UBS (Lux) Equity Fund - Global Sustainable (USD) (EUR) I-B-acc header image

UBS (Lux) Equity Fund - Global Sustainable (USD) (EUR) I-B-acc

Fund

ISIN LU0401299366 / Valor 4733196

NAV (2025-02-11)
EUR 396.22-0.15%

UBS (Lux) Equity Fund - Global Sustainable (USD) (EUR) I-B-acc
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General Objective

The fund aims to invest globally in shares of companies that adhere to strict corporate governance, environmental, and social criteria. It focuses on promoting environmental and/or social characteristics while excluding companies with negative social or environmental impacts.

Fund Exposure

The fund manager combines carefully selected equities of various companies in different countries and sectors based on sustainability/ESG criteria. The fund is categorized as a "Sustainability Focus" fund and uses the MSCI World index as its benchmark for portfolio composition and risk management.

Risks

Investors should be aware of the potential risks associated with investing in equities, including market volatility, currency exchange rate fluctuations, and the possibility of losses from securities lending transactions. Additionally, the fund's exposure to China A-Shares via the Stock Connect programme may introduce geopolitical and regulatory risks.

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Source

https://www.ubs.com/ch/de/assetmanagement/funds/asset-class/lu2059871348-ubs-global-sustainable-equity-fund-usd-i-a3-acc-pd001.html

Tags:
sustainability msci world global equities

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OTHER SHARE CLASSES OF THIS FUND

UBS (Lux) Equity Fund - Global Sustainable (USD) (CHF portfolio hedged) F-acc
UBS (Lux) Equity Fund - Global Sustainable (USD) (CHF portfolio hedged) F-acc UBS (Lux) Equity Fund - Global Sustainable (USD) (CHF portfolio hedged) F-acc Valor: 12352826
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Annual Return

-50%0%+50%

Risk level

110
0.08%CHF 126.58
UBS (Lux) Equity Fund - Global Sustainable (USD) (EUR) P-acc
UBS (Lux) Equity Fund - Global Sustainable (USD) (EUR) P-acc UBS (Lux) Equity Fund - Global Sustainable (USD) (EUR) P-acc Valor: 4733176
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Annual Return

-50%0%+50%

Risk level

110
-0.16%EUR 112.01
UBS (Lux) Equity Fund - Global Sustainable (USD) (EUR) P-dist
UBS (Lux) Equity Fund - Global Sustainable (USD) (EUR) P-dist UBS (Lux) Equity Fund - Global Sustainable (USD) (EUR) P-dist Valor: 4733175
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Annual Return

-50%0%+50%

Risk level

110
-0.16%EUR 321.68
UBS (Lux) Equity Fund - Global Sustainable (USD) (EUR) Q-acc
UBS (Lux) Equity Fund - Global Sustainable (USD) (EUR) Q-acc UBS (Lux) Equity Fund - Global Sustainable (USD) (EUR) Q-acc Valor: 44534687
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Annual Return

-50%0%+50%

Risk level

110
-0.16%EUR 214.08
UBS (Lux) Equity Fund - Global Sustainable (USD) Q-acc
UBS (Lux) Equity Fund - Global Sustainable (USD) Q-acc UBS (Lux) Equity Fund - Global Sustainable (USD) Q-acc Valor: 28369336
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Annual Return

-50%0%+50%

Risk level

110
0.09%USD 250.92
UBS (Lux) Equity Fund - Global Sustainable (USD) (CAD) I-X-acc
UBS (Lux) Equity Fund - Global Sustainable (USD) (CAD) I-X-acc UBS (Lux) Equity Fund - Global Sustainable (USD) (CAD) I-X-acc Valor: 23839149
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Annual Return

-50%0%+50%

Risk level

110
0.04%CAD 379.30
UBS (Lux) Equity Fund - Global Sustainable (USD) I-A1-acc
UBS (Lux) Equity Fund - Global Sustainable (USD) I-A1-acc UBS (Lux) Equity Fund - Global Sustainable (USD) I-A1-acc Valor: 4733164
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Annual Return

-50%0%+50%

Risk level

110
0.09%USD 429.39
UBS (Lux) Equity Fund - Global Sustainable (USD) (EUR portfolio hedged) F-acc
UBS (Lux) Equity Fund - Global Sustainable (USD) (EUR portfolio hedged) F-acc UBS (Lux) Equity Fund - Global Sustainable (USD) (EUR portfolio hedged) F-acc Valor: 12352826
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Annual Return

-50%0%+50%

Risk level

110
0.07%EUR 132.14
UBS (Lux) Equity Fund - Global Sustainable (USD) (USD portfolio hedged) F-acc
UBS (Lux) Equity Fund - Global Sustainable (USD) (USD portfolio hedged) F-acc UBS (Lux) Equity Fund - Global Sustainable (USD) (USD portfolio hedged) F-acc Valor: 12352825
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.07%USD 136.63
UBS (Lux) Equity Fund - Global Sustainable (USD) (EUR hedged) P-acc
UBS (Lux) Equity Fund - Global Sustainable (USD) (EUR hedged) P-acc UBS (Lux) Equity Fund - Global Sustainable (USD) (EUR hedged) P-acc Valor: 45575461
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.08%EUR 158.70