UBS (Lux) Equity Fund - Global Sustainable Fund
SRI Style:
ESG Plus
SDR Labelling:
Not eligible to use label (out of scope)
Product:
SICAV/Overseas
Fund Region:
Global
Fund Asset Type:
Equity
Launch Date:
13/06/1997
Last Amended:
Oct 2024
Dialshifter (
):
Fund/Portfolio Size:
£758.16m
(as at: 30/11/2025)
Total Screened Themed SRI Assets:
£168400.00m
(as at: 31/03/2024)
Total Responsible Ownership Assets:
£326400.00m
(as at: 31/03/2024)
Total Assets Under Management:
£1011000.00m
(as at: 31/03/2024)
ISIN:
LU1043178554, LU2562654272, LU2000521885, LU2562654199, LU0401299366, LU0401296933, LU1902337663, LU2562654355, LU1807254583, LU2562653977, LU0401295539, LU2035667513, LU2059871348, LU2212341031, LU1363474898, LU0076532638, LU1240780160, LU2038037458
Sustainable, Responsible
&/or ESG Overview:
No response when requested update from fund manager
UBS Asset Management categorizes this sub-fund as a Sustainability Focus Fund. This sub-fund promotes environmental and/or social characteristics and complies with Article 8 of Regulation (EU) 2019/2088 on sustainability-related disclosures in the financial services sector (“SFDR”).
The Global Sustainable Equity strategy seeks to outperform the MSCI World Index by 200 – 300 basis points per annum, gross of fees, over a full market cycle (typically 3 – 5 years).
The Global Sustainable Equity strategy maintains a better sustainability profile than the benchmark (MSCI World Index), measured using the weighted average UBS Blended ESG Score. We look for companies that we believe are attractively valued and that integrate financially material sustainability practices in the business model to build a competitive advantage. We believe that the ability to reduce material costs, ensure environmental integrity, attract talented employees, supervise the supply chain and good governance can help companies succeed strategically and financially over the long-term.
Primary fund last amended:
Oct 2024
Information directly from fund manager.
Fund Filters
Sustainability - General
Has policies that consider (environmental and social) sustainability issues. Strategies vary but are likely to consider environmental issues like climate change, carbon emissions, biodiversity loss, resource management, environmental impacts; and social issues like equal opportunities, human rights, labour standards, diversity and adherence to internationally recognised codes. See individual entry information.
Has a significant focus on sustainability issues
Aim to encourage higher sustainability standards through responsible ownership / stewardship / engagement / voting activity
Use the UN Global Compact to inform or help direct where they can or cannot invest. Will typically not invest in companies with significant breaches (low standards) - strategies vary. (The UNGC covers a wide range of issues - search 'UNGC'). See https://unglobalcompact.org/
Environmental - General
Has policies which relate to environmental issues. These will typically set out their stance on issues such as pollution, climate change, resource management, biodiversity loss, carbon emissions, plastics and/or additional environmental impacts. Strategies vary.
Options that limit or 'reduce' their exposure to carbon intensive industries (ie sectors which are major contributors to climate change). Strategies vary.
Aims to invest in companies with strong or market leading environmental policies and practices. Strategies vary. See individual entry information for more detail.
Climate Change & Energy
Avoid investment in major coal, oil and/or gas (extraction) companies. Strategies vary.
Avoid companies involved in fracking and tar sands - which are widely regarded as controversial methods of oil and gas extraction. Strategies vary.
Encourage the transition to lower carbon activities through asset selection and / or responsible ownership activity.
Invest in renewable energy companies and / or companies where renewable energy is a significant part of their business. Strategies vary.
Has a policy which describes the avoidance or limited investment in the nuclear industry. Strategies vary.
Social / Employment
Has policies which set out their approach to social issues (e.g. human rights, labour standards, equal opportunities, child labour and/or adherence to internationally recognised codes such as the UN Global Compact). Strategies with social policies typically avoid companies with low standards and/or work to encourage higher standards. See fund information for detail.
Aims to invest in assets with high social values - this may include strong human rights, labour standards and equal opportunities or safety related practices.
Ethical Values Led Exclusions
Companies are excluded if they make more than 5% of their revenue from the manufacture, sale or distribution of tobacco products including cigarettes, vaping, e-cigarettes, chewing tobacco and cigars.
Avoids companies that manufacture weapons intended specifically for military use. Strategies vary - may or may not include non-strategic military products.
Has a written civilian firearms exclusion policy - meaning that they will not invest in companies that make (or perhaps also sell) handguns made for non-military users.
