UBAM - Positive Impact Global Equity IEC EUR header image

UBAM - Positive Impact Global Equity IEC EUR

Fund

ISIN LU2351126045 / Valor null

NAV (2025-03-27)
EUR 131.02-0.75%

UBAM - Positive Impact Global Equity IEC 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 UC USD
UBAM - Positive Impact Global Equity UC USD UBAM - Positive Impact Global Equity UC USD Valor: 11210858
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.61%USD 131.09
UBAM - Positive Impact Global Equity AC EUR
UBAM - Positive Impact Global Equity AC EUR UBAM - Positive Impact Global Equity AC EUR
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.75%EUR 120.11
UBAM - Positive Impact Global Equity AC USD
UBAM - Positive Impact Global Equity AC USD UBAM - Positive Impact Global Equity AC USD
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.61%USD 137.27
UBAM - Positive Impact Global Equity UD USD
UBAM - Positive Impact Global Equity UD USD UBAM - Positive Impact Global Equity UD USD
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.61%USD 96.18
UBAM - Positive Impact Global Equity IC GBP
UBAM - Positive Impact Global Equity IC GBP UBAM - Positive Impact Global Equity IC GBP
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-1.18%GBP 127.56
UBAM - Positive Impact Global Equity AC GBP
UBAM - Positive Impact Global Equity AC GBP UBAM - Positive Impact Global Equity AC GBP
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-1.18%GBP 138.93
UBAM - Positive Impact Global Equity AD USD
UBAM - Positive Impact Global Equity AD USD UBAM - Positive Impact Global Equity AD USD
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.61%USD 144.25
UBAM - Positive Impact Global Equity APC EUR
UBAM - Positive Impact Global Equity APC EUR UBAM - Positive Impact Global Equity APC EUR
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.75%EUR 115.85
UBAM - Positive Impact Global Equity APD CHF
UBAM - Positive Impact Global Equity APD CHF UBAM - Positive Impact Global Equity APD CHF
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.83%CHF 98.94
UBAM - Positive Impact Global Equity IEC USD
UBAM - Positive Impact Global Equity IEC USD UBAM - Positive Impact Global Equity IEC USD Valor: 11210858
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.60%USD 133.22