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.