UBS Global Equity Climate Transition Fund C Acc header image

UBS Global Equity Climate Transition Fund C Acc

Fund

ISIN GB00BNLXP147 / Valor 11387561

NAV (2025-02-13)
GBP 0.65+0.58%

UBS Global Equity Climate Transition Fund C Acc
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General Objective

The UBS Global Equity Climate Transition Fund aims to grow the value of your investment over the medium to long term (3 to 5 years) while also focusing on metrics related to climate change, overall ESG scores, and alignment with specific United Nations Sustainable Development Goals (SDGs). The fund aims to have a better exposure relative to the MSCI World Index at rebalance.

Fund Exposure

The Fund invests at least 80% in equities of companies worldwide and uses the Benchmark as a reference point when constructing the portfolio. It predominantly invests in companies included in the Benchmark, subject to climate, sustainable, and risk criteria. The Fund aims to be net zero aligned by managing its carbon intensity profile following a science-based net zero pathway.

Risks

Investors should be aware that the Fund may have exposure to companies considered as laggards in terms of climate change and sustainability metrics due to portfolio risk management, liquidity risk, diversification, voting and engagement programs, or differences in methodologies. Additionally, investors may be exposed to changes in the exchange rate between the Fund's assets and GBP, which can impact returns. This Fund may not be suitable for investors planning to withdraw their money within 5 years.

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Source

https://www.ubs.com/uk/en/assetmanagement/funds/asset-class/gb00bnlxp253-ubs-global-equity-climate-transition-fund-class-k-accumulation-shares-pd001.html

Tags:
msci world global equity climate transition

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OTHER SHARE CLASSES OF THIS FUND

UBS Global Equity Climate Transition Fund K Acc
UBS Global Equity Climate Transition Fund K Acc UBS Global Equity Climate Transition Fund K Acc Valor: 11387697
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Annual Return

-50%0%+50%

Risk level

110
0.58%GBP 1,491.74