The fund invests worldwide in companies that generate above-average environmental, social and governance performance and offer interesting growth potential.
The fund portfolio primarily contains large-capitalisation stocks.
Bottom up best ideas stock selection of sustainable companies.
The fund gives investors access to attractively valued companies that have a strong ESG (Environment, Social, Governance) profile.
The portfolio's structure may deviate sharply from the reference index in order to increase potential outperformance.
The fund is managed by an investment team that has specialised in the management of sustainable portfolios since 1996.
UBS Global Sustainable 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 UBS fund pursues an active management style, performance can deviate substantially 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
June 13, 1997
Currency of account
Close of financial year
Issue / redemption
Total expense ratio (TER)
Reference Index / Benchmark
MSCI World (r)
Net asset value
High - last 12 months
Low - last 12 months
Assets of the unit class in mn
Total product assets in mn
Total risk reference index / benchmark
Risk Free Rate
Performance chart (USD-based, as of December 13, 2017)
Indexed, Month-end values
Past performance is not a reliable indicator of future results.
Performance (in %, as of December 13, 2017)
The performance shown does not take account of any commissions, entry or exit charges.
These figures refer to the past. Past performance is not a reliable indicator of future results.
Peer group (as of November 30, 2017)
Fund (USD, in%)
Ø peer group (in %) 1)
Quartile ranking 2)
||Average performance Lipper Global Classification (LGC)
||Quartile 1,2,3,4; e.g.: 1= fund is part of the best 25% of all funds of the peer group
Peer group information. Peer group category used: LGC Equity Global, based on mutual funds in the "MSCI Europe Developed Markets Universe" ex institutional and insurance funds, ETF's and Pension Trusts. Source and calculation: Lipper, a Thomson Reuters Company
By sector (in %, as of November 30, 2017)
By the 10 largest equity positions (in %, as of November 30, 2017)
Marsh & McLennan Cos Inc
UnitedHealth Group Inc
Sage Group PLC/The
TJX Cos Inc/The
By investment domicile (in %, as of November 30, 2017)