Avoids companies that produce alcohol. Strategies vary; some may allow a small proportion of revenue to come from this area.
Avoids companies with significant involvement in the gambling industry. Some may allow a small proportion of revenues to come from this area.
Avoids companies that derive significant income from pornography and related areas. Strategies vary.
Banking & Financials
Can include banks as part of their holdings / portfolio.
May invest in insurance companies.
Governance & Management
Has policies that relate to corporate governance issues such as board structure, executive remuneration, bribery and/or corporate corruption. These funds will typically avoid companies with poor practices. Strategies vary.
Avoids investing in companies with poor governance practices.(e.g. board structure, management practices etc.) Views may however vary on what counts as 'poor' practices - and funds may not immediately divest as they may prefer to work to encourage higher standards.
Exclude companies that are subject to United Nations sanctions. See eg https://main.un.org/securitycouncil/en/content/un-sc-consolidated-list
Has policies explaining how managers will respond to assets / companies that do not comply with relevant anti-bribery and anti-corruption standards or laws. Strategies vary; options include stewardship/ engagement and divestment - or a combination.
Encourage the companies they invest in to have more diverse board structures (e.g. more women on boards)
Aim to encourage higher ESG standards through responsible ownership / stewardship / engagement /voting activity
Product / Service Governance
Find fund / asset managers that factor in 'environmental, social and governance' issues as part of their investment decision making process. A focus on 'ESG' typically means a fund is carrying out additional research to help reduce ESG related risks. It does not necessarily mean a focus on sustainability. Strategies vary. See fund literature.
Asset Size
Invests in a combination of small, medium and larger (potentially multinational) companies / assets.
How The Fund/Portfolio Works
Focuses on finding and investing in companies with positive / beneficial attributes. This strategy can be applied in addition to exclusion criteria and engagement/stewardship activity.
Has principle 'ethical approach' to avoid companies by using negative screening criteria. Strategies vary.
Aims to avoid companies that do significant harm. This originates from the EU’s sustainable finance ‘DNSH’ (do no significant harm) work, which is not necessarily used by UK investors.
Investment selection process uses internationally agreed 'norms' (e.g. United Nations Global Compact - UNGC - or the UN Sustainable Development Goals - SDGs) alongside additional SRI criteria such as positive or negative stock selection policies and/or stewardship strategies.
Invests in assets which have an ESG strategy (which is typically focused on avoiding companies that pose environmental, social or governance related risks) together with additional criteria such as positive and/or negative screens, themes and stewardship strategies.
Considers both the 'positive' and 'negative' aspects of company behaviour and makes balanced, considered decisions as part of their investment approach. May apply to a range of different issues and policy areas.
Uses internationally agreed standards, conventions and 'norms' to help direct investment decisions (e.g. the UN Global Compact, UN Sustainable Development Goals).
Focuses on the careful management of environmental, social and governance (ESG) related risks - typically by avoiding or being underweight in companies seen as posing major risks in these areas (i.e. not necessarily by using themes, exclusions etc).
Publish explanations of their ethical, social and/or environmental policies online (i.e. investment decision making strategies/ buy/sell &/or asset management strategies).
Intended Clients & Product Options
Designed to meet the needs of individual investors with an interest in sustainability issues.
Labels & Accreditations
Find options classified under Article 8 of the EU’s SFDR (Sustainable Finance Disclosure Requirements). Article 8 of the SFDR is a set of requirements that apply to financial products that 'promote' environmental or social characteristics together with high governance. These rules do not currently apply to UK products so many managers may leave this field blank.
Sustainable, Responsible &/or ESG Policy:
ESG Integration:
ESG Integration is driven by taking into account material ESG risks as part of the research process. ESG integration enables the Portfolio Manager to identify financially relevant sustainability factors that impact investment decisions and to incorporate ESG considerations when implementing investment decisions, and allows ESG risks to be systematically monitored and compared to risk appetite and constraints. It also assists in portfolio construction through securities selection, investment conviction and portfolio weightings.
- For corporate issuers, this process utilizes an internal UBS ESG material issues framework which identifies the financially relevant factors per sector that can impact investment decisions. This orientation toward financial materiality ensures that analysts focus on sustainability factors that can impact the financial performance of the company and therefore investment returns. ESG integration can also identify opportunities for engagement to improve the company’s ESG risk profile and thereby mitigate the potential negative impact of ESG issues on the company’s financial performance. The Portfolio Manager employs an internal UBS ESG risk dashboard that combines multiple internal and external ESG data sources in order to identify companies with material ESG risks. An actionable risk signal highlights ESG risks to the Portfolio Manager for incorporation in their investment decision making process.
