Steven Magill

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Manager factsheet

Steven Magill
UBS Asset Mgmt Funds Ltd, UBS AG
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Manager profile

Steve Magill is head of the European Value team at UBS Asset Management, managing around $5 billion of UK equities and £2.4 billion of European equities. Magill initially joined UBS in 1986, before taking a career break to study. He re-joined after gaining a first class degree in accounting to UBS as a UK equity portfolio manager. Having successfully built a track record as a PM, Magill moved to a European healthcare role as a senior analyst, progressing rapidly to take on the role of deputy head of Pan-European Research in 2007 and leading the Global Healthcare team. Magill re-joined the UK Equity Value team in 2009 as part of a managed succession plan, becoming head of the team in 2015. In 2017 his responsibilities were extended to managing the European equity Value strategies. Magill is a regular member of the CFA Society of the UK and the CFA Institute.

FOLLOW ON FUNDSWIRE

Annualised total return over 12 years

+7.2%

Cumulative performance (% growth)

	1 year	3 years	5 years	7 years	10 years
Steven Magill	13.3	36.7	40.4	41.4	90.0
Peer Group Composite	12.0	15.5	30.1	37.2	71.4
Over / Under	1.3	21.2	10.3	4.2	18.6

Total return for Steven Magill

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

61-97m

73-109m

85-121m

97-133m

109-145m

Discrete calendar year performance : Steven Magill

Discrete performance

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

Steven Magill	13.3	5.8	14.0	21.5	-14.8	4.0	-3.2	12.7	23.1	-2.5
Peer Group Composite	12.0	4.5	-1.3	16.0	-2.3	10.7	-4.7	13.5	5.8	4.5
Over / Under	1.3	1.3	15.3	5.5	-12.5	-6.7	1.5	-0.8	17.3	-7.0

Performance vs peer group composite: Steven Magill

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 UK Equity Income	Co-managed	IA UK Equity Income	since Apr 29 2013 to present
UBS (Lux) Key Selection SICAV - European Equity Value Opportunity (EUR)	Co-managed	FO Equity - Europe inc UK	since Jul 31 2017 to present
UBS (Lux) Equity SICAV - European Income Opportunity Sustainable (EUR)	Co-managed	FO Equity - Europe inc UK	since Jul 31 2024 to present

Funds managed previously

Fund	Periods

UBS UK Opportunities	since Apr 30 2013 to fund close
UBS (Lux) Equity - Great Britain (GBP)	since Jan 01 2013 to May 24 2016
UBS Turnaround Equity Opportunities (USD)	since Dec 08 2022 to Jan 25 2024