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Ubs (lux) Equity Fund - Global Sustainable (usd) Q-acc (0P00016WNU)

Luxembourg

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255.550 +0.590 +0.23%

04/06 - Closed. Currency in USD

Type: Fund

Market: Luxembourg

ISIN: LU1240780160

Asset Class: Equity

Morningstar Rating:
Total Assets: 940.97M

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0P00016WNU Overview

On this page you'll find an in-depth profile of Ubs (lux) Equity Fund - Global Sustainable (usd) Q-acc. Learn about the key management, total assets, investment strategy and contact information of 0P00016WNU among other information.

Contact Information

Address 5, rue Jean Monnet
Luxembourg,* L-2180
Luxembourg

Phone +352 4 36 16 11

Fax +352 4 36 16 1555

Web www.credit-suisse.com

Top Executives

Name	Title	Since	Until
Joseph R. Elegante	Senior Portfolio Manager	2021	Now
Biography	Joe is Deputy head of Global and Sustainable Equities and a Senior Portfolio Manager on a range of Global strategies including Sustainable, Impact and Long Term Themes. Joe has over 20 years of portfolio management experience and is based in London. Before joining UBS-AM, Joe worked as a portfolio manager at RMB Capital Management where he managed several equity strategies including a multi-cap core, dividend growth and a small cap-focused special situations strategy for institutional and private clients. Prior to joining RMB Capital, Joe worked for 12 years as a senior portfolio manager at Alliance Bernstein where he was a member of the Large Cap Growth Team. In this position he managed a $15 billion growth strategy, which included individual institutional accounts, a mutual fund, Luxembourg fund and assets on behalf of the private client division for Sanford Bernstein. His responsibilities included portfolio construction, fund governance, security selection and risk management. Joe is a CFA Charterholder, a member of the CFA Institute and the CFA Society of Chicago.
Adam Jokich	-	2021	Now
Biography	Adam Jokich is a senior portfolio manager (PM) within the Global Equity team. Adam is the lead PM on select sustainability-focused equity strategies including Active Climate Aware, US Sustainable, Engage for Impact Equity, and International Sustainable Equity; he is also the co-PM on Long Term Themes. Additionally, Adam remains deputy PM on several other strategies managed by the Global Equity Team. Prior to his role as a senior portfolio manager on the team, Adam held the role as deputy portfolio manager on our SI-focused portfolios, including Global Sustainable Equity, International Sustainable Equity, US Sustainable Equity, and Long Term Themes Equity, among other portfolios run by the Global Equity team. Adam started his career as a quantitative analyst in Chicago, where he was responsible for providing quantitative research and analysis used in the investment decision making process within the US Intrinsic Value team, and worked extensively on the Global Equity Valuation System. Adam also spearheaded the development of the proprietary UBS ESG model. He has fulfilled several portfolio manager roles, where he has leveraged his quantitative skillset to provide value add in the portfolio construction and risk management process. 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 for the Systematic Investing team. Adam is a CFA Charterholder, a member of the CFA Institute
Chloe Hickey-Jones	-	2021	Now
Alix Foulonneau	Portfolio Manager	2017	2021
Biography	Alix Foulonneau is a Portfolio Manager in the Global Equity team, based in London. She supports the portfolio construction process for SI-focused and Impact strategies managed by the Global Equity team, where she is also deputy PM on Engage for Impact Equity, Active Climate Aware, US Sustainable Equity and International Sustainable Equity. With her strong sustainability background, she leads the engagement strategy and sustainability research efforts for our Impact strategies. Alix has extensive experience as a research analyst in Sustainable Investment. She began her career in Paris in 2008 by taking on graduate roles in responsible investment and went on to work for Edinburgh-based investment manager Baillie Gifford as an ESG analyst. Prior to taking on her current role, Alix was a sustainability research analyst in the Global Equity team until April 2023. Alix was previously the equity strategist for the Global Sustainable Equities team, managing communication with clients and development of the Sustainable Equity Strategies until March 2021. Until 2016, she worked as an analyst on the UBS-AM Governance & Stewardship team for two years. She also holds the UK Investment Management Certificate (IMC).
Joseph R. Elegante	Senior Portfolio Manager	2015	2021
Biography	Joe is Deputy head of Global and Sustainable Equities and a Senior Portfolio Manager on a range of Global strategies including Sustainable, Impact and Long Term Themes. Joe has over 20 years of portfolio management experience and is based in London. Before joining UBS-AM, Joe worked as a portfolio manager at RMB Capital Management where he managed several equity strategies including a multi-cap core, dividend growth and a small cap-focused special situations strategy for institutional and private clients. Prior to joining RMB Capital, Joe worked for 12 years as a senior portfolio manager at Alliance Bernstein where he was a member of the Large Cap Growth Team. In this position he managed a $15 billion growth strategy, which included individual institutional accounts, a mutual fund, Luxembourg fund and assets on behalf of the private client division for Sanford Bernstein. His responsibilities included portfolio construction, fund governance, security selection and risk management. Joe is a CFA Charterholder, a member of the CFA Institute and the CFA Society of Chicago.
Bruno Bertocci	Head	1997	2021
Biography	Bruno Bertocci is Team Head of the Global Sustainable Equity team and a Managing Director at UBS Asset Management. Mr. Bertocci has over 30 years of industry experience and has been with UBS Asset Management since 2004. Mr. Bertocci has been responsible for constructing and managing our global equity portfolios worldwide.
Shari Gilfillan	-	1997	2015

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