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UBS (Irl) Inv Sel - Equity Opp L/S Fd I-B-a

Ranked 175 out of 181 in - Long/Short Equity over 12 months
All calculations are in EUR unless stated

Managed by

Max Anderl

Objective

The Fund uses a long-short equity strategy to exploit stock price anomalies in companies around the world, buying long positions in stocks considered undervalued or attractive and selling short positions in overvalued or less attractive stocks. Companies are selected according to a combination of fundamental, quantitative and qualitative research, and the Fund will hold a relatively concentrated portfolio. The net market exposure of the Fund will vary according to market conditions.

Showing fund performance in Portugal View performance globally

Performance

Long/Short Equity over : 31/03/2016 - 31/03/2017
  • Rank 175/181 Total Return
  • Rank 155/181 Standard Deviation
  • Rank 173/181 Max Drawdown
Fund Name Currency Return
173 Melchior Sel Trust European Absolute Ret I1 EUR

-12.1%

174 InRIS UCITS PLC-R Parus I EUR Hedged

Currency exposure is hedged

Currency exposure is hedged

EUR

-12.5%

175 UBS (Irl) Inv Sel - Equity Opp L/S Fd I-B-a EUR

-14.4%

176 Odey Giano European R EUR Acc EUR

-17.3%

177 CF Odey Absolute Return EUR Hgd Inst Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

-17.6%

Fund Name Currency Risk
153 MS Broadmark Tactical Plus UCITS B2 Acc EUR EUR

10.7

153 MS Alkeon UCITS I EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

10.7

155 UBS (Irl) Inv Sel - Equity Opp L/S Fd I-B-a EUR

10.7

156 Argos Funds European Equities Long-Short A EUR EUR

10.7

157 TOSCA MICRO CAUCITS EUR Inst Acc EUR

10.8

Fund Name Currency Loss
171 Algebris Financial Equity B EUR Acc EUR

-14.3%

172 InRIS UCITS PLC-R Parus I EUR Hedged

Currency exposure is hedged

Currency exposure is hedged

EUR

-14.7%

173 UBS (Irl) Inv Sel - Equity Opp L/S Fd I-B-a EUR

-16.1%

174 Odey Giano European R EUR Acc EUR

-17.3%

175 Threadneedle UK Absolute Alpha Ret Net Acc EUR EUR

-19.0%

Total Return

Quarterly Performance

to 31/03/2017 Annual Q1 Q2 Q3 Q4
2017 -3.1%
2016 -20.4% -9.9% 1.6% -6.3% -7.1%
2015 26.9% 11.5% -2.2% 11.1% 4.9%
2014 13.7% -1.5% 2.9% 9.8% 2.2%
2013 6.4% 10.6% -2.6% -8.2% 7.7%
2012 4.1% -5.3% 7.6% 6.8% -4.4%
2011 9.0% 0.6% 1.6% 7.0% -0.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Finland
  4. France
  5. Germany
  6. Ireland
  7. Luxembourg
  8. Netherlands
  9. Spain
  10. Sweden
  11. Switzerland
  12. United Kingdom

Fund Info

  • Launch date29/10/2010
  • Share Class size96Mn
  • Base currencyEUR
  • ISIN IE00B5L0CB82

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management0.00%
  • Initial investment0

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