UBS US Growth C Acc (0P0000WFBD.L)
LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
Add to watchlist
At close: 09:00PM BST
UBS US Growth C Acc
5 Broadgate, London EC2M 2QS
+44 20 79015000
Management information
,Lead manager since 30 June 2022
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.
Morningstar style box
Yahoo partners with Morningstar, a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box, which identifies a fund's investment focus, based on the underlying securities in the fund.
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
CategoryN/A
Fund familyUBS Asset Management Funds Ltd
Net assets478.9M
YTD return13.14%
Yield0.00%
Morningstar rating★★★★
Inception date13 Aug 2012
Fund operations
Last dividendN/A
Last cap gainN/A
Holdings turnover105.68%
Average for categoryN/A
Fees and expenses
Expense0P0000WFBD.LCategory average
Annual report expense ratio (net)0.00%N/A
Prospectus net expense ratio0.00%N/A
Prospectus gross expense ratio0.00%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/AN/A
Max deferred sales loadN/AN/A
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
© 2024 Yahoo. All rights reserved.