Kevin Barker

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Fund Performance

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Manager factsheet

Kevin Barker
UBS AG, UBS Asset Mgmt Funds Ltd
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Annualised total return over 11.1 years

+6.7%

Cumulative performance (% growth)

	1 year	3 years	5 years	7 years	10 years
Kevin Barker	14.1	28.4	49.8	63.1	108.9
Peer Group Composite	17.2	13.3	47.8	58.8	122.6
Over / Under	-3.1	15.1	2.0	4.3	-13.7

Total return for Kevin Barker

Discrete calendar year performance : Kevin Barker

Discrete performance

	0-12m	12-24m	24-36m	36-48m	48-60m	60-72m	72-84m	84-96m	96-108m	108-120m

Kevin Barker	14.1	10.8	0.4	24.1	-6.7	6.5	2.2	17.2	13.0	-3.6
Peer Group Composite	17.2	6.9	-10.1	28.7	1.4	8.9	-1.3	13.1	15.2	7.2
Over / Under	-3.1	3.9	10.5	-4.6	-8.1	-2.4	3.5	4.1	-2.2	-10.8

Performance vs peer group composite: Kevin Barker

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

Outperformed peer group composite

4 years

out of a possible 10

Overall markets

Underperformed peer group composite

6 years

out of a possible 10

Rising markets

Outperformed peer group composite

2 years

out of a possible 8

Falling markets

Outperformed peer group composite

2 years

out of a possible 2

Funds currently managed

Fund	Sole/Co-managed	Sector	Periods

UBS (Lux) Key Selection SICAV - European Equity Value Opportunity (EUR)	Co-managed	FO Equity - Europe inc UK	since Oct 31 2013 to present
UBS UK Equity Income	Co-managed	IA UK Equity Income	since Dec 31 2021 to present
UBS Turnaround Equity Opportunities (USD)	Co-managed	FO Equity - International	since Dec 08 2022 to present
UBS (Lux) Equity - Euro Countries Opportunity Sustainable (EUR)	Co-managed	FO Equity - Europe ex UK	since Jul 31 2024 to present
UBS (Lux) Equity - European Opportunity Sustainable (EUR)	Co-managed	FO Equity - Europe inc UK	since Jul 31 2024 to present
UBS (Lux) Equity SICAV - European Income Opportunity Sustainable (EUR)	Co-managed	FO Equity - Europe inc UK	since Jul 31 2024 to present
UBS European Opportunity Unconstrained (EUR)	Co-managed	FO Equity - Europe inc UK	since Jul 31 2024 to present

Funds managed previously

Fund	Periods

UBS Global Optimal	since Mar 02 2017 to Dec 30 2021
UBS (Lux) Key Selection SICAV - Global Equities (USD)	since Aug 01 2017 to Dec 30 2021
UBS (Lux) Equity SICAV - Global Opportunity Unconstrained (USD)	since Jul 31 2024 to fund close
UBS European Equity Sustainable Leaders (EUR)	since Jul 31 2024 to fund close