UBAM - Biodiversity Restoration AED EUR Income
ISIN LU2351039230 / Valor 11200143
UBAM - Biodiversity Restoration AED EUR Income
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General Objective
The Fund seeks to grow capital and generate income primarily by investing in worldwide equities, including emerging countries. The Fund focuses on investing in biodiversity fixers and value chain champion companies to contribute positively to biodiversity restoration and promote a nature-positive portfolio.
Fund Exposure
The Fund is actively managed and relatively concentrated, typically holding under 50 names with low turnover. It invests primarily in Small and Mid-Capitalization equities with a minimum market capitalization of EUR 150 million. Additionally, the Fund may invest up to 20% of its net assets in fixed income and money market instruments.
Risks
Investors should be aware that as an equity fund, the Fund's holdings can move in line with or return less than the broad stock market, potentially resulting in a decrease in the value of their investment. Other risks include counterparty risk, currency risk, ESG and sustainability risk, and liquidity risk. It is important to note that historical data used to calculate risk indicators may not be a reliable indication of the Fund's future risk profile.
Source
https://www.ubp.com/en/asset-management/funds/lu2351044073
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