Funds Focus List - March 2021

 

Equity funds

Fund name

Fund name

ISIN

ISIN

Ccy

Ccy

Inception

Inception

YTD¹

YTD¹

2020

2020

2019

2019

2018

2018

3y²

3y²

Fund name

Capital Group New Perspective

ISIN

LU1295551573

Ccy

USD

Inception

02.12.2015

YTD¹

1.20

2020

33.31

2019

29.93

2018

-6.07

3y²

16.50

Fund name

UBS Equity Long Term Themes

ISIN

LU1323610961

Ccy

USD

Inception

29.01.2016

YTD¹

3.38

2020

20.67

2019

29.04

2018

-13.38

3y²

11.31

Fund name

Robeco BP Global Premium Eq.

ISIN

LU0951559797

Ccy

USD

Inception

24.04.2014

YTD¹

6.64

2020

4.44

2019

20.27

2018

-14.47

3y²

4.41

Fund name

Wellington Global Impact

ISIN

IE00BD6FTP73

Ccy

USD

Inception

08.12.2016

YTD¹

0.71

2020

30.95

2019

27.57

2018

-10.42

3y²

15.07

Fund name

Morgan Stanley Global Brands

ISIN

LU0119620416

Ccy

USD

Inception

01.12.2015

YTD¹

-1.81

2020

12.65

2019

29.20

2018

-2.09

3y²

11.99

Fund name

Fund name

ISIN

ISIN

Ccy

Ccy

Inception

Inception

YTD¹

YTD¹

2020

2020

2019

2019

2018

2018

3y²

3y²

Fund name

UBS US Income3

ISIN

LU1149724525

Ccy

USD

Inception

17.09.2015

YTD¹

-1.04

2020

3.44

2019

22.84

2018

-1.31

3y²

7.93

Fund name

Robeco BP US Select Opportunities

ISIN

LU0674140396

Ccy

USD

Inception

31.12.2015

YTD¹

7.46

2020

5.10

2019

30.76

2018

-15.89

3y²

7.56

Fund name

Fund name

ISIN

ISIN

Ccy

Ccy

Inception

Inception

YTD¹

YTD¹

2020

2020

2019

2019

2018

2018

3y²

3y²

Fund name

UBS Euro Countries Income3

ISIN

LU1121265208

Ccy

EUR

Inception

14.08.2015

YTD¹

0.23

2020

-11.67

2019

15.11

2018

-5.24

3y²

-0.59

Fund name

UBS Swiss Income3

ISIN

CH0017043958

Ccy

CHF

Inception

03.11.2015

YTD¹

-6.05

2020

1.51

2019

25.39

2018

-9.09

3y²

4.31

Fund name

Fund name

ISIN

ISIN

Ccy

Ccy

Inception

Inception

YTD¹

YTD¹

2020

2020

2019

2019

2018

2018

3y²

3y²

Fund name

Hermes Global Emerging Markets

ISIN

IE00BBHXDF40

Ccy

USD

Inception

02.09.2016

YTD¹

3.41

2020

24.64

2019

24.57

2018

-15.53

3y²

9.42

Fund name

UBS GEM Opportunity

ISIN

IE00B5T8QC31

Ccy

USD

Inception

14.01.2013

YTD¹

3.36

2020

23.71

2019

25.95

2018

-18.41

3y²

8.27

Fund name

UBS All China Equity

ISIN

LU1807302812

Ccy

USD

Inception

11.06.2018

YTD¹

4.81

2020

36.11

2019

32.43

2018

-19.08

3y²

13.79

Fund name

BGF China A-Share Opportunities3

ISIN

LU1580142542

Ccy

USD

Inception

26.10.2017

YTD¹

4.94

2020

29.63

2019

43.88

2018

 

3y²

 

Fund name

JPMorgan China Fund

ISIN

LU0210526637

Ccy

USD

Inception

01.02.2005

YTD¹

0.07

2020

71.09

2019

52.22

2018

-27.11

3y²

21.81

Fund name

Fund name

ISIN

ISIN

Ccy

Ccy

Inception

Inception

YTD¹

YTD¹

2020

2020

2019

2019

2018

2018

3y²

3y²

Fund name

AXA Digital Economy3

ISIN

LU1694771590

Ccy

USD

Inception

02.09.2016

YTD¹

2.45

2020

52.99

2019

32.33

2018

4.44

3y²

24.97

Fund name

AXA Robotech3

ISIN

LU1529780063

Ccy

USD

Inception

19.12.2016

YTD¹

2.27

2020

46.06

2019

37.27

2018

-15.52

3y²

18.75

Fund name

BGF China A-Share Opportunities3

ISIN

LU1861215975

Ccy

USD

Inception

26.10.2017

YTD¹

6.94

2020

117.74

2019

49.49

2018

 

