UBS Sustainable & Responsible Funds offer investment in line with sustainable values, proven expertise in the field of sustainable & responsible investments and a choice of companies and regions to invest in.
Actively managed equity fund that invests globally in developed and emerging market companies that provide solutions to significant global challenges such as climate change, air pollution, clean water and food security.
The fund aims to invest in attractively valued companies with a strong sustainability profile.
The portfolio allocates to multiple impact categories and is diversified across countries and sectors.
The strategy intends to demonstrate a positive impact on human well-being and environmental quality.
No hedging of local currency exposure.
Global equity solution with exposure to companies whose products and services can have a positive impact on human wellbeing and environmental quality.
The fund's investment process integrates traditional fundamental analysis with an evaluation of a range of material sustainability factors.
The fund's investment and engagement process is supported by a science-based measurement methodology for measuring the impact of companies on various impact categories, such as climate change, food security, health and poverty alleviation.
The fund's impact categories are aligned with several UN Sustainable Development Goals (UN SDGs).
The fund invests in equities and may therefore be subject to high fluctuations in value. For this reason, an investment horizon of at least five years and corresponding risk tolerance and capacity are required. As this fund pursues an active management style, its performance may therefore deviate considerably from that of its reference index. All investments are subject to market fluctuations. Every Fund has specific risks, which can significantly increase under unusual market conditions. The fund can use derivatives, which may result in additional risks (particularly counterparty risk).
UBS Sustainable & Responsible Funds
UBS Asset Management
UBS Fund Management (Luxembourg) S.A.
UBS Europe SE, Luxembourg Branch
Day of inception
October 13, 2017
Currency of account
Close of financial year
Issue / redemption
Net asset value
High - last 12 months
Low - last 12 months
Assets of the unit class in mn
Total product assets in mn
Performance chart (USD-based, as of October 17, 2017)
Indexed, Daily values
Performance (in %, as of October 17, 2017)
These figures refer to the past. Past performance is not a reliable indicator of future results. The performance shown does not take account of any commissions and costs charged when subscribing to and redeeming units.
For marketing and information purposes by UBS. UBS funds under Luxembourg law. Prospectuses, simplified prospectuses or key investor information, the articles of association or the management regulations as well as annual and semi-annual reports of UBS funds are available free of charge from UBS Fund Services (Luxembourg) S.A., P.O. Box 91, L-2010 Luxembourg or from UBS Europe SE, Luxembourg Branch, P.O. Box 2, L-2010 Luxembourg. Before investing in a product please read the latest prospectus carefully and thoroughly. Units of UBS funds mentioned herein may not be eligible for sale in all jurisdictions or to certain categories of investors and may not be offered, sold or delivered in the United States. The information mentioned herein is not intended to be construed as a solicitation or an offer to buy or sell any securities or related financial instruments. Past performance is not a reliable indicator of future results. The performance shown does not take account of any commissions and costs charged when subscribing to and redeeming units. Commissions and costs have a negative impact on performance. If the currency of a financial product or financial service is different from your reference currency, the return can increase or decrease as a result of currency fluctuations. This information pays no regard to the specific or future investment objectives, financial or tax situation or particular needs of any specific recipient. The details and opinions contained in this document are provided by UBS without any guarantee or warranty and are for the recipient's personal use and information purposes only. This document may not be reproduced, redistributed or republished for any purpose without the written permission of UBS AG. Source for all data and charts (if not indicated otherwise): UBS Asset Management