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You are here: Manager factsheet

Kevin Barker
UBS AG, UBS Asset Mgmt Funds Ltd
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Manager profile
Manager biography not available
Total return for Kevin Barker
Manager career performance
Discrete calendar year performance : Kevin Barker

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
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
Up
Outperformed peer group composite
4 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
6 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
2 years
out of a possible 8
 
Falling markets
UpDown
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 UT 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
News & Research: Related articles sector Sector fund Fund group Group manager Manager
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Sector Funds for taking a contrarian stance with a safe pair of hands By Emma Wallis  16-Sep-2024
Sector David vs Goliath: Why this fund manager is shorting tech giants By Jonathan Jones  30-Aug-2024
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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