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UBS (Lux) Emerging Ec Global Bonds (USD) P-acc

Ranked 50 out of 199 in - Emerging Markets Global Local Currency over 12 months
All calculations are in USD

Managed by

Uta Fehm

Uwe Schillhorn

Uwe Schillhorn gained a masters degree in economics from the University of Freiburg in Germany. He started his career at Postbank where he was responsible for research and management of fixed income products and securities lending. Since 1995 he works at UBS as a portfolio manager and is also head of emerging markets debt. Uwe is a member of the CFA.

Objective

The fund invests primarily in USD bonds as well as securities denominated in local currencies of emerging markets. Country selection as well as interest and currency risks are actively managed in order to profit from market volatility. The investment objective is to achieve a higher return than that on top-class USD bonds.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

Emerging Markets Global Local Currency over : 31/07/2014 - 31/07/2015

Total Return

Quarterly Performance

to 30/06/2015 Annual Q1 Q2 Q3 Q4
2015 -1.5% -0.2%
2014 -3.6% 1.5% 4.5% -4.0% -5.3%
2013 -11.5% -1.7% -8.3% -1.2% -0.7%
2012 17.9% 6.2% -0.5% 7.1% 4.1%
2011 0.9% 1.7% 3.7% -7.2% 3.2%
2010 14.7% 5.7% -2.0% 10.8% -0.1%
2009 42.9% 6.1% 18.0% 11.2% 2.6%
2008 -24.6% 0.4% 2.0% -8.3% -19.7%
2007 7.4% 2.5% 1.2% 1.3% 2.1%
2006 11.2% 4.2% -3.3% 5.2% 4.9%
2005 11.8% -0.5% 6.2% 4.8% 0.9%
2004 14.7% 3.4% -5.1% 9.7% 6.5%
2003 24.2% 6.6% 10.3% 2.0% 3.6%
2002 12.2% 7.8% -7.2% 2.5% 9.4%
2001 8.1% 1.7% 5.1% -5.1% 6.5%
2000 15.2% 8.1% 0.4% 4.3% 1.9%
1999 29.6% 4.8% 7.8% 1.6% 12.9%
1998 -6.6% -29.3% 16.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Chile
  3. Denmark
  4. Finland
  5. France
  6. Germany
  7. Italy
  8. Korea
  9. Liechtenstein
  10. Luxembourg
  11. Netherlands
  12. Norway
  13. Singapore
  14. Spain
  15. Sweden
  16. Switzerland
  17. Taiwan
  18. United Kingdom

Fund Info

  • Launch date17/03/1998
  • Share Class size161Mn
  • Base currencyUSD
  • ISIN LU0084219863

Purchase Info

  • Min. initial investment0
  • Min. additional investment0

Charges

  • Annual management1.4%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD).