UBS US Growth A Acc

Buy/Sell Price  (as of 17/07/2018) £2.4357   Day Change :  -0.12%     Fund Code:  UBUSA 

Important documents Before investing please ensure that you have read the Fidelity Key Features Document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found by clicking on the 'Important documents' link.

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Peter Bye is the Portfolio Manager on UBS Asset Management's US Large and Mid-Cap Growth Equity team. In addition to his portfolio management responsibilities, he is responsible for analysis and issue selection in the health care. Peter joined UBS Asset Management in 2010 after twelve years in equity research on the sell side covering health care sectors at Cowen & Co., Citigroup, Wachovia and most recently at Jefferies and Co. where he was mentioned as one of the Best on the Street in the 2010 Wall Street Journal survey. Prior to his equity research career, Peter worked in the quantitative research department at Putnam Investments in Boston, analyzing portfolio strategies, risk, security modeling, and performance attribution among the companies taxable fixed income groups.


Mr. Neuger is an Executive Director of UBS Global AM. Prior to joining UBS Global AM in 2013, Mr. Neuger was a U.S. equity portfolio manager at Pinebridge Investments since 2004, most recently serving as Head of U.S., EU and Global Active Equities. Prior to joining Pinebridge, Mr. Neuger was a Fixed Income Analyst with Wells Capital Management in Minnesota. Mr. Neuger received his BA in Economics from Saint Olaf College and an MBA in Finance and Accounting from the University of Minnesota.
Investment HouseUBS
Fund ProviderUBS Asset Management Funds Ltd
ManagerPeter J. Bye   Biography
ManagerDan Neuger   Biography

Fund Objective The UBS US Growth Fund is an actively managed Fund which invests more than 80% of its assets in the shares of US companies. Through our internal research process the manager invests in those companies which we believe the market underestimates the magnitude and/or duration of future growth, at the time of purchase. This approach aims to add value to the Fund, from anticipated growth in those companies the manager invests in.

Key Statistics

Fund Status
Fund TypeOEIC
12-Month NAV High £2.51
12-Month NAV Low £1.95
Fund Comparative Index -
Morningstar CategoryTMUS Large-Cap Growth Equity
Dividend FrequencyTwice Yearly
Historic Yield0.00%

Annual Charges

Morningstar ratings

 as of  30/06/2018
Overall3 star
3 Years3 star
5 Years3 star
10 YearsN/A

One or more funds cannot be shown as they have less than one year of performance data.

Growth of £1000 Help

 as of  17/07/2018

Past Performance (%) Help

as of 

This Fund


Fund versus Morningstar Category

Important Information

The value of the fund and the income from it can go down as well as up so you may get back less than you invested. If your fund invests in overseas markets, changes in currency exchange rates may affect the value of your investment. If your fund invests in small and emerging markets, these can be more volatile than other more developed markets. Past performance is not a guide to future returns.
For funds that invest in bonds, please be aware that the price of bonds is influenced by movements in interest rates, changes in the credit rating of bond issuers, and other factors such as inflation and market dynamics. In general, as interest rates rise the price of a bond will fall. The risk of default is based on the issuer's ability to make interest payments and to repay the loan at maturity. Default risk may therefore vary between different government issuers as well as between different corporate issuers.

 Some of the performance and risk data presented may start before the share class was launched. If so, the data prior to the launch date of the share class is based on the fund or share class that has similar or higher charges, in order to provide an indication of longer term performance and risk. Please refer to the launch date and performance start date in the fund factsheet to determine whether the data has been extended.Past Performance and Risk & Volatility figures are presented in British Pounds Sterling (GBP). Fund returns are calculated on a Nav to Nav or Bid to Bid basis with income reinvested either after tax (for UK-domiciled funds) or gross of tax (for offshore funds). Performance figures include the effect of the OCF/TER. To cover distribution costs a separate service fee is now also charged on most funds, which is not included in the past performance figures. Consequently the past performance of the fund may be less than that shown on the chart due to the effect of the service fee.

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