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You are here: Manager factsheet

Urs Beck

FE fundinfo Alpha Manager
EFG Asset Management (UK) Limi, UBS AG
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Manager profile
Urs Beck joined EFG in 2014 as a Senior Portfolio Manager. Urs manages the New Capital Swiss Select Equity Fund and New Capital Multihelvetia. Previously, Urs was head of Swiss equities at Zuercher Kantonalbank (ZKB) and ran both institutional and retail Swiss mandates for seven years. During his tenure at ZKB, Urs received the FERI award for best Swiss equities fund for two years running (2013 and 2014). He has also worked at Bank Leu, Julius Baer and UBS, where he served in Swiss equity sales and Swiss Equity derivatives, respectively. Urs graduated from the University of St. Gallen and is a CFA Charterholder.
Total return for Urs Beck
Discrete calendar year performance : Urs Beck

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
Urs Beck 6.2 4.9 -1.9 16.6 9.0 2.3 6.0 46.1 -1.8 18.1
Peer Group Composite 15.2 2.1 -6.7 29.5 5.5 -1.1 1.4 34.2 -0.2 3.6
Over / Under -9.0 2.8 4.8 -12.9 3.5 3.4 4.6 11.9 -1.6 14.5
Performance vs peer group composite: Urs Beck
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
7 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
3 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
5 years
out of a possible 7
 
Falling markets
UpDown
Outperformed peer group composite
2 years
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
New Capital Swiss Select Equity Co-managed FO Equity - Europe Single Country since Mar 13 2014 to present
New Capital Multihelvetia Lead manager FO Equity - Europe Single Country since Jun 01 2018 to present
Funds managed previously
Fund Periods
No previously managed funds
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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