UBS (Lux) Equity SICAV - Small Caps Europe Sustainable (EUR) I-B-acc header image

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.

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Source

https://www.ubs.com/ch/de/assetmanagement/funds/asset-class/lu0358729738-ubs-small-caps-europe-sustainable-equity-fund-eur-q-acc-pd001.html

Tags:
europe small cap msci small cap europe

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OTHER SHARE CLASSES OF THIS FUND

UBS (Lux) Equity SICAV - Small Caps Europe Sustainable (EUR) I-X-acc
UBS (Lux) Equity SICAV - Small Caps Europe Sustainable (EUR) I-X-acc UBS (Lux) Equity SICAV - Small Caps Europe Sustainable (EUR) I-X-acc Valor: 4732747
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Annual Return

-50%0%+50%

Risk level

110
0.08%EUR 100.76
UBS (Lux) Equity SICAV - Small Caps Europe Sustainable (EUR) Q-acc
UBS (Lux) Equity SICAV - Small Caps Europe Sustainable (EUR) Q-acc UBS (Lux) Equity SICAV - Small Caps Europe Sustainable (EUR) Q-acc Valor: 4732737
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Annual Return

-50%0%+50%

Risk level

110
0.09%EUR 176.25
UBS (Lux) Equity SICAV - Small Caps Europe Sustainable (EUR) Q-acc USD Hedged
UBS (Lux) Equity SICAV - Small Caps Europe Sustainable (EUR) Q-acc USD Hedged UBS (Lux) Equity SICAV - Small Caps Europe Sustainable (EUR) Q-acc USD Hedged Valor: 28363037
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Annual Return

-50%0%+50%

Risk level

110
0.09%USD 173.42
UBS (Lux) Equity SICAV - Small Caps Europe Sustainable (EUR) (USD hedged) P-acc
UBS (Lux) Equity SICAV - Small Caps Europe Sustainable (EUR) (USD hedged) P-acc UBS (Lux) Equity SICAV - Small Caps Europe Sustainable (EUR) (USD hedged) P-acc Valor: 24139206
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Annual Return

-50%0%+50%

Risk level

110
0.09%USD 191.73
UBS (Lux) Equity SICAV - Small Caps Europe Sustainable (EUR) U-X EUR Acc
UBS (Lux) Equity SICAV - Small Caps Europe Sustainable (EUR) U-X EUR Acc UBS (Lux) Equity SICAV - Small Caps Europe Sustainable (EUR) U-X EUR Acc Valor: 4732749
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Annual Return

-50%0%+50%

Risk level

110
0.09%EUR 15,354.46
UBS (Lux) Equity SICAV - Small Caps Europe Sustainable (EUR) P-acc
UBS (Lux) Equity SICAV - Small Caps Europe Sustainable (EUR) P-acc UBS (Lux) Equity SICAV - Small Caps Europe Sustainable (EUR) P-acc Valor: 1930141
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Annual Return

-50%0%+50%

Risk level

110
0.07%EUR 441.88