Nicole Goldberger

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Manager factsheet

Nicole Goldberger
UBS AG, UBS Asset Mgmt Funds Ltd
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Manager profile

Nicole is a Portfolio Manager and Head of Growth Portfolios within the Investment Solutions team, based in New York. She is responsible for the management and investment oversight of all growth portfolios globally. In January 2020, Nicole joined UBS Asset Management from JPMorgan Asset Management's Multi-Asset Solutions team, where she was the lead portfolio manager responsible for managing Global Tactical Asset Allocation (GTAA) and balanced portfolios for institutional and retail clients. Prior to that, Nicole was a portfolio manager for a range of different multi-asset class solutions, including flexible total return portfolios with private markets, diversified benchmark-aware mandates, 529 age-based portfolios, inflation aware multi-strategy funds, liability-driven investment (LDI) portfolios and target date funds. Having spent over 16 years at JPMorgan, Nicole also focused on manager selection and portfolio construction across both traditional and alternative asset classes. Nicole is a CFA charterholder.

FOLLOW ON FUNDSWIRE

Annualised total return over 2.9 years

+2.8%

Cumulative performance (% growth)

	1 year	3 years	5 years	7 years	10 years
Nicole Goldberger	12.5	-1.1	-	-	-
Peer Group Composite	10.9	3.7	-	-	-
Over / Under	1.6	-4.8	-	-	-

Total return for Nicole Goldberger

Discrete calendar year performance : Nicole Goldberger

Discrete performance

	0-12m	12-24m	24-36m	36-48m	48-60m	60-72m	72-84m	84-96m	96-108m	108-120m

Nicole Goldberger	12.5	-2.8	-9.7	10.1	-	-	-	-	-	-
Peer Group Composite	10.9	0.9	-7.5	13.2	-	-	-	-	-	-
Over / Under	1.6	-3.7	-2.2	-3.1	-	-	-	-	-	-

Performance vs peer group composite: Nicole Goldberger

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

Outperformed peer group composite

1 year

out of a possible 4

Overall markets

Underperformed peer group composite

3 years

out of a possible 4

Rising markets

Outperformed peer group composite

1 year

out of a possible 3

Falling markets

Outperformed peer group composite

0 years

out of a possible 1

Funds currently managed

Fund	Sole/Co-managed	Sector	Periods

UBS (Lux) Key Selection SICAV - Global Allocation (USD)	Co-managed	FO Mixed Asset - Flexible	since Jun 30 2020 to present
UBS Global Allocation UK	Co-managed	UT Mixed Investment 40-85% Shares	since Jul 01 2020 to present
UBS (Lux) Key Sel. SICAV - European Growth and Income (EUR)	Co-managed (deputy)	FO Mixed Asset - Cautious	since Mar 01 2024 to present
UBS (Lux) SICAV 1- All-Rounder (USD)	Co-managed	FO Mixed Asset - Cautious	since Apr 01 2024 to present

Funds managed previously

Fund	Periods

UBS (Lux) Key Selection SICAV - Global Allocation (CHF)	since Jun 30 2020 to fund close
UBS (Lux) Key Selection SICAV - Global Allocation (EUR)	since Jun 30 2020 to fund close
UBS (Lux) SICAV 1- All-Rounder (USD)	since Jun 23 2021 to Mar 31 2024
UBS (Lux) Key Selection SICAV - Global Multi Income (USD)	since Jun 30 2020 to Dec 30 2021
UBS Global Diversified Income	since Jul 01 2020 to Dec 30 2021
UBS Multi Asset Income	since Jul 01 2020 to Dec 30 2021
UBS Multi Asset Defensive Growth	since Jul 01 2020 to Jun 22 2021
UBS Multi Asset Defensive Growth	since Jun 23 2021 to fund close
UBS (Lux) Key Selection SICAV - Global Allocation Focus Europe (EUR)	since Jun 30 2020 to fund close