UBS UK Opportunities Fund Class C Accumulation Shares (Net) (0P0000WFBC.L)
LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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UBS UK Opportunities Fund Class C Accumulation Shares (Net)
5 Broadgate, London EC2M 2QS
Management information
Matthew Cox,Lead manager since 1 August 2006
Cox is a member of the Pan European small and mid cap team. He joined UBS Global Asset Management in 1999. Prior to this he spent three years at PricewaterhouseCoopers, London, within the banking and fund management division.
Cox is a qualified chartered accountant (member of the Institute of Chartered Accountants in England and Wales), and is a regular member of the UKSIP 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. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryUK Large-Cap Blend Equity
Fund familyUBS Asset Management Funds Ltd
Net assets16.62M
YTD return-23.04%
Yield5.18%
Morningstar rating★
Inception date15 Aug 2012
Fund operations
Last dividend0.00
Last cap gain0.00
Holdings turnover236.92%
Average for categoryN/A
Fees and expenses
Expense0P0000WFBC.LCategory average
Annual report expense ratio (net)0.00%0.00%
Prospectus net expense ratio0.00%N/A
Prospectus gross expense ratio0.00%N/A
Max 12b1 feeN/AN/A
Max front end sales load0.00%N/A
Max deferred sales loadN/AN/A
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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