Maximilian Anderl

Toolset

Fund Performance

You are here:

Manager factsheet

Maximilian Anderl
UBS Ire, UBS AG
Manager factsheet pdf RSS Feed

Manager profile

Maximilian Anderl having the experience of 11 Yrs in Investment Industry and he has done MS in University of Innsbruck (Austria) and Lic.oec.HSG in University of St Gallen (Switzerland) and Stockholm School of Economics (Sweden). Maximilian Anderl is a Portfolio Manager focusing on Global and European Concentrated Alpha long only and long / short products. Maximilian joined the European Equity Team in London in 2002, having joined UBS Global Asset Management, Zurich, in 2000 as an equity fund manager. In that role he was responsible for the retail funds and European client mandates. Prior to joining UBS Global Asset Management, Maximilian worked in academic research, university teaching, research and development and corporate finance for the pharmaceutical industry. Maximilian is a Regular Member of the CFA Society of the UK and the CFA Institute.

FOLLOW ON FUNDSWIRE

Annualised total return over 19.5 years

+7.3%

Cumulative performance (% growth)

	1 year	3 years	5 years	7 years	10 years
Maximilian Anderl	3.6	7.8	35.2	55.3	89.4
Peer Group Composite	8.6	15.1	38.3	47.8	86.2
Over / Under	-5.0	-7.3	-3.1	7.5	3.2

Total return for Maximilian Anderl

Discrete calendar year performance : Maximilian Anderl

Discrete performance

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

Maximilian Anderl	3.6	7.4	-2.4	24.3	0.9	6.8	6.6	10.7	0.6	8.8
Peer Group Composite	8.6	6.5	-0.5	28.4	-6.4	1.0	5.8	20.4	-1.0	5.7
Over / Under	-5.0	0.9	-1.9	-4.1	7.3	5.8	0.8	-9.7	1.6	3.1

Performance vs peer group composite: Maximilian Anderl

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

6 years

out of a possible 10

Overall markets

Underperformed peer group composite

4 years

out of a possible 10

Rising markets

Outperformed peer group composite

4 years

out of a possible 7

Falling markets

Outperformed peer group composite

2 years

out of a possible 3

Funds currently managed

Fund	Sole/Co-managed	Sector	Periods

UBS Equity Opportunity Long Short	Lead manager	FO Hedge/Stru Prod - Equity	since Oct 29 2010 to present
UBS (Lux) Equity - European Opportunity Sustainable (EUR)	Lead manager	FO Equity - Europe inc UK	since Jan 31 2011 to present
UBS European Opportunity Unconstrained (EUR)	Lead manager	FO Equity - Europe inc UK	since Jul 23 2012 to present
UBS (Lux) Equity - Euro Countries Opportunity Sustainable (EUR)	Lead manager	FO Equity - Europe ex UK	since Mar 05 2015 to present
UBS (Lux) Equity SICAV - Global Opportunity Unconstrained (USD)	Lead manager	IA Global	since Sep 24 2015 to present
UBS (Lux) Equity SICAV - Global Opportunity Sustainable (USD)	Lead manager	FO Equity - International	since Feb 13 2020 to present
UBS (Lux) Equity SICAV - European Income Opportunity Sustainable (EUR)	Lead manager	FO Equity - Europe inc UK	since Aug 09 2022 to present
UBS European Equity Sustainable Leaders (EUR)	Co-managed	FO Equity - Europe inc UK	since Dec 13 2022 to present