UBS S&P 500 Index Fund C Accumulation

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Name of CompanyUBS Asset Management Funds Ltd
Phone+44 20 79015000
Address5 Broadgate, London EC2M 2QS
 London   EC2M 2QS
 United Kingdom
Other Share Classes
UBS S&P 500 Index Fund C Income
UBS S&P 500 Index Fund J Accumulation
UBS S&P 500 Index Fund J Income
DomicileUnited Kingdom
Legal StructureOpen Ended Investment Company
Inception Date12/11/2014
Fund Advisor(s)
UBS Asset Management (UK) Ltd
Fund ManagerKaushik Patel
Manager Start Date24/07/2017
Kaushik Patel is a Portfolio Manager within the Indexing team, responsible for the day-to-day management of a number of passive equity portfolios. Kaushik joined UBS Asset Management in 2006. Prior to this he was a quantitative portfolio manager within the international equity team at JP Morgan Asset Management, where he was responsible for portfolio construction and stock selection. Kaushik is a Regular Member of the CFA Society of the UK and the CFA Institute.
In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(
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