Milestones
Since its foundation in 1996, UFG Asset Management has grown to become a leader in the Russian financial markets.
2012
2011
2010
2012
- UFG AM Funds ranked as Top Performers over 3-year and 1-year periods by Thompson Reuters` and by Barclay Hedge Alternative Investment Databases for the period ending December 2011.
2011
- UFG Asset Management announced the sale of its remaining 60% stake in Deutsche UFG Capital Management, a joint venture formed in 2008 focused on Russian retail and institutional money management, to Deutsche Bank AG. UFG Asset Management emerges as a fully independent entity. UFG’s public markets hedge funds, private equity funds, real estate funds, as well as UFG Wealth Management, remain under current management controlled by the longstanding UFG partnership led by the firm’s founders, Charles Ryan and Florian Fenner.
- UFG’s mid-cap equity strategy, long-biased "best ideas" portfolio, UFG Russia Alternative Fund, were ranked in the TOP 10 Emerging Markets – Eastern Europe/CIS category by BarclayHedge by compound annual return for 3 years period ending September 2011.
- Lipper MarketPlace, a Thomson Reuters company, has ranked two of UFG Asset Management’s Funds in their top-ten ratings of best-performers for the trailing twelve month period that ended September 30th, 2011. The UFG Russia Select Fund has been ranked the # 1 emerging markets equity strategy. The UFG Russia Debt Fund has been ranked the #1 emerging markets fixed income strategy.
- UFG AM fixed income funds ranked in Barclay Hedge September Top 10. UFG Debt Fund has ranked # 6 and the quasi-sovereign Eurobond debt UFG Credit Opportunity Fund has ranked # 7 in the Emerging Markets - Eastern Europe/CIS category.
- UFG Russia Select Fund was ranked by Bloomberg as #1 best performing Emerging Markets fund for year-to-date performance through the period ended July 31, 2011.
- Lipper MarketPlace, a Thomson Reuters company, ranked UFG Russia Select Fund among Top 20 Emerging Markets Equity Funds for one year performance ending June 2011.
- UFG’s Russia Select Fund has just been ranked # 1 in Bloomberg’s official Emerging Markets Hedge Funds review for year-to-date performance.
- UFG Russia Select Fund was listed among the best-performing emerging market hedge funds in the world over the past 12 months, according to Bloomberg Hedge Funds Review.
- Private Equity Russia & CIS Journal, a leading Russian magazine on private equity investments, announced Ivan Litvintsev, Director in UFG Private Equity Person of the year 2010 on the Russian private equity market.
2010
- UFG Private Equity Fund II held its final closing in the amount of $225 million.
- UFG Credit Opportunities Fund ranked #5 in Emerging Markets - Eastern Europe/CIS category by the Barclay Hedge Fund Alternative Investment Databases.
- UFG Russia Debt Fund ranked #6 in Top 10 - Emerging Markets Eastern Europe category for the past three years performance by the Barclay Hedge Alternative Investment Databases.
- UFG Russia Alternative Fund ranked #7 in Emerging Markets - Eastern Europe/CIS category by the Barclay Hedge Fund Alternative Investment Databases.
- UFG Asset Management launches two new fixed income public markets funds - UFG Credit Opportunities Fund and UFG Debt Fund.
- UFG Russia Alternative Fund ranked #1 in Emerging Markets - Eastern Europe/CIS category by the Barclay Hedge Alternative Investment Databases.
- UFG Private Equity Fund II is recapitalized after the key man event with $160 million in commitments and assets under management. The final closing of the Fund was set for Q2 2010 with the target fund size of $200 million.
- UFG Asset Management launches UFG Private Equity Fund II.
- UFG Asset Management launches UFG Real Estate Fund II.
- UFG Management opens a second regional office in Yekaterinburg.
- UFG Asset Management concludes a strategic partnership with Deutsche Bank to develop its mutual fund business in Russia under the newly formed brand Deutsche UFG Capital Management. Deutsche Bank, through its asset management division, acquires a 40% stake in UFG Invest, the onshore Russian investment company of UFG Asset Management Group, with an option to acquire the remaining 60% at a future date.
- UFG Asset Management closes UFG Real Estate Fund I with $130 million in capital commitments.
- UFG Invest launches two more mutual funds - Fund 2025 and the Infrastructure Fund.
- UFG Asset Management opens a regional office in St. Petersburg.
- The Interfax Centre for Economic Analysis names UFG Asset Management the leader in information transparency among asset management companies.
- UFG AM launches the UFG Russia Alternative Fund, a mid cap/pre IPO fund.
- UFG Invest launches the Balanced Fund focusing on long-term equity investments.
- Barclay's Group ranks UFG Russia Select Fund No. 1 in the category “Emerging Markets — Eastern Europe — Fund Assets Greater Than $10 Million as of month-end June 2006”.
- Russia’s National Rating Agency includes UFG Asset Management in the Top-5 asset management companies.
- UFG Asset Management launches UFG Russia Debt Fund, a fund investing in debt instruments issued by Russian corporations which are denominated in roubles, US dollars or euros.
- UFG Asset Management launches UFG Private Equity Fund I with $280 million capital commitments.
- The National Association of Stock Market Participants (NAUFOR) awards UFG Invest with an AAA rating, the Association's highest security rating.
- UFG Asset Management launches the Russia Select Fund, a hedge fund investing both long and short in the equities traded in Russia.
- UFG Invest takes over the management services of the Russian Bonds Fund, an open-ended fixed income mutual fund; this was the first fund transfer from one asset management company to another executed in Russia.
- UFG Invest launches the Pyotr Stolypin Fund, one of the first domestic open-ended equity mutual funds in Russia.
- UFG Invest is established to provide asset management services to onshore investors in Russia.
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BLOOMBERG # 1
UFG Russia Select Fund ranked in Bloomberg Emerging Markets Top-10 »
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UFG`S INVESTOR TRIP TO RUSSIA
UFG Asset Management hosted its 3nd annual Investor Trip to Russia, April 24-26, 2012 »
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UFG`S INVESTOR CONFERENCE CALL
UFG AM held investor conference call on April 4 to share market insights and detail recent portfolio moves with regard to the unfolding global debt crisis. »
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UFG AM & DEUTSCHE BANK
Deutsche Bank to increase stake in Deutsche UFG Capital Management to 100 per cent »
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UFG AM RATINGS FOR YEAR 2011
