FUNDS - UBS (Lux) Equity Fund - Global Sustainable (USD) P
Last update on: 28/10/2021

UBS (Lux) Equity Fund - Global Sustainable (USD) P

Investment Trusts
UBS Equity Fund Management Company S.A.
Asset Manager
UBS Global Asset Management

Fund data (Equity Fund)

Fund size

(as of 30/09/2021)

1,320.96 mil. USD
Share class size

(as of 30/09/2021)

146.94 mil. USD
ISIN LU0076532638
Fund price (as of 28/10/2021)
Offer n.s.
Bid 1,490.92 US-Dollar

Growth (as of 28/10/2021) *

10 Years 246.00 %
5 Years 94.96 %
3 Years 62.23 %
1 Year 41.11 %
Current year 23.16 %
Benchmark MSCI World

* in Euro (€)

Master data of Funds
Launch date 18/06/1997
Available in AT, CH, DE, DK, ES, FI, FR, GB, GR, IS, IT, LI, LU, MT, NL, NO, PT, SE
Fund type Equity Fund
Kind of fund Sustainability and ethical funds / Sustainability-/ Ethical fund
Aim of investment Capital investment while consequently observing ecological criteria in achieving at least market appropriate yield
Investment strategy Worldwide investment in leaders and pioneers, with above average ecological, social and economical performance and an attractive growth potential. Country and industry weighting like the MSCI World.
Investment process The fund invests worldwide in companies with above average ecological, social and economical performance and an attractive growth potential. Investment in companies with a high eco-performance and social responsibility. The investment strategy incorporates leader as well as pioneers. The testing procedure is divided in five steps:

1. pre-testing

2. ecological ranking

3. social analysis

4. validity check

5. decision
Positive criteria Environmental policy and strategy, guidelines and environmental strategy; environmental management, environmental management system and program, controlling, auditing; internal activities incl. training and risk management; costs and savings due to the environment, amount of costs and savings, integration into cost accounting; environmental communication, information of external stakeholders; process strategies concrete targets and measures, eco-balance; quantitative environmental data (input/output); product strategies, procurement guidelines, product evaluations, life cycle considerations; customer service, recyclig systems; social policy, management system; employee relations; relation to developing countries; products which have constructive utility peaceful application, and support sustainability; companies have to obey and support human rights; the company should appreciate the dignity of all creatures, protect nature and environment; risks should be insurable; external cost have to be internalized; active open communication, participation and careful treatment of humans; obeying environmental and other laws
Negative criteria for stocks and corporate bonds Ethical and Social:
- alcohol
- gambling
- pornography
- tobacco
- weapons/armaments

- nuclear power stations
- genetic engineering in agriculture
- nuclear power
- nuclear technology
- forestry without aiming for FSC-certification

- prostitution

Negative criteria for government bonds n.s.
Research done by InHouse & Extern

This fund profile is aligned with the fund company.



*no exclusion but part of the analysis