- For non-corporate issuers, the Portfolio Manager applies a qualitative or quantitative ESG risk assessment that integrates data on material ESG factors.
The analysis of material sustainability/ESG considerations can include many different aspects, including the following: the carbon footprint, health and well-being, human rights, supply chain management, fair customer treatment and governance.
Fund specific exclusions:
The sub-fund excludes companies with a sustainability profile that indicates a high or severe ESG risk.
Sustainability Exclusion Policy:
The Sustainability Exclusion Policy of the Portfolio Manager outlines the exclusions applied to the investment universe of the financial product. The link to the Sustainability Exclusion Policy can be found in the section headed “Sustainability Exclusion Policy” in the main body of the Sales Prospectus.
Process:
This sub-fund is an equity fund that invests at least two-thirds of its assets, according to the principle of risk diversification, in shares or equity-type instruments of leading companies (normally large caps, but also smaller caps).
The sub-fund uses the benchmark MSCI World (net dividend reinvested) in order to monitor performance and the ESG profile of the portfolio, as well as for ESG and investment risk management and portfolio construction purposes. The benchmark is not designed to promote ESG characteristics. The Portfolio Manager may use discretion when constructing the portfolio and is not tied to the benchmark in terms of investment selection or weight. This means that the investment performance of the sub-fund may differ from the benchmark. As the sub-fund invests in multiple currencies due to its global orientation, the investment portfolio or parts of it may be subject to currency fluctuation risks.
Investment Universe
The Global Sustainable Equity strategy seeks to access the full range of sustainable investment opportunities across large, mid and small capitalization stocks. While the strategy is benchmark-aware, sizing of positions is dependent on relative opportunity, which means that the largest positions in the portfolio are the highest conviction ideas regardless of market capitalization. The full market cap universe allows investors to potentially benefit from broad diversification, strong fundamental analysis and valuation, with an unconstrained approach to best ideas portfolio construction.
Investment Process
Our investment process combines our valuation discipline and bottom-up fundamental research with rigorous sustainability analysis. We look for companies that we think are attractively valued and that integrate sustainability factors into their business model to build a competitive advantage. Through this process, we aim to identify our best investment ideas across sectors and geographies from a stock-specific standpoint. This component of the process provides strong traditional valuation support to our stock selection strategy, which we combine with our own forward-looking sustainability assessment, using our proprietary ESG methodology and risk dashboard. The investment process for the Global Sustainable Equity strategy is driven by a combination of fundamental, ESG (Environmental, Social and Governance) and thematic factors.
We integrate these inputs into a "best ideas" portfolio of securities (65-90 stocks) selected because we believe they are attractively valued and typically have a strong sustainability profile. Also, we actively look for companies that can benefit from secular themes, such as energy and water conservation, health care, demographics and other long-term trends. The team draws upon its members' extensive years of experience and the firm's proprietary risk management and portfolio construction tools.
Dialshifter
This fund is helping to ‘shift the dial from brown to green’ by…
The objective of Global Sustainable Equity is for the majority of value add to come from security selection and the ability to successfully identify sustainable, attractively valued companies. As a result, the portfolio strives to maintain a better sustainability profile than the benchmark, as measured by the weighted average UBS Blended ESG score. The portfolio also aims to have a lower weighted average carbon intensity (WACI) than the MSCI World index. These characteristics are monitored and assessed at the portfolio level to ensure that ESG factors are considered throughout the investment process.
Our organisation is helping to support the Paris Climate Agreement and the Race to Net Zero by…
UBS AM is committed to helping our clients achieve their decarbonization goals and to supporting the work of governments around the world in their transition to a low-carbon economy in alignment with the objectives of the Paris Agreement.
We are a founding signatory of the Net Zero Asset Managers initiative and have a group-wide ambition to achieve net zero greenhouse gas emissions across scope 1 and 2, and specified scope 3 activities by 2050. In 2023, we made progress toward delivering our 2030 target of aligning 20% of our total AuM with net zero, using science-based portfolio alignment approaches.