3y²

 

Fund name

Natixis Thematics Safety

ISIN

LU1923622291

Ccy

USD

Inception

20.10.2018

YTD¹

0.20

2020

41.62

2019

38.32

2018

 

3y²

 

Fund name

Polar Capital Global Technology

ISIN

IE00B433M743

Ccy

USD

Inception

04.09.2009

YTD¹

2.63

2020

59.12

2019

38.55

2018

2.58

3y²

28.46

Fund name

Robeco Global FinTech Equities3

ISIN

LU1700711317

Ccy

USD

Inception

17.11.2017

YTD¹

2.50

2020

27.22

2019

35.85

2018

-3.89

3y²

17.02

Fund name

UBS Digital Transformation Dynamic

ISIN

LU2041032165

Ccy

USD

Inception

28.01.2020

YTD¹

3.96

2020

 

2019

 

2018

 

3y²

 

Fund name

UBS Digital Transformation Themes

ISIN

LU2054465674

Ccy

USD

Inception

03.04.2020

YTD¹

3.45

2020

 

2019

 

2018

 

3y²

 

Fund name

Fund name

ISIN

ISIN

Ccy

Ccy

Inception

Inception

YTD¹

YTD¹

2020

2020

2019

2019

2018

2018

3y²

3y²

Fund name

BGF World Healthscience

ISIN

LU0122379950

Ccy

USD

Inception

12.11.2007

YTD¹

-0.78

2020

14.86

2019

25.26

2018

5.81

3y²

13.99

Fund name

CS Digital Health Equity

ISIN

LU1683285164

Ccy

USD

Inception

12.10.2020

YTD¹

3.93

2020

 

2019

 

2018

 

3y²

 

Fund name

Infusive Consumer Alpha Global Leaders

ISIN

LU2110830002

Ccy

USD

Inception

01.04.2020

YTD¹

3.19

2020

 

2019

 

2018

 

3y²

 

Fund name

Invesco Global Consumer Trends

ISIN

LU0052864419

Ccy

USD

Inception

04.11.2020

YTD¹

6.72

2020

 

2019

 

2018

 

3y²

 

Fund name

JPMorgan Genetic Therapies

ISIN

LU2050612402

Ccy

USD

Inception

24.10.2019

YTD¹

-1.37

2020

18.10*

2019

 

2018

 

3y²

 

Fund name

Lombard Odier Golden Age3

ISIN

LU0431649028

Ccy

USD

Inception

13.11.2009

YTD¹

1.01

2020

21.39

2019

23.07

2018

-4.51

3y²

12.53

Fund name

MIV Global Medtech

ISIN

LU096957556

Ccy

USD

Inception

04.11.2013

YTD¹

-0.48

2020

17.18

2019

29.26

2018

8.87

3y²

16.24

Fund name

Oddo BHF Generation

ISIN

FR0013420809

Ccy

EUR

Inception

18.07.2019

YTD¹

1.65

2020

1.69

2019

 

2018

 

3y²

 

Fund name

UBS Future of Humans Fund

ISIN

LU2204946672

Ccy

USD

Inception

19.10.2020

YTD¹

0.29

2020

 

2019

 

2018

 

3y²

 

Fund name

Fund name

ISIN

ISIN

Ccy

Ccy

Inception

Inception

YTD¹

YTD¹

2020

2020

2019

2019

2018

2018

3y²

3y²

Fund name

Allianz Global Water

ISIN

LU2229751404

Ccy

USD

Inception

01.10.2020

YTD¹

2.52

2020

 

2019

 

2018

 

3y²

 

