UBAM - Positive Impact Global Equity AD EUR header image

UBAM - Positive Impact Global Equity AD EUR

Fund

ISIN LU2351128090 / Valor null

NAV (2025-03-07)
EUR 114.23-0.20%

UBAM - Positive Impact Global Equity AD EUR
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General Objective

The Fund aims to grow capital and generate income by investing in shares of worldwide equities, including Emerging countries. It focuses on companies that have products, services, and/or processes contributing to environmental and social solutions as defined by the UN Sustainable Development Goals.

Fund Exposure

The Fund is actively managed and relatively concentrated, typically holding under 60 names with low turnover. It may invest up to 20% of its net assets in warrants, convertible bonds, bonds, debt securities, and money market instruments. There are no restrictions on the percentage invested in small and mid-capitalization companies. 100% of the invested companies are positive contributors to environmental and social objectives.

Risks

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 investments. Investors should be aware that they may not get back their initial investment and that the recommended holding period is a minimum of five years.

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Source

https://www.ubp.com/en/asset-management/funds/lu2351121327

Tags:
sustainable investing msci world global equities

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OTHER SHARE CLASSES OF THIS FUND

UBAM - Positive Impact Global Equity APC EUR
UBAM - Positive Impact Global Equity APC EUR UBAM - Positive Impact Global Equity APC EUR
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Annual Return

-50%0%+50%

Risk level

110
-0.20%EUR 116.54
UBAM - Positive Impact Global Equity IEC EUR
UBAM - Positive Impact Global Equity IEC EUR UBAM - Positive Impact Global Equity IEC EUR
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Annual Return

-50%0%+50%

Risk level

110
-0.20%EUR 131.71
UBAM - Positive Impact Global Equity IC GBP
UBAM - Positive Impact Global Equity IC GBP UBAM - Positive Impact Global Equity IC GBP
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Annual Return

-50%0%+50%

Risk level

110
0.02%GBP 129.53
UBAM - Positive Impact Global Equity APD CHF
UBAM - Positive Impact Global Equity APD CHF UBAM - Positive Impact Global Equity APD CHF
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Annual Return

-50%0%+50%

Risk level

110
-0.55%CHF 99.83
UBAM - Positive Impact Global Equity AC USD
UBAM - Positive Impact Global Equity AC USD UBAM - Positive Impact Global Equity AC USD
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Annual Return

-50%0%+50%

Risk level

110
0.28%USD 139.04
UBAM - Positive Impact Global Equity ID EUR
UBAM - Positive Impact Global Equity ID EUR UBAM - Positive Impact Global Equity ID EUR
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Annual Return

-50%0%+50%

Risk level

110
-0.20%EUR 122.44
UBAM - Positive Impact Global Equity UC EUR
UBAM - Positive Impact Global Equity UC EUR UBAM - Positive Impact Global Equity UC EUR
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Annual Return

-50%0%+50%

Risk level

110
-0.20%EUR 149.11
UBAM - Positive Impact Global Equity AC GBP
UBAM - Positive Impact Global Equity AC GBP UBAM - Positive Impact Global Equity AC GBP
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Annual Return

-50%0%+50%

Risk level

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0.02%GBP 141.14
UBAM - Positive Impact Global Equity AD USD
UBAM - Positive Impact Global Equity AD USD UBAM - Positive Impact Global Equity AD USD
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Annual Return

-50%0%+50%

Risk level

110
0.27%USD 146.11
UBAM - Positive Impact Global Equity IPC EUR
UBAM - Positive Impact Global Equity IPC EUR UBAM - Positive Impact Global Equity IPC EUR Valor: 11210855
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Annual Return

-50%0%+50%

Risk level

110
-0.20%EUR 118.59