UBS (LUX) Equity Fund - US Sustainable (USD) Q-acc header image

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.

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Source

https://www.ubs.com/ch/de/assetmanagement/funds/asset-class/lu0098995292-ubs-us-sustainable-equity-fund-usd-p-acc-pd001.html

Tags:
esg s&p 500 us companies

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OTHER SHARE CLASSES OF THIS FUND

UBS (LUX) Equity Fund - US Sustainable (USD) P-acc
UBS (LUX) Equity Fund - US Sustainable (USD) P-acc UBS (LUX) Equity Fund - US Sustainable (USD) P-acc Valor: 828789
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Annual Return

-50%0%+50%

Risk level

110
-1.35%USD 311.91