SDR Labelling:
Not eligible to use label (out of scope)
| Fund Name | SRI Style | SDR Labelling | Product | Region | Asset Type | Launch Date | Last Amended |
|
|---|---|---|---|---|---|---|---|---|
UBS (Lux) Equity Fund - Global Sustainable Fund |
ESG Plus | Not eligible to use label (out of scope) | SICAV/Overseas | Global | Equity | 13/06/1997 | Oct 2024 | |
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Fund/Portfolio Size: £758.16m (as at: 30/11/2025) Total Screened Themed SRI Assets: £168400.00m (as at: 31/03/2024) Total Responsible Ownership Assets: £326400.00m (as at: 31/03/2024) Total Assets Under Management: £1011000.00m (as at: 31/03/2024) ISIN: LU1043178554, LU2562654272, LU2000521885, LU2562654199, LU0401299366, LU0401296933, LU1902337663, LU2562654355, LU1807254583, LU2562653977, LU0401295539, LU2035667513, LU2059871348, LU2212341031, LU1363474898, LU0076532638, LU1240780160, LU2038037458 |
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Sustainable, Responsible &/or ESG OverviewNo response when requested update from fund manager
UBS Asset Management categorizes this sub-fund as a Sustainability Focus Fund. This sub-fund promotes environmental and/or social characteristics and complies with Article 8 of Regulation (EU) 2019/2088 on sustainability-related disclosures in the financial services sector (“SFDR”). The Global Sustainable Equity strategy seeks to outperform the MSCI World Index by 200 – 300 basis points per annum, gross of fees, over a full market cycle (typically 3 – 5 years). The Global Sustainable Equity strategy maintains a better sustainability profile than the benchmark (MSCI World Index), measured using the weighted average UBS Blended ESG Score. We look for companies that we believe are attractively valued and that integrate financially material sustainability practices in the business model to build a competitive advantage. We believe that the ability to reduce material costs, ensure environmental integrity, attract talented employees, supervise the supply chain and good governance can help companies succeed strategically and financially over the long-term. |
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Primary fund last amended: Oct 2024 |
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Information received directly from Fund Manager |
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Fund FiltersSustainability - General
Sustainability policy
Has policies that consider (environmental and social) sustainability issues. Strategies vary but are likely to consider environmental issues like climate change, carbon emissions, biodiversity loss, resource management, environmental impacts; and social issues like equal opportunities, human rights, labour standards, diversity and adherence to internationally recognised codes. See individual entry information.
Sustainability focus
Has a significant focus on sustainability issues
Encourage more sustainable practices through stewardship
Aim to encourage higher sustainability standards through responsible ownership / stewardship / engagement / voting activity
UN Global Compact linked exclusion policy
Use the UN Global Compact to inform or help direct where they can or cannot invest. Will typically not invest in companies with significant breaches (low standards) - strategies vary. (The UNGC covers a wide range of issues - search 'UNGC'). See https://unglobalcompact.org/ Environmental - General
Environmental policy
Has policies which relate to environmental issues. These will typically set out their stance on issues such as pollution, climate change, resource management, biodiversity loss, carbon emissions, plastics and/or additional environmental impacts. Strategies vary.
Limits exposure to carbon intensive industries
Options that limit or 'reduce' their exposure to carbon intensive industries (ie sectors which are major contributors to climate change). Strategies vary.
Favours cleaner, greener companies
Aims to invest in companies with strong or market leading environmental policies and practices. Strategies vary. See individual entry information for more detail. Climate Change & Energy
Coal, oil & / or gas majors excluded
Avoid investment in major coal, oil and/or gas (extraction) companies. Strategies vary.
Fracking & tar sands excluded
Avoid companies involved in fracking and tar sands - which are widely regarded as controversial methods of oil and gas extraction. Strategies vary.
Encourage transition to low carbon through stewardship activity
Encourage the transition to lower carbon activities through asset selection and / or responsible ownership activity.
Invests in clean energy / renewables
Invest in renewable energy companies and / or companies where renewable energy is a significant part of their business. Strategies vary.
Nuclear exclusion policy
Has a policy which describes the avoidance or limited investment in the nuclear industry. Strategies vary. Social / Employment
Social policy
Has policies which set out their approach to social issues (e.g. human rights, labour standards, equal opportunities, child labour and/or adherence to internationally recognised codes such as the UN Global Compact). Strategies with social policies typically avoid companies with low standards and/or work to encourage higher standards. See fund information for detail.
Favours companies with strong social policies
Aims to invest in assets with high social values - this may include strong human rights, labour standards and equal opportunities or safety related practices. Ethical Values Led Exclusions
Tobacco & related products - avoid where revenue > 5%
Companies are excluded if they make more than 5% of their revenue from the manufacture, sale or distribution of tobacco products including cigarettes, vaping, e-cigarettes, chewing tobacco and cigars.
