UBS Global Optimal Fund

Fund Manager

Charles Burbeck

Investment objective

This Fund aims to achieve long-term capital growth through active management of a diversified portfolio invested primarily in overseas securities.

The Fund enables investors to access our selection of approximately 80 of the most attractive companies in the world. That selection is made, in a risk-aware manner, by Charles Burbeck, with the support of a small team of highly experienced Global Sector Specialists whose sole focus is to find best ideas in their sectors for global equity portfolios.

UBS Asset Management's time-tested price/intrinsic value investment philosophy underpins the investment process, providing focus and perspective to Charles, to the Global Sector Specialists and to the larger teams of regional analysts based all around the world, who also provide valuable input into the process.