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UBS (Lux) Equity SICAV - Long Term Themes (USD) Q-acc (0P00017CTW)

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237.000 +2.870    +1.23%
06/05 - 闭盘. USD 货币 ( 免责声明 )
类型:  基金
市场:  卢森堡
发行商:  UBS Fund Management (Luxembourg) S.A.
ISIN:  LU1323611266 
资产类别:  股票
  • 晨星评级:
  • 总资产: 5.38B
UBS (Lux) Equity SICAV - Long Term Themes (USD) Q- 237.000 +2.870 +1.23%

0P00017CTW概述

 
本页面提供UBS (Lux) Equity SICAV - Long Term Themes (USD) Q-acc的详细介绍,帮助您了解0P00017CTW的高管、总资产、投资策略和联系方式等信息。
种类

環球大型均衡型股票

总资产

5.38B

费用

1.08%

开始日期

2016年1月29日

联络信息

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

高管

名称 标题 任期
Joseph R. Elegante Senior Portfolio Manager 2021 now
背景介紹 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.
Adam Jokich - 2021 now
背景介紹 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.
Chloe Hickey-Jones - 2021 now
Alix Foulonneau - 2017 2021
Joseph R. Elegante Senior Portfolio Manager 2016 2021
背景介紹 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 2016 2021
背景介紹 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 - 2016 2017
Jay Eisenhardt - 2016 2016
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