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You are here: Manager factsheet

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

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
Stephen Friel 8.2 -0.9 -8.2 10.7 -7.1 6.3 1.1 5.3 8.6 1.0
Peer Group Composite 12.8 2.8 -9.9 13.0 1.4 3.8 -2.7 7.5 12.2 4.0
Over / Under -4.6 -3.7 1.7 -2.3 -8.5 2.5 3.8 -2.2 -3.6 -3.0
Performance vs peer group composite: Stephen Friel
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
3 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
7 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
1 year
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 Global Allocation UK Co-managed UT Mixed Investment 40-85% Shares since Sep 01 2012 to present
UBS Currency Allocation Return Strategy Co-managed FO Hedge/Stru Prod - Currency since Jun 30 2016 to present
UBS (Lux) Key Selection SICAV - Global Multi Income (USD) Co-managed FO Mixed Asset - Balanced since Sep 30 2016 to present
UBS (Lux) Strategy SICAV - Dynamic Income (USD) Co-managed FO Mixed Asset - Flexible since Jan 28 2019 to present
Funds managed previously
Fund Periods
UBS Global Diversified Income since Feb 27 2019 to fund close
UBS Multi Asset Income since Sep 01 2012 to fund close
UBS Multi Asset Defensive Growth since Jun 01 2020 to fund close
News & Research: Related articles sector Sector fund Fund group Group manager Manager
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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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