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Ubs S&p 500 Index Fund C Accumulation (0P000147T9)

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1.857 +0.010    +0.47%
08/05 - Closed. Currency in GBP ( Disclaimer )
  • Morningstar Rating:
  • Total Assets: 1.37B
Type:  Fund
Market:  United Kingdom
ISIN:  GB00BMN91T34 
Asset Class:  Equity
UBS S&P 500 Index Fund C Accumulation 1.857 +0.010 +0.47%

0P000147T9 Overview

 
On this page you'll find an in-depth profile of Ubs S&p 500 Index Fund C Accumulation. Learn about the key management, total assets, investment strategy and contact information of 0P000147T9 among other information.
Category

US Large-Cap Blend Equity

Total Assets

1.37B

Expenses

Inception Date

Nov 12, 2014

Investment Strategy

The Fund seeks to track the return of the S&P 500 Index (the "Index") before the deduction of charges. The Fund employs a passive investment strategy, investing all, or substantially all, of its assets in the shares of companies that make up the Index. To the extent that the Fund is not fully invested in the equities of the Index, it may be invested in shares of companies which in the Manager’s opinion are reasonably expected to become part of the Index. The Fund may also invest in warrants, money market instruments, deposits, cash and near cash and other funds.

Contact Information

Address 5 Broadgate, London EC2M 2QS
London, EC2M 2QS
United Kingdom
Phone +44 20 79015000

Top Executives

Name Title Since Until
Kaushik Patel - 2017 Now
Biography Kaushik Patel is a Portfolio Manager within the Indexing team, responsible for the day-to-day management of a number of passive equity portfolios. Kaushik joined UBS Asset Management in 2006. Prior to this he was a quantitative portfolio manager within the international equity team at JP Morgan Asset Management, where he was responsible for portfolio construction and stock selection. Kaushik is a Regular Member of the CFA Society of the UK and the CFA Institute.
Ben Faulkner - 2014 2017
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