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You are here: Manager factsheet

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

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
Eric Garfunkel 33.1 10.7 -24.2 32.2 11.8 - - - - -
Peer Group Composite 32.2 8.8 -20.1 32.3 20.2 - - - - -
Over / Under 0.9 1.9 -4.1 -0.1 -8.4 - - - - -
Performance vs peer group composite: Eric Garfunkel
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
2 years
out of a possible 5
 
Overall markets
Up
Underperformed peer group composite
3 years
out of a possible 5
 
Rising markets
UpDown
Outperformed peer group composite
2 years
out of a possible 4
 
Falling markets
UpDown
Outperformed peer group composite
0 years
out of a possible 1
Funds currently managed
Fund Sole/Co-managed Sector Periods
UBS (Lux) Equity SICAV - USA Growth (USD) Co-managed (deputy) FO Equity - USA since Mar 31 2024 to present
UBS (Lux) Equity SICAV-USA Growth Sustainable (USD) Co-managed (deputy) FO Equity - USA since Mar 31 2024 to present
UBS US Growth Co-managed (deputy) UT North America since Mar 31 2024 to present
UBS (Lux) Key Selection SICAV - Digital Transformation Dynamic (USD) Co-managed FO Equity - Tech Media & Telecom since Jun 30 2024 to present
UBS Digital Transformation Themes (USD) Co-managed FO Equity - Tech Media & Telecom since Jun 30 2024 to present
UBS (Lux) Equity SICAV - Global Opportunity Sustainable (USD) Co-managed (deputy) FO Equity - International since Jul 31 2024 to present
Funds managed previously
Fund Periods
UBS (Lux) Key Selection SICAV - Digital Transformation Dynamic (USD) since Jan 28 2020 to Jun 29 2024
UBS Digital Transformation Themes (USD) since Apr 03 2020 to Jun 29 2024
UBS (Lux) Equity - Mid Caps USA (USD) since Feb 01 2021 to Dec 08 2022
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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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