UBAM Positive Impact Global Equity Fund
SRI Style:
Sustainable Style
SDR Labelling:
Not eligible to use label (out of scope)
Product:
SICAV/Overseas
Fund Region:
Global
Fund Asset Type:
Equity
Launch Date:
27/09/2022
Last Amended:
Dialshifter (
):
Fund/Portfolio Size:
£73.64m
(as at: 30/11/2025)
ISIN:
LU2351127795
Sustainable, Responsible
&/or ESG Overview:
Fund manager unable to supply fund information
Primary fund last amended:
Information directly from fund manager.
Fund Filters
Labels & Accreditations
Find options classified under Article 9 of the EU’s SFDR (Sustainable Finance Disclosure Requirements). Article 9 of the SFDR applies to financial products that have sustainable investment 'objectives' - including emissions reduction objectives. (These may currently be referred to as 'impact' funds or aiming to deliver clear, specific positive outcomes.) These rules do not currently apply in the UK so product managers may leave this field blank.
Sustainable, Responsible &/or ESG Policy:
Objectives and investment policy
The Fund seeks to grow capital and generate income by investing in shares of worldwide -including Emerging countries- equities.
The Fund is actively managed and relatively concentrated (typically under 60 names) with low turn-over and may invest up to 20% of its net assets in warrants on transferable securities, convertible bonds or bonds with warrants on transferable securities, bonds and other debt securities and money market instruments.
The Fund has no restriction on the percentage invested in small and midcapitalization.
100% of the invested companies are positive contributors to one or more environmental / social objectives.
The Fund addresses the United Nation's Sustainable Developments Goals through 6 themes, 3 environmental (healthy ecosystems, climate stability, sustainable communities) and 3 societal (basic needs, health & wellbeing, inclusive & fair economies).
The primary sustainable objective is to invest in companies which have products, services and/or processes which contribute to the solution of environmental and/or social problems as defined by the UN, including, but not limited to climate change mitigation, promotion of circular economy solutions, affordable healthcare and education, and the protection and restoration of biodiversity.
The construction of the universe is driven by positive inclusion, rather than exclusion. That is to say, through the 6 thematic lenses, the Investment Manager builds a universe through adherence to the the intensity of impact (IMAP) system and positive Environmental, Social and Governance (ESG) credentials.
The Investment Manager performs a negative screening, based on the exclusion list and ESG profile to filter the investment universe. Impact and ESG credentials are fully integrated into decision making regarding the purchase, sale and position-sizing of underlying holdings. The IMAP score in combination with ESG and financial analysis will determine the size of the positions in the portfolio.
The investment process draws from the collaboration of the Investment Manager (Union Bancaire Privée, UBP SA) with Cambridge Institute for Sustainability Leadership ("CISL").
CISL is not involved in the stock selection of this Fund.
The ESG analysis covers at least 90% of the Fund's portfolio.
A performance fee in reference to the MSCI AC World Net Return Index (USD) (the "Benchmark") is applied to some share classes. The Benchmark is representative of the investment universe and of the risk profile of the Fund. The Investment Manager has significant discretion to deviate from the Benchmark's constituents in respect to countries, sectors, issuers and instruments, especially in view of the fact that the Benchmark is a standard reference used to frame the Fund's universe but is not aligned with the environmental and/or social characteristics promoted by the Fund.
(Source: KIID, as at December 2025)
SDR Labelling:
Not eligible to use label (out of scope)
| Fund Name | SRI Style | SDR Labelling | Product | Region | Asset Type | Launch Date | Last Amended |
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|---|---|---|---|---|---|---|---|---|
UBAM Positive Impact Global Equity Fund |
Sustainable Style | Not eligible to use label (out of scope) | SICAV/Overseas | Global | Equity | 27/09/2022 | ||
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Fund/Portfolio Size: £73.64m (as at: 30/11/2025) ISIN: LU2351127795 |
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Sustainable, Responsible &/or ESG OverviewFund manager unable to supply fund information
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Information received directly from Fund Manager |
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Fund FiltersLabels & Accreditations
SFDR Article 9 fund / product (EU)
Find options classified under Article 9 of the EU’s SFDR (Sustainable Finance Disclosure Requirements). Article 9 of the SFDR applies to financial products that have sustainable investment 'objectives' - including emissions reduction objectives. (These may currently be referred to as 'impact' funds or aiming to deliver clear, specific positive outcomes.) These rules do not currently apply in the UK so product managers may leave this field blank. Sustainable, Responsible &/or ESG Policy:Objectives and investment policy The Fund is actively managed and relatively concentrated (typically under 60 names) with low turn-over and may invest up to 20% of its net assets in warrants on transferable securities, convertible bonds or bonds with warrants on transferable securities, bonds and other debt securities and money market instruments. The Fund has no restriction on the percentage invested in small and midcapitalization. 100% of the invested companies are positive contributors to one or more environmental / social objectives. The Fund addresses the United Nation's Sustainable Developments Goals through 6 themes, 3 environmental (healthy ecosystems, climate stability, sustainable communities) and 3 societal (basic needs, health & wellbeing, inclusive & fair economies). The primary sustainable objective is to invest in companies which have products, services and/or processes which contribute to the solution of environmental and/or social problems as defined by the UN, including, but not limited to climate change mitigation, promotion of circular economy solutions, affordable healthcare and education, and the protection and restoration of biodiversity. The construction of the universe is driven by positive inclusion, rather than exclusion. That is to say, through the 6 thematic lenses, the Investment Manager builds a universe through adherence to the the intensity of impact (IMAP) system and positive Environmental, Social and Governance (ESG) credentials. The Investment Manager performs a negative screening, based on the exclusion list and ESG profile to filter the investment universe. Impact and ESG credentials are fully integrated into decision making regarding the purchase, sale and position-sizing of underlying holdings. The IMAP score in combination with ESG and financial analysis will determine the size of the positions in the portfolio. The investment process draws from the collaboration of the Investment Manager (Union Bancaire Privée, UBP SA) with Cambridge Institute for Sustainability Leadership ("CISL"). CISL is not involved in the stock selection of this Fund. The ESG analysis covers at least 90% of the Fund's portfolio. A performance fee in reference to the MSCI AC World Net Return Index (USD) (the "Benchmark") is applied to some share classes. The Benchmark is representative of the investment universe and of the risk profile of the Fund. The Investment Manager has significant discretion to deviate from the Benchmark's constituents in respect to countries, sectors, issuers and instruments, especially in view of the fact that the Benchmark is a standard reference used to frame the Fund's universe but is not aligned with the environmental and/or social characteristics promoted by the Fund. (Source: KIID, as at December 2025) SDR Labelling:Not eligible to use label (out of scope) |
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