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You are here: Manager factsheet

Ian Paczek
UBS AG
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Manager profile
Ian Paczek is a portfolio manager in the Quantitative Investments team, which is part of Systematic and Index Investments. His primary responsibility is the management of quantitative Global and European Equity strategies. Ian also plays an active role in the research and development of stock selection models for various equity markets. Prior to joining UBS Asset Management in 2004, Ian was at JP Morgan Fleming Asset Management as senior quantitative analyst in the International Structured Equity team. He was responsible for backtesting and analysis of investment strategies, and transaction costs and risk modelling. He was previously a member of the financial engineering and business analysis team at Lombard Risk Systems. Ian is a member of the CFA Institute and the Advisory Panel of the Institute for Quantitative Investment Research (INQUIRE).
Total return for Ian Paczek
Manager career performance
Rolling Alpha Quartile: Discrete three year periods
Rolling Alpha Quartile shows a manager's alpha score in quartile terms, plotting his or her risk adjusted performance against all other managers in the UT & OEICs universe. The best managers are those who are consistently ranked in the first or second quartile.
 
Quartile 1
Quartile 2
Quartile 3
Quartile 4
 
 
 
 
 
54-90m
 
 
 
 
 
 
 
 
 
66-102m
 
 
 
 
 
 
 
 
 
78-114m
 
 
 
 
 
 
 
 
 
90-126m
 
 
 
 
 
 
 
 
 
102-138m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Ian Paczek

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
Ian Paczek 10.1 3.4 6.8 16.8 -12.5 3.1 2.6 21.6 -0.6 10.5
Peer Group Composite 13.4 3.1 1.5 32.7 -5.6 3.6 6.4 25.4 -2.3 8.0
Over / Under -3.3 0.3 5.3 -15.9 -6.9 -0.5 -3.8 -3.8 1.7 2.5
Performance vs peer group composite: Ian Paczek
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
4 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
6 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
3 years
out of a possible 8
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
UBS (Lux) Equity SICAV - Global Income Sustainable (USD) Co-managed (deputy) FO Equity - Ethical since Jun 30 2014 to present
UBS (Lux) Equity SICAV - Euro Countries Income Sustainable (EUR) Co-managed FO Equity - Europe ex UK since Jan 28 2015 to present
UBS (Lux) Equity SICAV - European High Dividend Sustainable (EUR) Co-managed FO Equity - Europe inc UK since Jul 28 2017 to present
UBS (Lux) Equity SICAV - US Income Sustainable (USD) Co-managed (deputy) FO Equity - USA since Jun 30 2021 to present
UBS US Total Yield Sustainable (USD) Co-managed (deputy) FO Equity - USA since Jun 30 2021 to present
UBS (Lux) Equity SICAV - Global High Dividend Sustainable (USD) Co-managed FO Equity - Ethical since Jul 31 2021 to present
Funds managed previously
Fund Periods
UBS (Lux) Equity - Euro Countries Multi Strategy (EUR) since Aug 21 1998 to Aug 24 2011
UBS (Lux) Equity - Great Britain (GBP) since Jul 19 1999 to Jul 12 2011
UBS (Lux) Equity SICAV - Global High Dividend Sustainable (USD) since Jul 31 2014 to Jul 30 2021
UBS (Lux) Equity - EURO STOXX 50 (EUR) since Jun 05 2010 to Sep 03 2014
UBS (Lux) Equity SICAV - European High Dividend Sustainable (EUR) since Jul 31 2014 to Jul 27 2017
UBS (Lux) SICAV 1 - EMU Equities Quantitative (EUR) since Jul 31 2014 to Jul 27 2017
UBS (Lux) SICAV 1 - EMU Equities Quantitative (EUR) since Jul 28 2017 to fund close
UBS (Lux) Equity SICAV - USA Quantitative (USD) since Oct 24 2016 to Jan 15 2017
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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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