|Fund manager group |
|Fund manager company |
|UBS AG |
|Fund type |
|Offshore Fund |
|Fund objective |
|Global universe of equity and bond categories with flexible weightings.
The bond component may vary between 10 and 100% (longterm average 40%) and the equity component between 0 and 90% (longterm average 60%).
Very active fund management.
Foreign currencies are largely hedged versus the reference currency. Nevertheless, an active currency strategy is applied if opportunities seen. |
|Investment style |
|Investment method |
|Fund managers |
|Stefan Lecher||30/04/2013||Stefan Lecher is Global Head of the Global Investment Solutions Strategist team. He has overall responsibility for communicating all aspects of GIS to current and prospective clients and primary responsibility for designing and developing GIS products. He also has oversight of all GIS strategist activity worldwide. Prior to taking on his current role in 2 010, Stefan was a Senior Asset Allocation Strategist for the EMEA region. He joined UBS Global Asset Management in 2004 and during his time with the GIS team, he has developed Asset Liability Investment Solutions and advised on tailor-made investment solutions for institutional clients globally. Stefan was previously a consultant with Mc Kinsey and Company, advising large financial institutions on strategic and financial management. Prior to this, he worked in actuarial, risk management and accounting-related roles with Zurich Financial Services Group and Generali Insurance.
|Andreas Koester||04/06/2010||Andreas Koester is Head of Asset Allocation & Currency in the Global Investment Solutions team. He has overall responsibility for setting strategy across the entire range of GIS asset allocation and currency capabilities, including both traditional benchmark relative and absolute return oriented mandates. Andreas also directs and conducts research and analysis in support of asset allocation strategy setting.
Andreas joined UBS Global Asset Management in 2009 having previously worked at Schroder Investment Management where he was Head of US & European Multi-Asset Solutions and was also a member of their global asset allocation and alternative investment committees. Prior to joining Schroder in 2005, he worked for AXA Investment Managers and Commerzbank Asset Management in various portfolio management and asset allocation roles. He began his career in the investment banking division of Société Generale.
Andreas is a DVFA (Society of Investment Professionals in Germany) Charterholder and also holds the Certified EFFAS Financial Analyst (CEFA) and Investment Management Certificate (IMC) qualifications. |
|Transparent for Austrian Tax, Transparent for Swiss Tax, Transparent for German Tax, Reporting Fund Status, UCITS IV Compliant, MAS Unrestricted Scheme |
|No data available. |
|Fund for sale in |
|Austria, Belgium, Switzerland, Germany, Denmark, Spain, Finland, France, United Kingdom, Greece, Italy, Japan, Liechtenstein, Luxembourg, Malta, Netherlands, Norway, Offshore, Portugal, Singapore, Sweden, Taiwan - Province Of China |