UBS (Lux) Equity SICAV - Future Leaders Small Caps (USD) (GBP) Q-dist
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General Objective
The fund mainly invests in stocks of small cap companies that benefit from long-term structural growth drivers related to health and societal transformation, sustainable transformation, and digital transformation.
Fund Exposure
The fund is exposed to small cap companies in Europe, USA, Asia, and Emerging Markets with thematic exposure to areas such as consumer experience, energy efficiency, aging in comfort, security and safety, digital data, clean air and carbon reduction, enabling technology, automation and robotics, circular economy, health tech, and fintech.
Risks
The fund invests in equities and may be subject to high volatility, requiring an elevated risk tolerance. The value of a unit may fall below the purchase price, influenced by currency fluctuations. Focusing on small-cap companies may involve additional risks such as low liquidity and limited realizability under adverse market conditions. The fund's active management approach may lead to performance deviations from the market rate of return, and intentional sector focus may entail additional risks due to lower diversification.