Fund name

BNP Paribas SMaRT Food3

ISIN

LU2066071577

Ccy

EUR

Inception

24.01.2020

YTD¹

4.55

2020

3.60

2019

27.07

2018

-12.61

3y²

8.29

Fund name

BNY Mobility Innovation

ISIN

IE00BGLRPD94

Ccy

USD

Inception

01.08.2018

YTD¹

7.94

2020

51.49

2019

29.26

2018

 

3y²

 

Fund name

Pictet Global Environmental Opp.3

ISIN

LU0503632282

Ccy

USD

Inception

26.09.2019

YTD¹

-0.60

2020

35.13

2019

38.90

2018

-16.65

3y²

15.48

Fund name

RobecoSAM Smart Energy

ISIN

LU2145461914

Ccy

USD

Inception

29.10.2020

YTD¹

4.18

2020

59.88

2019

41.31

2018

-16.07

3y²

24.17

Fund name

 

ISIN

 

Ccy

 

Inception

 

YTD¹

 

2020

 

2019

 

2018

 

3y²

 

 

Bond funds

Fund name

Fund name

ISIN

ISIN

Ccy

Ccy

Inception

Inception

YTD¹

YTD¹

2020

2020

2019

2019

2018 

2018 

3y²

3y²

Fund name

BGF Fixed Income Glob. Opport3

ISIN

LU0278466700

Ccy

USD

Inception

18.10.2012

YTD¹

-0.06

2020

6.33

2019

7.58

2018 

-0.70

3y²

4.12

Fund name

Fund name

ISIN

ISIN

Ccy

Ccy

Inception

Inception

YTD¹

YTD¹

2020

2020

2019

2019

2018

2018

3y²

3y²

Fund name

UBS Bond Global Dynamic

ISIN

LU0891671751

Ccy

USD

Inception

05.08.2015

YTD¹

-1.50

2020

5.29

2019

10.47

2018

3.94

3y²

5.17

Fund name

Muzinich Global Tactical Credit

ISIN

IE00BHLSJ712

Ccy

USD

Inception

08.08.2014

YTD¹

-0.31

2020

6.51

2019

10.61

2018

-0.19

3y²

5.69

Fund name

Muzinich Enhancedyield3

ISIN

IE00B65YMK29

Ccy

EUR

Inception

02.12.2003

YTD¹

0.29

2020

2.00

2019

4.52

2018

-1.93

3y²

1.70

Fund name

JPM Global Bond Opportunities3

ISIN

LU0867954264

Ccy

USD

Inception

29.08.2014

YTD¹

-0.17

2020

7.66

2019

10.85

2018

-2.08

3y²

5.25

Fund name

Wellington Multi-Sector Credit

ISIN

LU1868831444

Ccy

USD

Inception

04.09.2018

YTD¹

-0.53

2020

11.86

2019

 

2018

 

3y²

 

Fund name

AB European Income3

ISIN

LU0095024591

Ccy

EUR

Inception

03.10.2006

YTD¹

-0.95

2020

5.00

2019

8.11

2018

-2.12

3y²

3.22

Fund name

PIMCO Diversified Income3

ISIN

IE00B1D7YK27

Ccy

USD

Inception

30.06.2005

YTD¹

-1.96

2020

7.86

2019

14.34

2018

-1.26

3y²

6.53

Fund name

Jupiter Dynamic Bond

ISIN

LU0853555463

Ccy

USD

Inception

12.04.2013

YTD¹

-2.04

2020

7.89

2019

10.45

2018

-0.39

3y²

5.51

Fund name

UBS (Lux) Credit Income Opp.

ISIN

LU2249781464

Ccy

USD

Inception

26.01.2021

YTD¹

0.33

2020

 

2019

 

2018

 

3y²

 

Fund name

Fund name

ISIN

ISIN

Ccy

Ccy

Inception

Inception

YTD¹

YTD¹

2020

2020

2019

2019

2018

2018

3y²

3y²

Fund name

PIMCO Global Bonds3

ISIN

IE00B11XZ210

Ccy

USD

Inception

12.03.1998

YTD¹

-1.79

2020

7.63

2019

8.47

2018

1.01

3y²

5.24

Fund name

PIMCO Global IG Credit3

ISIN

IE00B3K7XK29

Ccy

USD

Inception

18.04.2008

YTD¹

-2.24

2020

5.93

2019

12.54

2018

-0.85

3y²

5.40

Fund name

Schroder ISF Euro Corp Bd

ISIN

LU0113257694

Ccy

EUR

Inception

30.06.2000

YTD¹

-0.75

2020

5.01

2019

9.23

2018

-2.47

3y²

3.69

Fund name

UBS USD Corporates

ISIN

LU0172069584

Ccy

USD

Inception

31.07.2009

YTD¹

-3.53

2020

10.27

2019

14.72

2018

-3.27

3y²

6.58

Fund name

iShares Green Bond Index Fund

ISIN

IE00BD8QG463

Ccy

USD

Inception

20.12.2017

YTD¹

-2.26

2020

6.47

2019

9.76

2018

 

