UBS Opportunity Equity Funds are actively managed funds which exploit three different earnings sources: large caps / blue chips, small/mid caps and a flexible liquidity component. Portfolio managers are able to allocate the funds' assets in line with the best return potential. These funds capture our best recommendations from research in a concentrated way, achieving superior returns primarily through active stock selection, tactical active cash allocation and strategic small and mid cap allocation.
Actively managed equity fund that invests globally in high conviction companies.
Small and mid cap equities can be incorporated into the portfolio.
The fund can use a variety of investment strategies, which allow the management team to take advantage of declining stock prices through short selling.
The strategy takes an unconstrained approach, therefore can differ widely from the benchmark.
The fund seeks the best opportunities in the market based on fundamental, quantitative and qualitative information sources.
Exposure to global equity markets through a largely unconstrained approach, diversified across countries and sectors.
Ability to exploit additional investment opportunities through the use of short positions.
Companies are selected independently from the benchmark, based on risk/reward considerations.
Flexible and nimble approach of a small, focused investment team that specializes in managing active funds.
UBS Opportunity Equity Funds invest in equities and may therefore be subject to high fluctuations in value. For this reason, an investment horizon of at least five years and corresponding risk tolerance and capacity are required. As
these UBS Funds pursue an active management style, each Fund's performance can deviate substantially from that of its reference index. All investments are subject to market fluctuations. Every Fund has specific risks, which can significantly increase under unusual market conditions. The fund can use derivatives, which may result in additional risks (particularly counterparty risk).
UBS Equity Funds
UBS Opportunity Equity Funds
UBS Asset Management
UBS Fund Management (Luxembourg) S.A.
UBS Europe SE, Luxembourg Branch
Day of inception
September 24, 2015
Currency of account
Close of financial year
Issue / redemption
Total expense ratio (TER)
Reference Index / Benchmark
MSCI World (net.div.reinv.)
Net asset value
High - last 12 months
Low - last 12 months
Assets of the unit class in mn
Total product assets in mn
Total risk reference index / benchmark
Risk Free Rate
Performance chart (USD-based, as of December 8, 2017)
Indexed, Month-end values
Past performance is not a reliable indicator of future results.
Performance (in %, as of December 8, 2017)
The performance shown does not take account of any commissions, entry or exit charges.
These figures refer to the past. Past performance is not a reliable indicator of future results.
Peer group (as of November 30, 2017)
Fund (USD, in%)
Ø peer group (in %) 1)
Quartile ranking 2)
||Average performance Lipper Global Classification (LGC)
||Quartile 1,2,3,4; e.g.: 1= fund is part of the best 25% of all funds of the peer group
Peer group information. Peer group category used: LGC Equity Global, based on mutual funds in the "MSCI Europe Developed Markets Universe" ex institutional and insurance funds, ETF's and Pension Trusts. Source and calculation: Lipper, a Thomson Reuters Company
By investment domicile (in %, as of November 30, 2017)