UBS (Lux) Equity SICAV - Active Climate Aware (USD) I-B-acc
ISIN LU2350903097 / Valor 11189069
UBS (Lux) Equity SICAV - Active Climate Aware (USD) I-B-acc
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General Objective
The fund is an actively managed fund that invests globally in companies that are attractively valued and well positioned for a low carbon economy. It focuses on companies that exhibit leadership in climate adaptation, climate mitigation, and climate transition.
Fund Exposure
The fund is exposed to various sectors, with a significant allocation to Information Technology, Industrials, Health Care, Financials, and Consumer Discretionary. It has market exposure in the United States, United Kingdom, Canada, Taiwan, Germany, Luxembourg, China, Netherlands, Spain, and other countries. The fund also holds positions in the 10 largest equity positions, including Microsoft Corp, Alphabet Inc, and UnitedHealth Group Inc.
Risks
As the fund invests in equities, it may be subject to high volatility, requiring investors to have an elevated risk tolerance and capacity. The value of a unit may fall below the purchase price, and specific risks, such as regulatory risks related to climate change, are outlined in the prospectus. Investors should consider the recommended holding period disclosed in the PRIIPs KID before investing in this fund.
Source
https://www.ubs.com/ch/de/assetmanagement/funds/asset-class/lu2337677350-ubs-active-climate-aware-equity-fund-usd-seeding-q-acc-pd001.html
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