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You are here: Manager factsheet

Kaushik Patel
UBS Asset Mgmt Funds Ltd
pdfIcon Manager factsheet pdf    rss feed RSS Feed
Manager profile
Manager biography not available
Total return for Kaushik Patel
Manager career performance
Discrete calendar year performance : Kaushik Patel

Manager career performance
Discrete performance
  0-12m 12-24m 24-36m 36-48m 48-60m 60-72m 72-84m 84-96m 96-108m 108-120m
Kaushik Patel 29.8 4.2 1.0 32.6 9.3 12.5 11.2 - - -
Peer Group Composite 29.1 1.3 -2.7 31.0 10.1 11.7 8.3 - - -
Over / Under 0.7 2.9 3.7 1.6 -0.8 0.8 2.9 - - -
Performance vs peer group composite: Kaushik Patel
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
Up
Outperformed peer group composite
6 years
out of a possible 7
 
Overall markets
Up
Underperformed peer group composite
1 year
out of a possible 7
 
Rising markets
UpDown
Outperformed peer group composite
5 years
out of a possible 6
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 1
Funds currently managed
Fund Sole/Co-managed Sector Periods
UBS S&P 500 Index Lead manager UT North America since Jul 24 2017 to present
Funds managed previously
Fund Periods
UBS (CH) Institutional 2 - Equities USA Passive since Mar 25 2010 to Nov 07 2013
UBS (CH) Investment - Equities Europe Passive since Aug 04 2010 to Nov 07 2013
UBS (CH) Institutional 2 - Equities USA Passive since Nov 08 2013 to Feb 07 2011
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Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.

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