UBS Global Equity Long-Short Fund

Investment Objective

The strategy seeks to deliver a positive absolute return, over a three year timeframe, with low volatility. The Fund seeks to exploit mispriced stocks in equity markets around the world, including emerging markets. The 'gross exposure' (total of 'longs' and 'shorts') indicates total exposure to markets and is typically 125 to 200% of capital. The 'net exposure' ('longs' less 'shorts') is a measure of the Fund's exposure to market change and is typically 20 to 40%.

Latest Meeting Note

Meeting Note 19 May 2015

This fund has been on our radar for a while thanks to the strong absolute returns it has generated since launch. We had an interesting introductory meeting covering the team, investment process, and performance. The fund is managed using... Read more

This fund has been on our radar for a while thanks to the strong absolute returns it has generated since launch. We had an interesting introductory meeting covering the team, investment process, and performance. The fund is managed using a 'multi sleeve' approach where two portfolio managers leverage the ideas of six global sector specialists. The result is a diversified global long short portfolio, which although run with a long bias over time, shorting has added significant value since launch. Although the fund currently has a relatively low level of AUM we would expect it to gain traction with investors if performance continues in a similar vein.

Performance

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YTD
2023 0.2 0.1 0.9 0.4 0.9 0.6 0.8 0.2 0.3 0.5 0.6 0.8 0.4
2022 0.3 1.0 0.5 0.0 0.5 0.4 1.0 0.5 0.1 0.3 0.7 0.1 0.9

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Current Site Absolute Hedge is a market leading UCITS research database providing proprietary research on funds, themes and strategies in the UCITS space. Kepler Trust Intelligence is produced by the investment companies team at Kepler Partners and is the UK’s premier source of detailed qualitative research on investment trusts. Kepler Liquid Strategies is a Dublin domiciled UCITS fund platform featuring a number of best-of-breed fund managers. Kepler Partners is a corporate advisory and asset raising boutique specialising in the regulated funds market in Europe and investment trusts in the UK.