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Ubs (lux) Bond Sicav - Usd Investment Grade Corporates Sustainable (usd) U-x-acc (0P00019QWL)

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12,574.510 +74.450    +0.60%
25/11 - Closed. Currency in USD
  • Morningstar Rating:
  • Total Assets: 2B
Type:  Fund
Market:  Luxembourg
Issuer:  UBS Fund Management (Luxembourg) S.A.
ISIN:  LU1469614280 
Asset Class:  Bond
UBS (Lux) Bond SICAV - USD Investment Grade Corpor 12,574.510 +74.450 +0.60%

0P00019QWL Overview

 
On this page you'll find an in-depth profile of Ubs (lux) Bond Sicav - Usd Investment Grade Corporates Sustainable (usd) U-x-acc. Learn about the key management, total assets, investment strategy and contact information of 0P00019QWL among other information.
Category

USD Corporate Bond

Total Assets

2B

Expenses

0.01%

Inception Date

Jan 30, 2017

Investment Strategy

UBS Asset Management categorises this sub-fund as a Sustainability Focus Fund. This sub-fund promotes environmental and/or social characteristics and complies with Article 8 of Regulation (EU) 2019/2088 on sustainability-related disclosures in the financial services sector (“SFDR”). The actively managed sub-fund invests primarily in corporate bonds denominated in USD of issuers with a strong ESG (Environmental, Social and Governance) profile . The sub-fund uses the benchmark Bloomberg US Corporate Intermediate Index (TR) as reference for portfolio construction, performance evaluation, sustainability profile comparison and risk management purposes. The benchmark is not designed to promote ESG characteristics. For share classes with “hedged” in their name, currency-hedged versions of the benchmark (if available) are used.

Contact Information

Address 33A, avenue J.-F. Kennedy, L-1855 Luxembourg
Luxembourg, L-1855
Luxembourg
Phone +352-441 0101

Top Executives

Name Title Since Until
Moyu Wang - 2023 Now
Felipe Telles - 2019 Now
Biography Felipe Telles is a portfolio manager on the credit portfolio management team. His responsibilities include trading, portfolio management and analysis, and working with the senior credit portfolio management in the planning and execution of credit strategies. Prior to his role as a portfolio manager, Felipe was a member of the Global Credit Research team and was responsible for the credit coverage and development of trade recommendations for Global Industrials. Felipe joined UBS Asset Management in April 2012. Prior to joining UBS, Felipe gained experience with KPMG Sydney.
David Vignolo - 2017 Now
Biography David Vignolo heads the US Corporate strategy team and is responsible for developing and implementing duration, yield curve, sector and issue selection decisions in US investment grade credit and long duration credit strategies. Prior to joining the firm in 2012, David was the Head of Corporate Strategy at Deutsche Asset Management/DB Advisors. In this role he managed the corporate trading team and was responsible for dedicated corporate bond mandates as well as corporate strategy within Enhanced Core, Core and Gov/Credit mandates. Prior to Deutsche Asset Management/DB Advisors, David was a Portfolio Manager and Senior Corporate Bond Trader at Invesco, where he was responsible for managing the corporate trading team. Previous experience includes fixed income portfolio management roles with Conning Asset Management and ANB Investment Advisors.
Robert Martin Portfolio Manager 2017 2023
Biography Martin is a portfolio manager at a member company of the Principal Financial Group with responsibility for all municipal products. Prior to joining Principal in 2001, he was a senior vice president and managed municipal bond portfolios at the Trust Company of the West in New York. He is a member of the Municipal Bond Forum of New York, Municipals Buyers Conference and the Portfolio Investment Group.
Ryan Raymond - 2017 2019
Biography Ryan Raymond is a portfolio manager on the credit portfolio management team. His responsibilities include trading cash and derivative credit products, portfolio management and analysis, and working with the senior credit portfolio management in the planning and execution of credit strategies. Prior to joining the credit team, Ryan was responsible for management of US money market portfolios and assisted in the management of enhanced cash and short duration portfolios. Ryan joined the firm in 2003 as a Fixed Income Operations Assistant. He was responsible for processing trade information, trade notification to custodians, the resolution of settlement issues, and maintenance of account information.
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