3y²

5.47

Fund name

Fund name

ISIN

ISIN

Ccy

Ccy

Inception

Inception

YTD¹

YTD¹

2019

2019

2018

2018

2017

2017

3y²

3y²

Fund name

BGF USD High Yield Bond

ISIN

LU0046676465

Ccy

USD

Inception

11.10.2020

YTD¹

0.20

2019

6.58

2018

15.07

2017

-2.70

3y²

5.89

Fund name

Nordea European High Yield Bond

ISIN

LU0141799501

Ccy

EUR

Inception

01.24.2013

YTD¹

0.20

2019

1.70

2018

10.42

2017

-3.40

3y²

2.74

Fund name

Fund name

ISIN

ISIN

Ccy

Ccy

Inception

Inception

YTD¹

YTD¹

2020

2020

2019

2019

2017

2017

3y²

3y²

Fund name

JPM Emerging Market Debt

ISIN

LU0499112034

Ccy

USD

Inception

20.04.2012

YTD¹

-3.58

2020

5.76

2019

14.11

2017

-5.30

3y²

3.81

Fund name

Ashmore Emerging Market Debt

ISIN

LU0952008935

Ccy

USD

Inception

09.09.2015

YTD¹

-4.96

2020

0.70

2019

13.27

2017

-5.87

3y²

1.36

Fund name

BGF Asian Tiger Bond

ISIN

LU0063729296

Ccy

USD

Inception

09.05.2012

YTD¹

-0.64

2020

7.13

2019

11.81

2017

-2.61

3y²

5.49

Fund name

PIMCO Asia High Yield Bond Fund

ISIN

IE00BGSXQS26

Ccy

USD

Inception

14.02.2019

YTD¹

0.35

2020

5.20

2019

 

2017

 

3y²

 

Fund name

Fund name

ISIN

ISIN

Ccy

Ccy

Inception

Inception

YTD¹

YTD¹

2020

2020

2019

2019

2018

2018

3y²

3y²

Fund name

Algebris Financial Credit Fund

ISIN

IE00BYR8FV00

Ccy

USD

Inception

20.12.2019

YTD¹

1.07

2020

13.92

2019

 

2018

 

3y²

 

Fund name

Algebris IG Financial Credit Fund

ISIN

IE00BMXR0G75

Ccy

USD

Inception

04.11.2019

YTD¹

-0.58

2020

12.73

2019

 

2018

 

3y²

 

 

Multi-Asset funds 

Fund name

Fund name

ISIN

ISIN

Ccy

Ccy

Inception

Inception

YTD¹

YTD¹

2020

2020

2019

2019

2018

2018

3y²

3y²

Fund name

UBS Strategy Fund Balanced

ISIN

LU0049785792

Ccy

USD

Inception

19.12.2013

YTD¹

1.13

2020

8.66

2019

16.04

2018

-6.41

3y²

6.09

Fund name

UBS SAP Funds (Medium)

ISIN

LU1599186969

Ccy

USD

Inception

31.05.2017

YTD¹

1.11

2020

3.35

2019

11.33

2018

-1.82

3y²

4.53

Fund name

UBS SI Fund (Balanced)

ISIN

LU1852198289

Ccy

USD

Inception

24.09.2018

YTD¹

1.09

2020

11.13

2019

17.97

2018

 

3y²

 

Fund name

UBS Asian Global Strategy Bal.

