PLEASE TELL US A LITTLE ABOUT YOURSELF SO THAT WE CAN DISPLAY THE MOST
APPROPRIATE CONTENT TO YOU:

This site uses cookies. Some of the cookies are essential for parts of the site to operate and have already been set. You may delete and block all cookies from this site, but if you do, parts of the site may not work. To find out more about cookies used on Trustnet and how you can manage them, see our Privacy and Cookie Policy.

By clicking "I Agree" below, you acknowledge that you accept our Privacy Policy and Terms of Use.

For more information Click here

Login

Password Reminder
Not Registered? Click Here

Register

Register
It's look like you're leaving us

What would you like us to do with the funds you've selected

Show me all my options Forget them Save them
Customise this table
You are here: Manager factsheet

Kevin Barker
UBS AG, UBS Asset Mgmt Funds Ltd
pdfIcon Manager factsheet pdf    rss feed RSS Feed
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 12.3 12.4 7.1 24.6 -7.9 4.9 11.6 21.6 -9.6 2.5
Peer Group Composite 9.4 4.3 3.5 31.8 -4.4 5.2 7.0 19.5 -2.1 6.5
Over / Under 2.9 8.1 3.6 -7.2 -3.5 -0.3 4.6 2.1 -7.5 -4.0
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
5 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
5 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
5 years
out of a possible 8
 
Falling markets
UpDown
Outperformed peer group composite
0 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
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
News & Research: Related articles sector Sector fund Fund group Group manager Manager
Sector Funds to hold alongside Fundsmith Equity By Emma Wallis  19-Apr-2024
Fund The UK equity income funds that have ticked (just about) all the boxes since 2021 By Gary Jackson  02-Apr-2024
Sector This couple left £60,000 in cash for three years: Here’s how they should invest it By Emma Wallis  26-Mar-2024
Group Bestinvest drops ‘dog funds’ Fundsmith and Lindsell Train from its best funds list By Emma Wallis  25-Mar-2024
Sector The experts’ perfect fund pairings for investing in Europe By Jean-Baptiste Andrieux  15-Mar-2024
Group The most consistent emerging market fund of the decade By Matteo Anelli  07-Mar-2024
Group The top-quartile US funds that weren’t afraid to stray from their benchmarks By Jean-Baptiste Andrieux  29-Feb-2024
Sector Bonds and equities couples therapy: The perfect pairings to make it work By Matteo Anelli  14-Feb-2024
Group The global equity funds that have ticked (just about) all the boxes since 2021 By Gary Jackson  07-Feb-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.

LATEST :

Five reasons to keep hold of your defensive funds

13:00 | Monday, January 20, 2014

Close

You are currently using an old browser which will not be supported by Trustnet after 31/07/2016. To ensure you benefit from all features on the site, please update your browser.   Close

© Trustnet Limited 2024. All Rights Reserved.
Please read our Terms of Use / Disclaimer and Privacy and Cookie Policy.
Data supplied in conjunction with Refinitiv and London Stock Exchange Plc