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You are here: Manager factsheet

Joe Elegante
UBS AG, UBS Asset Mgmt Funds Ltd
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Manager profile
Bruno Bertocci is a member of the Global Equity team, which is responsible for constructing and managing global equity portfolios worldwide. He also has specific responsibilities for key US client relationships. Bruno is also a member of the Sustainable and Responsible Investments (SRI) team. He is the lead portfolio manager on global equity SRI portfolios. Prior to joining UBS Global Asset Management in 1998, Bruno managed the global equity investment group at Stein Roe & Farnham. Previously, his positions included regional portfolio manager and global equity portfolio manager at Rockefeller & Co. Before assuming these roles, Bruno was based in London, then Hong Kong, as manager of that firm’s foreign offices. Bruno began his career at T.Rowe Price Associates as a US equity analyst. He holds a BA degree from Oberlin College (US) & an MBA from Harvard Business School (US).
Total return for Joe Elegante
Manager career performance
Discrete calendar year performance : Joe Elegante

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
Joe Elegante 13.6 -0.1 -0.5 31.6 -5.1 5.7 9.0 34.2 - -
Peer Group Composite 15.5 0.6 1.6 33.9 -4.0 6.1 7.7 27.7 - -
Over / Under -1.9 -0.7 -2.1 -2.3 -1.1 -0.4 1.3 6.5 - -
Performance vs peer group composite: Joe Elegante
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 8
 
Overall markets
Up
Underperformed peer group composite
6 years
out of a possible 8
 
Rising markets
UpDown
Outperformed peer group composite
2 years
out of a possible 7
 
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) Key Selection SICAV - Global Equities (USD) Co-managed (deputy) FO Equity - International since Jun 29 2018 to present
UBS (Lux) Equity - US Sustainable (USD) Co-managed FO Equity - USA since Aug 31 2020 to present
UBS (Lux) Equity SICAV - US Opportunity (USD) Co-managed FO Equity - USA since Aug 31 2020 to present
UBS US Equity Co-managed UT North America since Aug 31 2020 to present
UBS (Lux) Equity Fund - Global Sustainable (USD) Co-managed FO Equity - Ethical since Jun 30 2021 to present
UBS (Lux) Equity SICAV - Active Climate Aware (USD) Co-managed FO Equity - Ethical since Jun 30 2021 to present
UBS (Lux) Equity SICAV - Engage for Impact (USD) Co-managed FO Equity - Ethical since Jun 30 2021 to present
UBS (Lux) Equity SICAV - Long Term Themes (USD) Co-managed FO Equity - International since Jun 30 2021 to present
UBS (Lux) Equity - Global Sustainable Improvers (USD) Co-managed (deputy) FO Equity - Ethical since Oct 28 2021 to present
Funds managed previously
Fund Periods
UBS Global Optimal since Jun 29 2018 to fund close
UBS (Lux) Equity Fund - Global Sustainable (USD) since Nov 27 2015 to Jun 29 2021
UBS (Lux) Equity SICAV - Long Term Themes (USD) since Nov 22 2016 to Jun 29 2021
UBS (Lux) Equity SICAV - Engage for Impact (USD) since Oct 13 2017 to Jun 29 2021
UBS (Lux) Equity SICAV - Emerging Markets Sustainable (USD) since Nov 11 2016 to fund close
UBS (Lux) Equity - Global Sustainable Innovators (EUR) since Nov 10 2015 to Feb 12 2019
UBS (Lux) Equity SICAV - Emerging Markets Sustainable (USD) since Nov 27 2015 to Nov 10 2016
UBS (Lux) Equity SICAV - Active Climate Aware (USD) since Jun 24 2020 to Jan 19 2021
UBS (Lux) Equity SICAV - Water (USD) since Nov 27 2015 to Jan 25 2016
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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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