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You are here: Manager factsheet

Urs Antonioli

UBS Asset Mgmt Funds Ltd, UBS AG, UBS Ire
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Manager profile
Urs Antonioli heads investment management and research for Emerging Europe, the Middle East and Latin America. He manages a team of analysts researching companies,industries and countries in the above region. Urs is a member of the UBS Global Asset Management Emerging Markets Strategy Committee. Urs began his financial career by joining the UBS Zurich graduate training programme in 1994. In 1995 he moved to UBS Asset Management to launch and manage the first UBS emerging market fund investing in Eastern European countries. From 1996 to 2000, his responsibilities comprised management of all Eastern European portfolios managed at UBS. He has spent more than eight years in research activities, specializing in energy, telecommunications, basic materials and the technology sector. He took up his present position in August 2001. He has 15 years of investment industry experience. He got an MBA from University of Fribourg (Switzerland).
Total return for Urs Antonioli
Rolling Alpha Quartile: Discrete three year periods
Rolling Alpha Quartile shows a manager's alpha score in quartile terms, plotting his or her risk adjusted performance against all other managers in the UT & OEICs universe. The best managers are those who are consistently ranked in the first or second quartile.
 
Quartile 1
Quartile 2
Quartile 3
Quartile 4
 
 
 
 
 
53-89m
 
 
 
 
 
 
 
 
 
65-101m
 
 
 
 
 
 
 
 
 
77-113m
 
 
 
 
 
 
 
 
 
89-125m
 
 
 
 
 
 
 
 
 
101-137m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Urs Antonioli

Manager career performance
Discrete performance
  0-12m 12-24m 24-36m 36-48m 48-60m 60-72m 72-84m 84-96m 96-108m 108-120m
Urs Antonioli 4.0 -8.0 -23.4 47.6 -12.9 0.6 8.0 34.8 -6.4 0.9
Peer Group Composite 6.6 -4.4 -6.6 45.6 -14.0 -1.3 7.6 32.9 -7.8 8.7
Over / Under -2.6 -3.6 -16.8 2.0 1.1 1.9 0.4 1.9 1.4 -7.8
Performance vs peer group composite: Urs Antonioli
How a manager matches up against their peers gives you some idea of how talented they are. Very few managers perform equally well in rising and falling markets, so knowing which type of market a manager is capable of performing well within is also important.
 
Overall markets
Up
Outperformed peer group composite
6 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
4 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
3 years
out of a possible 5
 
Falling markets
UpDown
Outperformed peer group composite
3 years
out of a possible 5
Funds currently managed
Fund Sole/Co-managed Sector Periods
UBS Global Emerging Markets Equity Co-managed IA Global Emerging Markets since Nov 08 2013 to present
UBS (Lux) Equity SICAV - Global EM Opportunity (USD) Co-managed FO Equity - Emerging Markets since Feb 01 2016 to present
UBS Global Emerging Markets Opportunity Co-managed IA Unclassified since Jan 01 2023 to present
Funds managed previously
Fund Periods
UBS (Lux) Equity SICAV - Russia (USD) since May 16 2006 to Feb 24 2022
UBS (Lux) Equity - Emerging Markets (USD) since Sep 17 2003 to Aug 01 2014
UBS Emerging Markets Equity Income since Jan 31 2011 to fund close
UBS (Lux) Equity SICAV - Emerging Markets High Dividend (USD) since May 29 2011 to fund close
UBS Global Emerging Markets Opportunity since Feb 22 2016 to Dec 31 2022
UBS Global Emerging Markets Opportunity since Apr 01 2011 to Feb 21 2016
UBS (Lux) Equity SICAV - Brazil (USD) since Mar 04 2011 to Nov 29 2014
UBS (Lux) Equity SICAV - Brazil (USD) since Jun 20 2016 to Nov 06 2019
Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo 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.

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