ISIN

LU0974636200

Ccy

USD

Inception

16.10.2015

YTD¹

1.54

2020

12.72

2019

17.06

2018

-8.93

3y²

6.61

Fund name

UBS Dynamic Income

ISIN

LU1917361179

Ccy

USD

Inception

28.01.2019

YTD¹

1.08

2020

6.91

2019

9.22*

2018

 

3y²

 

 

Theme funds

Fund name

Fund name

ISIN

ISIN

Ccy

Ccy

Inception

Inception

YTD¹

YTD¹

2019

2019

2018

2018

2017

2017

3y²

3y²

Fund name

Robeco Global FinTech Equities3

ISIN

LU1700711317

Ccy

USD

Inception

17.11.2017

YTD¹

26.26

2019

35.85

2018

-3.89

2017

 

3y²

18.13

Fund name

AXA Robotech3

ISIN

LU1529780063

Ccy

USD

Inception

19.12.2016

YTD¹

46.06

2019

37.27

2018

-15.52

2017

42.72

3y²

19.20

Fund name

AXA Digital Economy3

ISIN

LU1694771590

Ccy

USD

Inception

24.10.2017

YTD¹

52.99

2019

32.33

2018

4.44

2017

 

3y²

28.35

Fund name

BNY Mobility Innovation

ISIN

IE00BGLRPD94

Ccy

USD

Inception

01.08.2018

YTD¹

51.32

2019

29.26

2018

 

2017

 

3y²

 

Fund name

Lombard Odier Golden Age3

ISIN

LU0431649028

Ccy

USD

Inception

13.11.2009

YTD¹

21.07

2019

23.07

2018

-4.51

2017

27.20

3y²

12.47

Fund name

RobecoSAM Smart Energy

ISIN

LU2145461914

Ccy

USD

Inception

29.10.2020

YTD¹

59.85

2019

41.31

2018

-16.07

2017

 

3y²

23.77

Fund name

Variopartner MIV Global Medtech 

ISIN

LU0969575561

Ccy

USD

Inception

04.11.2013

YTD¹

16.24

2019

29.26

2018

8.87

2017

27.15

3y²

17.83

Fund name

JPMorgan Genetic Therapies

ISIN

LU2050612402

Ccy

USD

Inception

24.10.2019

YTD¹

46.45

2019

18.10*

2018

 

2017

 

3y²

 

Fund name

BGF World Healthscience

ISIN

LU0122379950

Ccy

USD

Inception

12.11.2007

YTD¹

14.86

2019

25.26

2018

5.81

2017

22.71

3y²

15.04

Fund name

Oddo BHF Generation

ISIN

FR0013420809

Ccy

EUR

Inception

18.07.2019

YTD¹

2.63

2019

8.59*

2018

 

2017

 

3y²

 

Fund name

Pictet Global Environmental Opp.3

ISIN

LU0503632282

Ccy

USD

Inception

26.09.2019

YTD¹

35.13

2019

38.9

2018

-16.65

2017

33.02

3y²

16.09

Fund name

UBS Digital Transformation Themes

ISIN

LU2054465674

Ccy

USD

Inception

03.04.2020

YTD¹

78.01*

2019

 

2018

 

2017

 

3y²

 

Fund name

UBS Digital Transformation Dynamic

ISIN

LU2041032165

Ccy

USD

Inception

28.01.2020

YTD¹

25.95*

2019

 

2018

 

2017

 

3y²

 

Fund name

BNP Paribas SMaRT Food3

ISIN

LU2066071577

Ccy

EUR

Inception

24.01.2020

YTD¹

3.60

2019

27.07

2018

-12.61

2017

7.98

3y²

4.78

Fund name

CS Digital Health Equity

ISIN

LU1683285164

Ccy

USD

Inception

14.12.2017

YTD¹

16.79*

2019

 

2018

 

2017

 

3y²

 

Fund name

UBS Future of Humans Fund

ISIN

LU2204946672

Ccy

USD

Inception

19.10.2020

YTD¹

8.61*

2019

 

2018

 

2017

 

3y²

 

Fund name

Allianz Global Water

ISIN

LU2229751404

Ccy

USD

Inception

01.10.2020

YTD¹

11.30*

2019

 

2018

 

2017

 

3y²

 

Fund name

Invesco Global Consumer Trends

ISIN

LU0052864419

Ccy

USD

Inception

04.11.2020

YTD¹

12.21*

2019

 

2018

 

2017

 

3y²

 

Fund name

BGF Next Generation Technology

ISIN

LU1861215975

Ccy

USD

Inception

30.12.2020

YTD¹

 

