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Fund Name(s):
  • UBS Life Climate Aware World Equity
Fund Name SRI Style Product Region Asset Type Launch Date
UBS Life Climate Aware World Equity Sustainability Tilt Life Global Passive Equity 09/02/2017

As at: 31/12/23

Overview

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Fund information

Policy

Requested information from fund manager - awaiting update (August 2020)

 

Fund Objective

The Fund aims to deliver returns broadly in line with the FTSE Developed Index and will increase or decrease exposures to constituents of the index based on their expected contributions towards climate change.

The Fund invests in constituents of the FTSE Developed Index, tilting company exposures based on climate change aspects.

 

The fund provides access to a cost-efficient portfolio of global equity that aims to provide the return of the FTSE Developed index while exhibiting a lower-than-benchmark carbon footprint. The proprietary investment strategy is aligned to forward-looking carbon intensity reduction targets with a focus on companies performing in line with the globally agreed climate change goals (beyond 2°C scenario temperature increase). The seasoned portfolio management team is complemented by the full breadth of UBS's global resources in sustainable investing, independent risk management, operations and research.

(Source: UBS website, as at February 2024)

 

Process

Resources, Affiliations & Corporate Strategies

Literature

Last amended: 08/02/24 12:00

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05/07/2024