀察名單

31,956.360 +503.710 +1.60%

14/11 - 關閉. EUR 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): LU0401311831

資產類別: 股票

晨星評級:
總資產: 459.08M

0P0000WLDX綜觀

你可在本頁找到深入的UBS (Lux) Equity Fund - Euro Countries Opportunity Sustainable (EUR) U-X-acc公司檔案，包括0P0000WLDX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

Eurozone Large-Cap Equity

總資產

459.08M

費用

0.04%

基金成立

2012年7月17日

投資策略

本子基金的投資目標，是在妥善兼顧投資資本的安全和基金資產流通的同時實現高增長以及合理的收入水平。子基金資產應按分散風險的原則進行投資。除於子基金的投資策略中有指明外，子基金將各自資產的最少70%投資於由有關子基金名稱中提及之指數所包含的公司或由子基金名稱中提及之國家或地區中的註冊公司或由主要活躍於有關子基金名稱中提及的國家、地區或行業的公司的股票、諸如合作社股份和參與票證（股份和股權）等其他股權性份額、短期證券、股息權證書以及證券認購證等。

聯絡資訊

地址 5, rue Jean Monnet
Luxembourg,* L-2180
Luxembourg

電話 +352 4 36 16 11

傳真 +352 4 36 16 1555

網絡 www.credit-suisse.com

主要管理層

名稱	主旨	成立於	直至
Kevin Barker	-	2024	now
Marie Paske	-	2024	now
Xavier Lefranc	-	2024	now
Maximilian Anderl	-	2015	2024
自傳	Maximilian Anderl is Head of Concentrated Alpha Equity within UBS Asset Managment and is the lead portfolio manager for the Global and European Concentrated Alpha long only and long / short strategies. Maximilian has worked on the Concentrated Alpha team and its distinctive approach and strategies since its inception in 2004, becoming head of that team in January 2011. Maximilian joined the European Equity Team in London in 2002, having joined UBS Asset Management, Zurich, in 2000 as an equity fund manager. In that role he was responsible for the retail funds and European client mandates. Prior to joining UBS, Maximilian worked in academic research, university teaching, research and development and corporate finance for the pharmaceutical industry. Maximilian is a Regular Member of the CFA Society of the UK and the CFA Institute.
Jeremy Leung	-	2011	2024
自傳	Jeremy Leung is Portfolio Manager on the Concentrated Alpha Equity team at UBS Asset Management. He is responsible for supporting the investment process and strategy communication for the team. Prior to undertaking his role in March 2011, Jeremy was a Quantitative Analyst within the Equities Group. He was responsible for conducting quantitative and fundamental research for the Group’s investment teams. He also worked extensively on the Group’s fundamental equity valuation model. Prior to joining UBS in 2007, Jeremy worked as a consultant for FactSet Research Systems. He was responsible for providing advice and support to large investment managers across Europe on various analytical tools for investing. Jeremy is a Regular Member of the CFA Society of the UK and the CFA Institute.
Richard Williams	Portfolio Manager	2016	2017
James Collyer	-	2011	2011
Richard Mears	Portfolio Manager	2010	2011
自傳	Rich is a member of the Fixed Income team with responsibility for fixed income security credit analysis. He joined PNC Capital Advisors, LLC or its predecessor in 2004, after spending five years as a financial analyst with National City Corporation's Institutional Asset Management division and over two years with Retirement Plan Services. Rich holds a B.S. from Miami University and an M.B.A. from Case Western Reserve University and is a CFA charterholder.
Gustav Biner	-	1998	2010
Michaela Tanner	-	1998	2010

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