2019

 

2018

 

2017

 

3y²

 

Past performance is no indication of future performance. *since inception

Country specific disclaimers

Any offering material term sheet, research report, other product or service documentation or any other information (the "Material") made available was done so as a result of a request received by UBS from you and/or persons entitled to make the request on your behalf. The Material, where provided, was provided for your information only and is not to be further distributed in whole or in part in or into your jurisdiction without the consent of UBS. The Material may not have been reviewed, approved, disapproved or endorsed by any financial or regulatory authority in your jurisdiction. UBS has not, by virtue of the Material, made available, issued any invitation to subscribe for or to purchase any investment (including securities or products or futures contracts). The Material is neither an offer nor a solicitation to enter into any transaction or contract (including future contracts) nor is it an offer to buy or to sell any securities or products. The relevant investments will be subject to restrictions and obligations on transfer as set forth in the Material, and by receiving the Material you undertake to comply fully with such restrictions and obligations. You should carefully study and ensure that you understand and exercise due care and discretion in considering your investment objective, risk appetite and personal circumstances against the risk of the investment. You are advised to seek independent professional advice in case of doubt.

Any and all advice provided on and/or trades executed by UBS pursuant to the Material will only have been provided upon your specific request or executed upon your specific instructions, as the case may be, and may be deemed as such by UBS and you.

Any offering material, term sheet, research report, other product or service documentation or any other information (the "Material") made available was done so as a result of a request received by UBS from you and/or persons entitled to make the request on your behalf. The Material, where provided, was provided for your information only and is not to be further distributed in whole or in part in or into your jurisdiction without the consent of UBS. The Material may not have been reviewed, approved, disapproved or endorsed by any financial or regulatory authority in your jurisdiction. UBS has not, by virtue of the Material, made available, issued any invitation to subscribe for or to purchase any investment (including securities or derivatives products). The Material is neither an offer nor a solicitation to enter into any transaction or contract (including future contracts) nor is it an offer to buy or to sell any securities or derivatives products. The relevant investments will be subject to restrictions and obligations on transfer as set forth in the Material, and by receiving the Material you undertake to comply fully with such restrictions and obligations. You should carefully study and ensure that you understand and exercise due care and discretion in considering your investment objective, risk appetite and personal circumstances against the risk of the investment. You are advised to seek independent professional advice in case of doubt.

Any and all advice provided and/or trades executed by UBS pursuant to the Material will only have been provided upon your specific request or executed upon your specific instructions, as the case may be, and may be deemed as such by UBS and you.

Hong Kong & Singapore Private Clients

PLEASE READ THESE TERMS AND CONDITIONS CAREFULLY BEFORE PROCEEDING. BY UTILIZING THE WEBSITE AND PAGES THEREOF LOCATED AT WWW.UBS.COM ("WEBSITE"), YOU ACKNOWLEDGE THAT YOU HAVE READ THESE TERMS AS WELL AS THE GLOBAL TERMS OF USE (collectively "TERMS") AND THAT YOU AGREE TO BE BOUND BY THEM. IF YOU DO NOT AGREE TO ALL OF THE TERMS OF THIS AGREEMENT, YOU ARE NOT AN AUTHORIZED USER OF THESE SERVICES AND YOU SHOULD NOT USE THIS WEBSITE.

Investor status

  • Confirm that I meet the requirements to qualify as:
  • a "Professional Investor” in accordance with Section 1 of Part 1 of Schedule 1 of the Securities and Futures Ordinance (Cap 571 of the Law of Hong Kong) and as a “Private Banking Customer” as defined in the circular issued by the Hong Kong Monetary Authority on 12 June 2012; and/ or
  • an "accredited investor" or "institutional investor" as defined in the Securities and Futures Act (Chapter 289) of Singapore

Disclaimer

Content provided on “as is” and “as available” basis

  • Confirm my understanding that the materials, information or reports published, distributed or otherwise made available on the UBS Website
    (a) are published for information purposes only and are subject to change at any time without notice;
    (b) have been created without any regard to the specific investment objectives, financial situation or particular needs of any specific recipient and should not be construed as a solicitation, offer or recommendation or advice to buy or sell any securities, investment or other financial instruments, to effect any transactions or to conclude any legal act of any kind whatsoever.
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