Armaments manufacturers avoided
Avoids companies that manufacture weapons intended specifically for military use. Strategies vary - may or may not include non-strategic military products.
Civilian firearms production exclusion
Has a written civilian firearms exclusion policy - meaning that they will not invest in companies that make (or perhaps also sell) handguns made for non-military users.
Alcohol production excluded
Avoids companies that produce alcohol. Strategies vary; some may allow a small proportion of revenue to come from this area.
Gambling avoidance policy
Avoids companies with significant involvement in the gambling industry. Some may allow a small proportion of revenues to come from this area.
Pornography avoidance policy
Avoids companies that derive significant income from pornography and related areas. Strategies vary. Banking & Financials
Invests in banks
Can include banks as part of their holdings / portfolio.
Invests in insurers
May invest in insurance companies. Governance & Management
Governance policy
Has policies that relate to corporate governance issues such as board structure, executive remuneration, bribery and/or corporate corruption. These funds will typically avoid companies with poor practices. Strategies vary.
Avoids companies with poor governance
Avoids investing in companies with poor governance practices.(e.g. board structure, management practices etc.) Views may however vary on what counts as 'poor' practices - and funds may not immediately divest as they may prefer to work to encourage higher standards.
UN sanctions exclusion
Exclude companies that are subject to United Nations sanctions. See eg https://main.un.org/securitycouncil/en/content/un-sc-consolidated-list
Anti-bribery & corruption policy
Has policies explaining how managers will respond to assets / companies that do not comply with relevant anti-bribery and anti-corruption standards or laws. Strategies vary; options include stewardship/ engagement and divestment - or a combination.
Encourage board diversity e.g. gender
Encourage the companies they invest in to have more diverse board structures (e.g. more women on boards)
Encourage higher ESG standards through stewardship activity
Aim to encourage higher ESG standards through responsible ownership / stewardship / engagement /voting activity Product / Service Governance
ESG integration strategy
Find fund / asset managers that factor in 'environmental, social and governance' issues as part of their investment decision making process. A focus on 'ESG' typically means a fund is carrying out additional research to help reduce ESG related risks. It does not necessarily mean a focus on sustainability. Strategies vary. See fund literature. Asset Size
Invests in small, mid & large cap companies / assets
Invests in a combination of small, medium and larger (potentially multinational) companies / assets. How The Fund/Portfolio Works
Positive selection bias
Focuses on finding and investing in companies with positive / beneficial attributes. This strategy can be applied in addition to exclusion criteria and engagement/stewardship activity.
Negative selection bias
Has principle 'ethical approach' to avoid companies by using negative screening criteria. Strategies vary.
Significant harm exclusion
Aims to avoid companies that do significant harm. This originates from the EU’s sustainable finance ‘DNSH’ (do no significant harm) work, which is not necessarily used by UK investors.
Combines norms based exclusions with other SRI criteria
Investment selection process uses internationally agreed 'norms' (e.g. United Nations Global Compact - UNGC - or the UN Sustainable Development Goals - SDGs) alongside additional SRI criteria such as positive or negative stock selection policies and/or stewardship strategies.
Combines ESG strategy with other SRI criteria
Invests in assets which have an ESG strategy (which is typically focused on avoiding companies that pose environmental, social or governance related risks) together with additional criteria such as positive and/or negative screens, themes and stewardship strategies.
Balances company 'pros and cons' / best in sector
Considers both the 'positive' and 'negative' aspects of company behaviour and makes balanced, considered decisions as part of their investment approach. May apply to a range of different issues and policy areas.
Norms focus
Uses internationally agreed standards, conventions and 'norms' to help direct investment decisions (e.g. the UN Global Compact, UN Sustainable Development Goals).
ESG risk mitigation focus
Focuses on the careful management of environmental, social and governance (ESG) related risks - typically by avoiding or being underweight in companies seen as posing major risks in these areas (i.e. not necessarily by using themes, exclusions etc).
