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UBS Life Global Equity

2 FE Trustnet

FE Crown Rating

Fund Objective

The Fund aims to maximise total returns for UK equities against the FTSE All-Share Index and for overseas equities against the CAPS Overseas Pooled Median.

Fund Manager




Primary Asset Class

Fund Size

GBP 16.90m as at 30-Jun-2015

Unit Name

UBS Life Global Equity A





Initial Charge


Unit Currency




Annual Charge



GBX 241.32

Change (Mid)

1.97 (0.82%)

Unit LaunchDate


Performance Overview

Performance Charts

Cumulative Performance

  YTD 3m 6m 1y 3y 5y
Fund 0.25 -5.64 -10.10 5.16 27.41 37.18
Sector 0.42 -2.68 -8.14 7.45 29.18 35.78

Discrete Performance (%)

  2014 2013 2012 2011 2010
Fund 2.63 20.04 13.02 -6.76 12.42
Sector 6.42 18.47 10.07 -8.89 14.48

Asset Allocation

breakdown chart
  Asset Class % of Fund
UK Equities 59.40
US Equities 13.00
Japanese Equities 6.10
European Equities 3.40
Global Emerging Market Equities 3.20
Asia Pacific ex Japan Equities 3.00
Europe ex UK Equities 2.70
Dutch Equities 2.20
German Equities 1.90
French Equities 1.90
Swiss Equities 1.40
Money Market 1.30
Canadian Equities 0.50

Regional Breakdown

breakdown chart
  Region % of Fund
UK 59.40
US 13.00
Japan 6.10
Other EMU 3.40
Emerging Markets 3.20
Pacific ex Japan 3.00
Other Europe ex UK 2.70
Netherlands 2.20
France 1.90
Germany 1.90
Switzerland 1.40
Total Cash 1.30
Canada 0.50

Sector Breakdown

No breakdown data available.

All prices in Pence Sterling (GBX) unless otherwise specified. Price performance figures are calculated on a bid price to bid price basis with net income (dividends) reinvested. Performance figures are shown in Sterling.

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Data provided by FE. Care has been taken to ensure that the information is correct, but FE neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.