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Ubs International Sustainable Equity Fund Class P (0P00002S27)
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UBS International Sustainable Equity Fund Class P
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- Overview
- Profile
- Historical Data
- Holdings
0P00002S27 Overview
On this page you'll find an in-depth profile of Ubs International Sustainable Equity Fund Class P. Learn about the key management, total assets, investment strategy and contact information of 0P00002S27 among other information.
Investment Strategy
The investment seeks to maximize total return, consisting of capital appreciation and current income by investing primarily in the equity securities of non-U.S. issuers. The fund invests at least 80% of its net assets (plus borrowings for investment purposes, if any) in equity securities. Under normal market conditions, the fund invests primarily (at least 65% of its total assets) in issuers organized or having their principal place of business outside the United States or doing a substantial amount of business outside the United States. Up to 35% of the fund's assets may be invested in U.S. equity securities.
Contact Information
Address
Bahnhofstrasse 45
Zürich,Zürich CH-8098
Switzerland
Zürich,Zürich CH-8098
Switzerland
Phone
044 234 34 99
Fax
212-821-6737
Web
www.ubs.com
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Adam Jokich | - | 2021 | Now |
| Biography | 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. | ||
| Joseph R. Elegante | Senior Portfolio Manager | 2016 | Now |
| Biography | 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 | 2013 | 2021 |
| Biography | 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 | - | 2013 | 2016 |
| Stephan Maikkula | - | 2012 | 2013 |
| Biography | Vice President, Senior Portfolio Manager Stephan Maikkula joined Delaware Investments in March 2016 as a member of the Global Ex-U.S. Equity team. He is the lead portfolio manager for the firm’s International Small Cap Strategy. Previously, he worked at UBS Asset Management from July 2007 to February 2016 in various investment roles, leaving the firm as a portfolio manager on the Global ex-U.S. Growth Equities team. Prior to UBS, Maikkula worked at Nicholas-Applegate Capital Management as a generalist on the firm’s International Growth team, where he covered Europe. Previously, he was an analyst and portfolio manager with the Employees Retirement System of Texas. Prior to that, Maikkula was a portfolio manager for the MBA Investment Fund and an investment analyst intern at the Teacher Retirement System of Texas. He also worked for Cargill for six years in various commodity merchandising roles, providing fundamental and technical analysis of commodity markets. Maikkula earned a bachelor’s degree at St. John’s University and an MBA at the University of Texas at Austin. He is a member of the CFA Institute and the Market Technicians Association. | ||
| Nicholas Irish | Head | 2008 | 2013 |
| Biography | Nick Irish is Head of Global Equities within the Core/Value Equities business since April 2012. Previously, Nick was a Senior Portfolio Manager on the Core / Value Global Equities team. Nick joined UBS Global Asset Management in March 2008 from HSBC Global Asset Management where had been Senior Global Equity Portfolio Manager since 2005. Prior to this, Nick spent 11 years at Schroders. Nick attended Exeter University (UK) and is a Regular Member of the CFA Society of the UK. | ||
| Vincent Willyard | Head | 2009 | 2013 |
| Biography | Vincent Willyard is the Head of Global ex-US Growth equities team within Growth Investors. He is also responsible for managing the Global ex-US All Cap Growth, Global ex-US Small Cap Growth and European Growth strategies. Vincent joined UBS Global Asset Management in July 2007. Prior to this role, he worked at Nicholas-Applegate Capital Management where he led the International Growth team. Vincent was the lead portfolio manager on the International All Cap Growth and International Small Cap Growth strategies. His team also managed Emerging Market and Pacific Rim strategies. Vincent was previously the lead portfolio manager of Duncan-Hurst Capital Management’s (DHCM) International All Cap Growth and International Small Cap Growth strategies. Vincent and his team developed these strategies at DHCM. Vincent is a member of the CFA Institute | ||
| Ilario Di Bon | Executive Director | 2007 | 2008 |
| Biography | Ilario joined Alliance Trust as Head of Global Equities on 1st July 2011. Prior to joining Alliance Trust, Ilario was Head of Institutional Global Equities at Fidelity International, managing Fidelity’s Global Opportunities Fund, which under his stewardship grew from US$250 million to over US$1 billion assets under management in under two years. During his time at Fidelity, the fund received a Morningstar Superior rating and was awarded Asian Investor Global Equity Fund of the Year 2010. Ilario previously spent almost eight years at UBS Global Asset Management, working in both London and Tokyo, and he held a number of senior roles in global and Japanese equities before becoming Lead Portfolio Manager, Global Equities, in 2005. Before joining UBS in 2000, Ilario worked for several years in industry, covering strategic and financial planning roles at Tektronix (now part of Danaher), Electrolux and Benetton. He holds a degree in Economics and Finance from the University of Bologna and an MBA from Manchester Business School. | ||
| Thomas P. Madsen | Managing Director, Portfolio Manager | 2000 | 2007 |
| Biography | Madsen is the Global Head of Equities at UBS Global Asset Management. He has been a Managing Director of UBS Global Asset Management since February 2000 and a portfolio manager of the UBS International Equity Fund and the UBS Global Equity Fund since February 2000. Madsen holds a Charted financial Analyst designation. | ||
| Martin Clarke | Portfolio Manager | 2002 | 2003 |
| Biography | Clark is a portfolio manager of UBS. | ||
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