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Ubs (lux) Equity Fund - Global Sustainable Improvers (usd) U-x-acc (0P0001NJ56)

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10,864.900 +61.170    +0.57%
04/11 - Closed. Currency in USD
Type:  Fund
Market:  Luxembourg
ISIN:  LU2391792749 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 363.79M
UBS (Lux) Equity Fund - Global Sustainable Improve 10,864.900 +61.170 +0.57%

0P0001NJ56 Overview

 
On this page you'll find an in-depth profile of Ubs (lux) Equity Fund - Global Sustainable Improvers (usd) U-x-acc. Learn about the key management, total assets, investment strategy and contact information of 0P0001NJ56 among other information.
Category

Global Large-Cap Blend Equity

Total Assets

363.79M

Expenses

0.03%

Inception Date

Oct 28, 2021

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
Joseph R. Elegante Senior Portfolio Manager 2021 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.
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.
Chole Hickey-Jones - 2021 Now
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