UBS US EQUITY A - Manager
Bestinvest rating
Average monthly relative returns
|
Bestinvest MRI
|
|
07/08
|
08/09
|
09/10
|
10/11
|
11/12
|
|
3 years
|
5 years
|
Career
|
3 years
|
5 years
|
Career
|
|
-0.42%
|
-0.27%
|
0.10%
|
-0.49%
|
-0.32%
|
|
-0.24%
|
-0.28%
|
-0.02%
|
36.3%
|
28.8%
|
61.4%
|
|
Performance figures are based on the average of monthly percentage returns relative to the benchmark index.
|
Thomas Digenan
 "Photo of Thomas Digenan")
Digenan joined UBS in 1993 and was president of the firm’s mutual funds and relationship funds organisation before moving to the US equity team, where he is now North American equity strategist. Prior to joining UBS he was a senior manager in the tax department of KPMG Peat Marwick, working exclusively within the investment services industry. Digenan has a BS from Marquette University and an MST from DePaul University. He is a member of the CFA Institute, the CFA Society of Chicago, and the American Institute of Certified Public Accountants.
Track record
Thomas Digenan has 17.3 years experience of managing mutual funds in this sector. Over this period the average monthly return relative to the benchmark index has been -0.02%.
During the worst period of relative performance (from April 1996 - February 2000) there was a decline of 36% relative to the index. The worst absolute loss has been 37%.
Other funds managed
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Start Date |
CIS US GROWTH
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Nov 2005
|
|
Oct 2002
|
UBS US 130/30 EQUITY
|
Jun 2007
|
| Periods of worst performance |
|
Absolute
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-37%
(May 2007 - February 2009)
|
|
Relative
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-36%
(April 1996 - February 2000)
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Sector record since
January 1995 (17 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