UBS (LUX) Equity Fund - US Sustainable (USD) Q-acc
Fund
ISIN LU0358044989 / Valor 3932923
NAV (2025-03-13)
USD 223.64-1.35%
UBS (LUX) Equity Fund - US Sustainable (USD) Q-acc
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General Objective
The fund is an actively managed equity fund that invests in US companies with a strong sustainability profile, promoting environmental, social, and governance characteristics. The portfolio manager is not tied to the benchmark in terms of investment selection or weight.
Fund Exposure
The fund invests in US companies across various sectors, with the largest exposure to Information Technology, Financials, and Health Care. The fund focuses on companies that rank highly in the UBS ESG database and are attractively valued.
Risks
UBS Country & Regional Funds, including this fund, invest in equities and may be subject to high fluctuations in value. The fund's active management style can lead to performance deviations from its reference index. Additionally, the use of derivatives may introduce additional risks, particularly counterparty risk. Investors should consider the fund's specific risks and holding period before making investment decisions.