UBS (Lux) Equity SICAV - Small Caps Europe Sustainable (EUR) I-B-acc
Fund
ISIN LU0399031052 / Valor 4732745
NAV (2025-01-22)
EUR 327.71+0.08%
UBS (Lux) Equity SICAV - Small Caps Europe Sustainable (EUR) I-B-acc
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General Objective
The fund is an actively managed equity portfolio investing in European small-cap companies, with a focus on companies' flexibility and ability to innovate. It promotes environmental and social characteristics and falls under SFDR Article 8(1).
Fund Exposure
The fund is diversified across various countries and sectors, with market exposure in the United Kingdom, Germany, Sweden, Belgium, and other European countries. Sector exposure includes industrials, financials, consumer discretionary, healthcare, and more.
Risks
UBS Small & Mid Cap Funds 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. Focusing on small-cap equities may entail additional risks, and all investments are subject to market fluctuations. The use of derivatives in the fund may result in additional risks, particularly counterparty risk.