UBS GLOBAL ALLOCATION A - Manager
No Bestinvest rating
Find rated mixed investment 40-85% shares funds
Average monthly relative returns
|
Bestinvest MRI
|
|
07/08
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08/09
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09/10
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10/11
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11/12
|
|
3 years
|
5 years
|
Career
|
3 years
|
5 years
|
Career
|
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–
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–
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–
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-0.41%
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-0.77%
|
|
–
|
–
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-0.37%
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0.0%
|
0.0%
|
0.0%
|
|
Performance figures are based on the average of monthly percentage returns relative to the benchmark index.
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Andreas Koester
 "Photo of Andreas Koester")
Koester joined UBS Global Asset Management in 2009 having previously worked at Schroder Investment Management where he was Head of US & European Multi-Asset Solutions and was also a member of their global asset allocation and alternative investment committees. Prior to joining Schroder in 2005, he worked for AXA Investment Managers and Commerzbank Asset Management in various portfolio management and asset allocation roles. He began his career in the investment banking division of Société Generale. Koester is a DVFA (Society of Investment Professionals in Germany) Charterholder and also holds the Certified EFFAS Financial Analyst (CEFA) and Investment Management Certificate (IMC) qualifications. He attended the University of Osnabrueck (Germany), BA and Heinrich Heine University of Düsseldorf (Germany), MBA
Track record
The track record of Andreas Koester in managing mutual funds in this sector is still too short for us to draw any meaningful conclusions and so our assessment is based largely on qualitative aspects.
Other funds managed
| Periods of worst performance |
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Absolute
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-12%
(April 2011 - September 2011)
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|
Relative
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-16%
(April 2010 - November 2011)
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Sector record since
February 2010 (2 yrs)
About the MRI
Our unique indicator: the Bestinvest Manager Record Index (MRI) measures the likelihood that the fund manager is adding value through their decisions. It is based on their performance record over the course of their career, adjusted for the amount of risk taken. MRI is an important contributor to our fund rating system but it is also vital to take account of qualitative factors. It is also very important to select funds to form a cohesive portfolio with an appropriate overall risk level. Read more about our approach