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Bestinvest

New rating - UBS US Equity

By MARK HINTON 07/09/2006

New rating - UBS US Equity by mark hinton

Tom Digenan has managed this core US holding since launch in October 2002 with a focus on large and medium sized companies. Stocks are valued using discounted cash flow analysis to determine an intrinsic value. Added value is driven predominantly by stock selection rather than economic views and the overall style shows no significant bias to value or growth.

The fund is designed to add value in all market conditions and performance has been consistently good. It may well underperform in periods of irrational market conditions such as in 1999, but the process should outperform over the market cycle. The fund is awarded a 3 star rating.

 
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Index Points +/-
FTSE 100 5860.41 0.54%
FTSE 250 11145.00 0.83%
FTSE All Share 3026.50 0.56%
FTSE Euro 100 2229.69 0.61%
S&P 500 1339.22 0.38%
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Hang Seng 20709.94
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Values delayed by at least 15 minutes.
Source: Financial Express

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