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Category description:
UBS Sustainable & Responsible Funds

  • Investment in line with sustainable values
  • Proven expertise in the field of sustainable and responsible investments
  • Choice of companies and regions to invest in

The market for sustainable and responsible investments has grown rapidly over the last ten years - and the trend is upwards. Since the mid-90s, UBS has offered products that satisfy sustainable and responsible standards. At UBS, we have developed our own methods for identifying and monitoring such investments and we also involve external experts for validation. We are firmly committed to responsible practices in the conduct of our own business and in the investment products we offer - which is one of the reasons we have launched our UBS Sustainable & Responsible Funds.

As consumers, whether on the high street or at their bank, we value choice. UBS Sustainable & Responsible Funds enable investors to exercise this choice when putting together their investment portfolios, offering them the chance to invest in companies in line with their sustainable values. Our sustainable and responsible investment specialists have identified investments that generate financial performance and meet the demands of sustainable responsibility.

Through our rigorous selection process we have identified "Leaders" and "Innovators". Leaders are companies that are best in industry class in terms of sustainability and responsibility - overall sustainability policy and management, specific industry sustainability challenges, employee and stakeholder relations and corporate governance. Innovators are smaller or emerging companies whose products or services make a contribution to sustainable development and which also have promising growth potential. Sustainable and responsible investments also make sense economically - companies with a pro-active approach to sustainability benefit from reduced risk and increased competitive advantage and generate long-term added value for stakeholders.

UBS is itself listed on Dow Jones Sustainability Index and FTSE4Good Index. Our proven track record of ethical and sustainable responsibility makes us a credible partner for sustainable and responsible investments. And our tradition of excellence in managing money means that clients' money is in good hands.
Additional fees (e.g. entry or exit fees) may be charged by the Distributor. Please refer to your financial adviser for more details. For a definition of financial terms refer to the glossary available at
For marketing and information purposes by UBS. Representative in Switzerland for UBS funds established under foreign law: UBS Fund Management (Switzerland) AG, P.O. Box, CH-4002 Basel. Paying agent: UBS Switzerland AG, Bahnhofstrasse 45, CH-8001 Zurich. 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 AG, P.O. Box, CH-4002 Basel or from UBS Fund Management (Switzerland) AG, P.O. Box, CH-4002 Basel. The fund documentation is available free of charge in English and, where relevant, in one of the local language(s) where the fund is registered. 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
Source for all data and charts (if not indicated otherwise): UBS Asset Management
No responsibility is taken for the correctness of the information provided above.

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