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Ubs Us Growth Fund Class C Accumulation Shares (net) (0P0000WFBD)
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3.249
-0.030
-0.77%
Type:
Fund
Market:
United Kingdom
Issuer:
UBS Asset Management Funds Ltd
ISIN:
GB00B7VHZX64
Asset Class:
Equity
- Morningstar Rating:
- Total Assets: 475.14M
UBS US Growth Fund Class C Accumulation Shares (Ne
3.249
-0.030
-0.77%
- Overview
- Profile
- Historical Data
- Holdings
Ubs Us Growth Fund Class C Accumulation Shares (net) Overview
On this page you'll find an in-depth profile of Ubs Us Growth Fund Class C Accumulation Shares (net). Learn about the key management, total assets, investment strategy and contact information of 0P0000WFBD among other information.
Investment Strategy
The Fund aims to grow the value of investor's investment and outperform the S&P 500 Index after charges over the medium to long term (3 to 5 years). The Fund invests at least 80% in US equities.
Contact Information
Address
5 Broadgate, London EC2M 2QS
London, EC2M 2QS
United Kingdom
London, EC2M 2QS
United Kingdom
Phone
+44 20 79015000
Web
www.ubs.com
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Eric Garfunkel | - | 2024 | Now |
| Alia Aziz | Equity Analyst | 2022 | Now |
| Biography | Alia Aziz is an Investment Analyst on the US Large and mid-cap Growth Equity strategies as well as on the Digital Transformation Equity strategy, a Global Growth Equity strategy. Her coverage includes primarily the consumer sectors. Alia joined UBS in September 2020. She was previously Director of Global Strategy at Selina, a global hospitality and coworking company. She was the founding analyst at Spyglass Capital Management, a concentrated U.S. mid-cap long-only growth fund that launched in 2015. She has also been at AllianceBernstein, where she was a senior research analyst on the Emerging Markets Growth and International Large-Cap Growth team. Alia started her career as the sole analyst at Edgewood Management, a concentrated U.S. large-cap long-only growth fund. | ||
| Peter J. Bye | - | 2012 | Now |
| Biography | Peter Bye is a portfolio manager on the strategy. He has industry experience dating back to 1992 and has been with UBS since 2012. He is based in New York | ||
| Albert Tsuei | - | 2015 | 2024 |
| Biography | Albert Tsuei is the Lead Portfolio Manager for the strategy and a Senior Investment Analyst on the US Large Cap Growth Equity portfolio team covering the information technology sector. Prior to joining UBS Asset Management in 2002, Albert worked at IBM Research, Cisco Systems, CS First Boston and Morgan Stanley and Sun Microsystems. At Morgan Stanley, Albert performed fundamental equity research of the server hardware industry. At Cisco and Sun Microsystems, Albert held strategic management roles. He has published a paper in the Journal of Applied Corporate Finance on value creation in the computer industry. Albert has completed the Series 7 and 63 exams. Albert graduated from Cornell University with an AB in Computer Science and Mathematics. Additionally, he holds a MBA from the Kellogg School of Management at Northwestern University. | ||
| Hajro Kadribeg | - | 2021 | 2022 |
| Alexis Freyeisen | - | 2019 | 2021 |
| Dan Neuger | Fixed Income Analyst | 2013 | 2020 |
| Biography | Mr. Neuger is an Executive Director of UBS Global AM. Prior to joining UBS Global AM in 2013, Mr. Neuger was a U.S. equity portfolio manager at Pinebridge Investments since 2004, most recently serving as Head of U.S., EU and Global Active Equities. Prior to joining Pinebridge, Mr. Neuger was a Fixed Income Analyst with Wells Capital Management in Minnesota. Mr. Neuger received his BA in Economics from Saint Olaf College and an MBA in Finance and Accounting from the University of Minnesota. | ||
| Sam E. Console | - | 2012 | 2013 |
| Biography | Sam is a member of the U.S. equity management team, serving as a senior equity portfolio manager and research analyst. He began his investment management career in 1996 with Societe Generale Group and joined UBS Global Asset Management in 1997 where he was responsible for providing research and analytical support for the Growth Equities Group. Prior to joining Rainier, Sam was a co-portfolio manager and senior consumer analyst on the UBS U.S. Large Cap Growth Equity team, responsible for analysis and issue selection focusing on the consumer discretionary and consumer staples sectors. Sam received a Bachelor of Arts in Finance from Texas A&M University. | ||
| Lawrence G. Kemp | Managing Director | 2008 | 2012 |
| Biography | Lawrence Kemp, CFA, Managing Director and portfolio manager, is head of BlackRock's Fundamental Large Cap Growth team. He is a member of the Fundamental Equity platform within the Fundamental Equity division of BlackRock's Alpha Strategies Group. Prior to joining BlackRock, Mr. Kemp was at UBS Global Asset Management, where he managed the Laudus Growth Investors US Large Cap Select Growth Fund (LGILX), as well as both diversified and concentrated US large cap growth institutional equity portfolios against the Russell 1000 Growth and S&P 500 indexes. Mr. Kemp joined the Growth Equity team at UBS Global Asset Management in 2001, but his tenure with the firm dated back to 1992. He held various roles including chief investment strategist, co-head of fixed income and global head of high yield research. Mr. Kemp holds a BA from Stanford University and an MBA from the University of Chicago. Mr. Kim has an MBA from Columbia, and a BS in Industrial Engineering from the University of Illinois. | ||
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