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UBS (Irl) Investor Selection - Equity Opportunity Long Short Fund (0P00017V2E.SW)

113.25 +0.19 (+0.17%)
At close: April 17 at 10:00 PM GMT+2

Fund Summary

UBS (Irl) Investor Selection - Equity Opportunity Long Short Fund

"1st Floor, College Park House, South Frederick Street"

Fund Overview

Category --
Fund Family UBS Fund Management (Ireland) Ltd.
Net Assets --
YTD Return 6.14%
Yield 0.00%
Morningstar Rating --
Inception Date Jan 27, 2015

Fund Operations

Last Dividend --
Last Cap Gain --
Holdings Turnover 145.99%
Average for Category --

Fees & Expenses

Expense 0P00017V2E.SW Category Average
Annual Report Expense Ratio (net) 0.00% --
Prospectus Net Expense Ratio 0.00% --
Prospectus Gross Expense Ratio 0.00% --
Max 12b1 Fee -- --
Max Front End Sales Load -- --
Max Deferred Sales Load -- --
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Maximilian Anderl is Head of Concentrated Alpha Equity within UBS Asset Managment and is the lead portfolio manager for the Global and European Concentrated Alpha long only and long / short strategies. Maximilian has worked on the Concentrated Alpha team and its distinctive approach and strategies since its inception in 2004, becoming head of that team in January 2011. Maximilian joined the European Equity Team in London in 2002, having joined UBS Asset Management, Zurich, in 2000 as an equity fund manager. In that role he was responsible for the retail funds and European client mandates. Prior to joining UBS, Maximilian worked in academic research, university teaching, research and development and corporate finance for the pharmaceutical industry. Maximilian is a Regular Member of the CFA Society of the UK and the CFA Institute.

Morningstar Style Box

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Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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