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Ubs (lux) Equity Sicav - Swiss Opportunity (chf) Q-acc (0P00016OMT)

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173.330 +1.170    +0.68%
07/11 - Closed. Currency in CHF
  • Morningstar Rating:
  • Total Assets: 55.05M
Type:  Fund
Market:  Switzerland
Issuer:  UBS Fund Management (Luxembourg) S.A.
ISIN:  LU1240788148 
Asset Class:  Equity
UBS Lux Equity SICAV - Swiss Opportunity CHF Q-acc 173.330 +1.170 +0.68%

0P00016OMT Overview

 
On this page you'll find an in-depth profile of Ubs (lux) Equity Sicav - Swiss Opportunity (chf) Q-acc. Learn about the key management, total assets, investment strategy and contact information of 0P00016OMT among other information.
Category

Switzerland Large-Cap Equity

Total Assets

55.05M

Expenses

1.11%

Inception Date

Sep 08, 2015

Investment Strategy

This actively managed sub-fund invests at least two thirds of its assets in equities and equity rights of companies domiciled or chiefly active in Switzerland, regardless of market capitalisation. 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”).

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
Christian Suter - 2022 Now
Biography Christian Suter is an Equity Specialist, based in Zurich. He works closely together with the equity investment teams of UBS Asset Management and is responsible for presenting equity strategies to clients, prospects and consultants, primarily focusing on our Swiss, Biotech and Healthcare strategies. Further Christian is the deputy portfolio manager for the Swiss High Dividend and Swiss Income strategies and acts as a member of the portfolio construction team for Swiss Equities. In addition Christian covers Swiss Small and Mid Cap Industrials as well as the Biotech sector as an analyst. In 2009, Christian joined UBS within the graduate training program for the second time, after he made his first experiences at UBS before University in UBS WM&SB and UBS Investment Bank.
Florian Töpfl - 2019 Now
Tobias Schulte - 2015 Now
Biography Tobias Schulte leitet das Swiss Equities Team seit 2015 am Standort Zürich. In seiner Funktion ist er für das Research und die Portfolio-konstruktion verantwortlich. Er ist Portfolio Manager (PM) für die Swiss Small & Mid Cap Fonds und sein Bereich als Analyst sind die Sektoren Industrie, Technologie und Bau. Tobias Schulte trat 1995 dem ehemaligen Schweizerischen Bankverein als Länderanalyst bei und wechselte 1996 in die Anlageberatung, wo er die italienischen, britischen und skandi-navischen Märkte beobachtete und untersuchte. Vor seiner derzeitigen Position war er Account Manager in der Portefeuillekoordination der Gruppe Private Banking Investment Services Gruppe in Basel und Regional Account Manager für Lugano und Mailand. Nach seinem Studium sammelte Tobias Schulte 1993 am ifo Institut für Wirtschaftsforschung in München Erfahrungen als Analyst für Entwicklungsländer. 1994 wurde er von der Deutsch-Britischen Industrie- und Handelskammer in London zum Projektassistenten berufen.
Martin Schreiber - 2018 2022
Christian Suter - 2013 2019
Biography Christian Suter is an Equity Specialist, based in Zurich. He works closely together with the equity investment teams of UBS Asset Management and is responsible for presenting equity strategies to clients, prospects and consultants, primarily focusing on our Swiss, Biotech and Healthcare strategies. Further Christian is the deputy portfolio manager for the Swiss High Dividend and Swiss Income strategies and acts as a member of the portfolio construction team for Swiss Equities. In addition Christian covers Swiss Small and Mid Cap Industrials as well as the Biotech sector as an analyst. In 2009, Christian joined UBS within the graduate training program for the second time, after he made his first experiences at UBS before University in UBS WM&SB and UBS Investment Bank.
Alexander Galbiati - 2015 2018
Biography Alexander Galbiati ist Portfolio Manager für Schweizer Aktien innerhalb des Swiss Equities Team am Standort Zürich. Er ist für die Portfoliokonstruktion der Schweizer All Cap (seit Oktober 2010) und der Swiss Opportunity Strategie (seit April 2015) verantwortlich. Zusätzlich ist er in die Titelselektion von Schweizer Small & Mid Cap Produkten involviert. Weiter ist er hauptverantwortlich für die Analyse von Titeln in den Sektoren Konsumgüter- und Nahrungsmittel, Telekommunikation und Medien. Er war von 2002 bis 2010 für die Portfoliokonstruktion des Schweizer Small Cap und des Mid Cap Retail Fund zuständig und an der Titelselektion in weiteren Schweizer Fonds beteiligt. Zusätzlich zu seinen Verantwortungen im Schweizer Aktienteam war Alexander Galbiati von 2013 bis 2017 verantwortlicher Portfolio Manager der Solid Consumer Brands Strategie. Alexander Galbiati stiess im Jahr 2000 im Rahmen eines Praktikums zu UBS WM&BB und UBS Investment Bank. 2002 wechselte er zum Swiss Equities Team von UBS Asset Management in Zürich. Er ist Mitglied des CFA Institute.
Stefan Bohren - 2010 2015
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