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UBS US Growth C Acc

Citicode
G5QY
Launch Date
13-08-2012
Fund Size
£492,302,343
Yield
0.00%
Ongoing Charge
0.83%
Fund Managers
Eric Garfunkel
Mr. Katie Thompson
Peter J. Bye
Benchmark: IA North America
Investment
UBS US Growth C Acc
3 months
6 months
1 Year
3 years
5 years

Fund Objective

The UBS US Growth Fund (the "Fund") aims to grow the value of your investment and outperform the S&P 500 Index (the "Benchmark") after charges over the medium to long term (3 to 5 years). The Fund invests at least 80% in US equities. The Fund may also invest in other equities, bonds, warrants, money market instruments, deposits, currencies, cash and near cash and other funds, which may be managed by UBS. The Fund may use derivatives (financial instruments whose value is linked to an underlying asset or index) for efficient portfolio management. The Fund is actively managed, the strategy is to invest in equities believed to have good potential for growth. Investors can buy or sell shares every UK working day. The income in respect of an accumulation share class is not distributed but is retained in the Fund and reflected in the share price. The Fund is denominated in GBP (Sterling). As such, investors may be exposed to changes in the exchange rate between the underlying currency of the Fund's assets and GBP which may have a negative or positive impact on the returns. This Fund may not be appropriate for investors who plan to withdraw their money within 5 years of investment.

Top 10 Holdings

Asset Class

Fund Manager

Eric Garfunkel

Start Date

31-03-2024

Bio

-

Fund Manager

Mr. Katie Thompson

Start Date

30-06-2024

Bio

-

Fund Manager

Peter J. Bye

Start Date

07-11-2012

Bio

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 source:

All financial data is supplied by FE

Disclaimer:

Investors buying funds through Rosan Select are specifically buying without investment advice. The value of investments can fall as well as rise, and the investor may not get back the original amounts invested. If you have any doubt about whether a fund purchase meets your expectations or risk criteria, then you should contact invest@rosan-ifa.com our office to seek specific guidance.