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UBS Global Emerging Markets Equity Climate Transition Fund

SRI Style:

Sustainability Tilt

SDR Labelling:

Unlabelled - promotes sustainable characteristics (has CFD)

Product:

OEIC

Fund Region:

Emerging Markets

Fund Asset Type:

Equity

Launch Date:

31/07/2023

Last Amended:

Dialshifter ():

Fund/Portfolio Size:

£219.92m

(as at: 30/11/2025)

ISIN:

GB00BN96GK10

Sustainable, Responsible
&/or ESG Overview:

No response when requested information from fund manager

Primary fund last amended:


Information directly from fund manager.

Sustainable, Responsible &/or ESG Policy:

Objectives and investment policy

This product does not have a UK sustainable investment label. Sustainable investment labels help investors find products that have a specific sustainability goal. This product does not meet the requirements for a UK sustainability label. The UBS Global Emerging Markets Equity Climate Transition Fund (the "Fund") aims to grow the value of your investment over the medium to long term (3 to 5 years).

The Fund also aims to have a better exposure, relative to the MSCI Emerging Markets Index (net dividend reinvested) (the “Benchmark”) at rebalance, to metrics that measure: (i) the expected contribution of companies towards climate change, (ii) overall environmental, social and governance (ESG) scores, and (iii) alignment with specific United Nations Sustainable Development Goals(SDGs). In addition, the Fund aims to align with the Investment Manager's net zero framework.

The Fund invests at least 80% in equities of companies in emerging markets. The Fund aims to be net zero aligned by managing its carbon intensity profile following a science-based net zero pathway.

Other information:
1) The Fund is actively managed with reference to the Benchmark but may have exposure to a broad representation of constituents of the Benchmark. This means that the investment performance of the Fund may differ from the Benchmark.
2) The Fund may use derivatives to a limited extent for efficient portfolio management.

The Fund is denominated in GBP (Sterling). As such, investors may be exposed to changes in the exchange rate between the underlying currency of the Fund's assets and GBP which may have a negative or positive impact on the returns. Recommendation: This Fund may not be appropriate for investors who plan to withdraw their money within 5 years of investment.
The return of the fund depends primarily on equity market development and their exchange rate fluctuations, as well as dividend payments.

(Source: KIID, as at Janaury 2026)

SDR Labelling:

Unlabelled - promotes sustainable characteristics (has CFD)

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Fund Name SRI Style SDR Labelling Product Region Asset Type Launch Date Last Amended

UBS Global Emerging Markets Equity Climate Transition Fund

 Sustainability Tilt Unlabelled - promotes sustainable characteristics (has CFD) OEIC Emerging Markets Equity 31/07/2023

Fund/Portfolio Size: £219.92m

(as at: 30/11/2025)

ISIN: GB00BN96GK10

Sustainable, Responsible &/or ESG Overview

No response when requested information from fund manager

Information received directly from Fund Manager
Please select what you would like to read:

Sustainable, Responsible &/or ESG Policy:

Objectives and investment policy

This product does not have a UK sustainable investment label. Sustainable investment labels help investors find products that have a specific sustainability goal. This product does not meet the requirements for a UK sustainability label. The UBS Global Emerging Markets Equity Climate Transition Fund (the "Fund") aims to grow the value of your investment over the medium to long term (3 to 5 years).

The Fund also aims to have a better exposure, relative to the MSCI Emerging Markets Index (net dividend reinvested) (the “Benchmark”) at rebalance, to metrics that measure: (i) the expected contribution of companies towards climate change, (ii) overall environmental, social and governance (ESG) scores, and (iii) alignment with specific United Nations Sustainable Development Goals(SDGs). In addition, the Fund aims to align with the Investment Manager's net zero framework.

The Fund invests at least 80% in equities of companies in emerging markets. The Fund aims to be net zero aligned by managing its carbon intensity profile following a science-based net zero pathway.

Other information:
1) The Fund is actively managed with reference to the Benchmark but may have exposure to a broad representation of constituents of the Benchmark. This means that the investment performance of the Fund may differ from the Benchmark.
2) The Fund may use derivatives to a limited extent for efficient portfolio management.

The Fund is denominated in GBP (Sterling). As such, investors may be exposed to changes in the exchange rate between the underlying currency of the Fund's assets and GBP which may have a negative or positive impact on the returns. Recommendation: This Fund may not be appropriate for investors who plan to withdraw their money within 5 years of investment.
The return of the fund depends primarily on equity market development and their exchange rate fluctuations, as well as dividend payments.

(Source: KIID, as at Janaury 2026)

SDR Labelling:

Unlabelled - promotes sustainable characteristics (has CFD)