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You are here: 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.
Total return for Nicole Goldberger
Manager career performance
Discrete calendar year performance : Nicole Goldberger

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
Nicole Goldberger 5.6 -3.7 -3.2 8.0 - - - - - -
Peer Group Composite 5.6 -0.9 -0.8 10.3 - - - - - -
Over / Under 0.0 -2.8 -2.4 -2.3 - - - - - -
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
Up
Outperformed peer group composite
1 year
out of a possible 4
 
Overall markets
Up
Underperformed peer group composite
3 years
out of a possible 4
 
Rising markets
UpDown
Outperformed peer group composite
1 year
out of a possible 2
 
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 - Global Allocation (CHF) Co-managed FO Mixed Asset - Flexible since Jun 30 2020 to present
UBS (Lux) Key Selection SICAV - Global Allocation (EUR) Co-managed FO Mixed Asset - Flexible since Jun 30 2020 to present
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) SICAV 1- All-Rounder (USD) Co-managed (deputy) FO Mixed Asset - Cautious since Jun 23 2021 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
Funds managed previously
Fund Periods
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
News & Research: Related articles sector Sector fund Fund group Group manager Manager
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Group 18 managers win their first FE fundinfo Alpha Manager rating By Gary Jackson  13-Feb-2024
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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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