UBS Alternative Funds offer a reduction of portfolio volatility, broad diversification to spread risks and innovative products managed by investment experts.
Long short equity strategy seeking to exploit short and mid term stock price anomalies opportunistically in companies globally. Investments are based on fundamental, quantitative and qualitative analysis.
The portfolio manager seeks to generate positive returns with long or short equity exposure on stocks he is either positive or negative on. In addition he aims to generate returns from incorporating his view on market movements and varying net equity market exposure (beta can vary between -0.25 to 0.7).
The fund seeks to generate an annualized ex-ante volatility of less than 10% over a period of a market cycle (3-5 years).
The fund suits experienced investors who want to diversify their portfolio and understand the risks.
An investment strategy that aims to produce returns driven by stock selection while achieving some downside protection in declining equity markets.
The fund is managed in accordance with UCITS rules & guidelines.
The fund offers daily liquidity.
You put your trust in the skills of a portfolio management team with an extensive experience in fundamental research and quantitative as well as qualitative analysis.
UBS Equity Long-Short Funds deliver a long and short exposure to equities in order to reduce the volatility of the portfolio compared to a common long only equity fund. Despite the expected reduction in volatility, the funds can still be subject to high fluctuations in value. For this reason, an investment horizon of at least five years and corresponding risk tolerance and risk capacity are required. The fund may enter into OTC derivative contracts to generate the equity exposure. These contracts are collateralised, however the risk of a counterparty default remains. UBS Equity Long-Short Funds pursue an active management style and may deliver significant negative performance over certain periods. The fund can perform negatively while underlying equity markets perform positively and vice versa. Each fund has specific risks, which can significantly increase under unusual market conditions. As the fund uses derivatives & sophisticated leverage techniques, investors must be willing to bear the additional risk involved.
UBS Alternative Funds
UBS Long Short Funds
UBS Asset Management
UBS Fund Management (Luxembourg) S.A.
J.P. Morgan Bank (Ireland) Plc
Representative for products established under foreign law
UBS Fund Services (Luxembourg) S.A.
Day of inception
November 26, 2012
Currency of account
Close of financial year
Issue / redemption
Total expense ratio (TER)
Net asset value
High - last 12 months
Low - last 12 months
Assets of the unit class in mn
Total product assets in mn
Performance chart (EUR-based, as of December 7, 2017)
Indexed, Month-end values
Past performance is not a reliable indicator of future results.
Performance (in %, as of December 7, 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 (EUR, 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 Alternative Long/Short 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
10 largest positions long (in %) (in %, as of November 30, 2017)