UBS US Growth Fund Class B Accumulation Shares (Net)

Name
UBS US Growth Fund Class B Accumulation Shares (Net)
Manager
UBS Asset Management Funds Ltd
Type
Open Ended Investment Company
ISIN
GB00B3D8MW76
Sector
North America
Launched
03/11/2008
OCF
1.08 %
Risk Rating
4
3 Year Sharpe
0.90
3 Year Alpha
-3.52
Yield
0 %
Benchmark
Russell 1000 Growth TR USD
The fund seeks to achieve long term capital growth primarily through investment in US equities with growth characteristics. The ACD may use derivatives for the purpose of efficient portfolio management. The Fund may also invest in other transferable securities (including warrants), money market instruments, deposits, cash and near cash and units in collective investments schemes.
Holding %
Microsoft Corp 8.34 %
Amazon.com Inc 7.16 %
Alphabet Inc A 5.85 %
Apple Inc 5.11 %
Visa Inc Class A 3.86 %
Nike Inc B 2.96 %
Union Pacific Corp 2.82 %
Anthem Inc 2.71 %
American Express Co 2.65 %
Crown Castle International Corp 2.65 %
Region %
United States 97.78 %
Sector %
Technology 38.08 %
Consumer Cyclical 18.63 %
Healthcare 17.01 %
Financial Services 9.45 %
Industrials 7.54 %
Name
UBS Asset Management Funds Ltd
Address
EC2M 2QS, London, United Kingdom
UCITS
Yes
Legal Structure
Open Ended Investment Company

Managers

Dan Neuger
Joined 09/09/2013

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.

Peter Bye
Joined 11/13/2012

Peter Bye is the Portfolio Manager on UBS Asset Management's US Large and Mid-Cap Growth Equity team. In addition to his portfolio management responsibilities, he is responsible for analysis and issue selection in the health care. Peter joined UBS Asset Management in 2010 after twelve years in equity research on the sell side covering health care sectors at Cowen & Co., Citigroup, Wachovia and most recently at Jefferies and Co. where he was mentioned as one of the Best on the Street in the 2010 Wall Street Journal survey. Prior to his equity research career, Peter worked in the quantitative research department at Putnam Investments in Boston, analyzing portfolio strategies, risk, security modeling, and performance attribution among the companies taxable fixed income groups.

Data provided by Morningstar.

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