UBS (Lux) ES L/T Thms $CHF H P (0P00017CTR.SW)
Swiss - Swiss Delayed price. Currency in CHF
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UBS (Lux) ES L/T Thms $CHF H P
33A, avenue J.-F. Kennedy, L-1855 Luxembourg
+352-441 0101
Management information
,Lead manager since 30 June 2021
Adam Jokich is a Quantitative Sustainability Analyst on the Global Sustainable Equities team. He leads the team's efforts in developing and enhancing their proprietary ESG Model, and integrating it into the investment process. Adam leverages his quantitative skillset to provide value add in the portfolio construction and risk management process.
Prior to joining the Global Sustainable Equities team, Adam worked as a quantitative analyst on the Applied Research Group, in UBS Asset Management. Adam was responsible for providing quantitative research and analysis used in the investment decision making process, and assisting in the infrastructure development of quantitative equity portfolios. He was the deputy portfolio manager on the US and Global Multi-Strategy portfolios, and was responsible for the research and development initiatives of various risk premia capabilities.
Adam is a CFA Charterholder, a member of the CFA Institute and the CFA Society of Chicago.
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
CategoryN/A
Fund familyUBS Fund Management (Luxembourg) S.A.
Net assetsN/A
YTD return-1.28%
Yield0.00%
Morningstar ratingN/A1
Inception date21 Sept 2021
Fund operations
Last dividendN/A
Last cap gainN/A
Holdings turnover37.33%
Average for categoryN/A
Fees and expenses
Expense0P00017CTR.SWCategory 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
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