SRI / ESG / Ethical policies explained on website
Publish explanations of their ethical, social and/or environmental policies online (i.e. investment decision making strategies/ buy/sell &/or asset management strategies). Intended Clients & Product Options
Intended for clients interested in sustainability
Designed to meet the needs of individual investors with an interest in sustainability issues. Labels & Accreditations
SFDR Article 8 fund / product (EU)
Find options classified under Article 8 of the EU’s SFDR (Sustainable Finance Disclosure Requirements). Article 8 of the SFDR is a set of requirements that apply to financial products that 'promote' environmental or social characteristics together with high governance. These rules do not currently apply to UK products so many managers may leave this field blank. Sustainable, Responsible &/or ESG Policy:ESG Integration: ESG Integration is driven by taking into account material ESG risks as part of the research process. ESG integration enables the Portfolio Manager to identify financially relevant sustainability factors that impact investment decisions and to incorporate ESG considerations when implementing investment decisions, and allows ESG risks to be systematically monitored and compared to risk appetite and constraints. It also assists in portfolio construction through securities selection, investment conviction and portfolio weightings.
The analysis of material sustainability/ESG considerations can include many different aspects, including the following: the carbon footprint, health and well-being, human rights, supply chain management, fair customer treatment and governance. Fund specific exclusions: The sub-fund excludes companies with a sustainability profile that indicates a high or severe ESG risk. Sustainability Exclusion Policy: The Sustainability Exclusion Policy of the Portfolio Manager outlines the exclusions applied to the investment universe of the financial product. The link to the Sustainability Exclusion Policy can be found in the section headed “Sustainability Exclusion Policy” in the main body of the Sales Prospectus. Process:This sub-fund is an equity fund that invests at least two-thirds of its assets, according to the principle of risk diversification, in shares or equity-type instruments of leading companies (normally large caps, but also smaller caps). The sub-fund uses the benchmark MSCI World (net dividend reinvested) in order to monitor performance and the ESG profile of the portfolio, as well as for ESG and investment risk management and portfolio construction purposes. The benchmark is not designed to promote ESG characteristics. The Portfolio Manager may use discretion when constructing the portfolio and is not tied to the benchmark in terms of investment selection or weight. This means that the investment performance of the sub-fund may differ from the benchmark. As the sub-fund invests in multiple currencies due to its global orientation, the investment portfolio or parts of it may be subject to currency fluctuation risks. Investment Universe The Global Sustainable Equity strategy seeks to access the full range of sustainable investment opportunities across large, mid and small capitalization stocks. While the strategy is benchmark-aware, sizing of positions is dependent on relative opportunity, which means that the largest positions in the portfolio are the highest conviction ideas regardless of market capitalization. The full market cap universe allows investors to potentially benefit from broad diversification, strong fundamental analysis and valuation, with an unconstrained approach to best ideas portfolio construction. Investment Process Our investment process combines our valuation discipline and bottom-up fundamental research with rigorous sustainability analysis. We look for companies that we think are attractively valued and that integrate sustainability factors into their business model to build a competitive advantage. Through this process, we aim to identify our best investment ideas across sectors and geographies from a stock-specific standpoint. This component of the process provides strong traditional valuation support to our stock selection strategy, which we combine with our own forward-looking sustainability assessment, using our proprietary ESG methodology and risk dashboard. The investment process for the Global Sustainable Equity strategy is driven by a combination of fundamental, ESG (Environmental, Social and Governance) and thematic factors. We integrate these inputs into a "best ideas" portfolio of securities (65-90 stocks) selected because we believe they are attractively valued and typically have a strong sustainability profile. Also, we actively look for companies that can benefit from secular themes, such as energy and water conservation, health care, demographics and other long-term trends. The team draws upon its members' extensive years of experience and the firm's proprietary risk management and portfolio construction tools. Dialshifter (Fund)This fund is helping to ‘shift the dial from brown to green’ by… The objective of Global Sustainable Equity is for the majority of value add to come from security selection and the ability to successfully identify sustainable, attractively valued companies. As a result, the portfolio strives to maintain a better sustainability profile than the benchmark, as measured by the weighted average UBS Blended ESG score. The portfolio also aims to have a lower weighted average carbon intensity (WACI) than the MSCI World index. These characteristics are monitored and assessed at the portfolio level to ensure that ESG factors are considered throughout the investment process.
Our organisation is helping to support the Paris Climate Agreement and the Race to Net Zero by… UBS AM is committed to helping our clients achieve their decarbonization goals and to supporting the work of governments around the world in their transition to a low-carbon economy in alignment with the objectives of the Paris Agreement. We are a founding signatory of the Net Zero Asset Managers initiative and have a group-wide ambition to achieve net zero greenhouse gas emissions across scope 1 and 2, and specified scope 3 activities by 2050. In 2023, we made progress toward delivering our 2030 target of aligning 20% of our total AuM with net zero, using science-based portfolio alignment approaches. SDR Labelling:Not eligible to use label (out of scope) |
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