UBS FTSE RAFI Developed 1000 Index E Acc (0P0001J4FS.L)
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UBS FTSE RAFI Developed 1000 Index E Acc
5 Broadgate, London EC2M 2QS
+44 20 79015000
Management information
,Lead manager since 29 June 2015
Stuart Newman is a Senior Portfolio Manager within the Indexing team. He is responsible for the day-to-day management of a number of passive equity portfolios. He is also a specialist in the investment aspects of portfolio re-organisations. Stuart joined UBS Asset Management in 1997, initially as a senior analyst within the in-house performance team. He then transferred to the passive team, in his current role, in 1999. Stuart is a member of the FTSE Country Classification Committee having previously sat on the FTSE Americas Committee. Stuart 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. 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 assets553.95M
YTD return8.56%
Yield2.43%
Morningstar rating★★★★★
Inception date17 Oct 2017
Fund operations
Last dividend82.73
Last cap gainN/A
Holdings turnoverN/A
Average for categoryN/A
Fees and expenses
Expense0P0001J4FS.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
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