UBS Life Global Equity Sustainable Transition Fund

SRI Style:

Sustainability Tilt

SDR Labelling:

-

Product:

Life

Fund Region:

Global

Fund Asset Type:

Equity

Launch Date:

31/08/2022

Last Amended:

Dialshifter ():

Fund/Portfolio Size:

£m

ISIN:

GB00BLR73T09, GB00BLR73Q77

Primary fund last amended:


Information directly from fund manager.

Sustainable, Responsible &/or ESG Policy:

Rules based Global Equities for exempt approved UK pension funds

The fund seeks to deliver returns broadly in line with the global developed equity markets (as measured by the Benchmark). The Fund also aims to have a better exposure, relative to the Benchmark at rebalance, to metrics that measure: (i) the expected contribution of companies towards climate change, (ii) overall ESG scores, and (iii) alignment with specific United Nations Sustainable Development Goals (SDGs). In addition, the Fund aims to align with specific guidelines set by the EU Climate Benchmark regulation for Climate Transition Benchmarks (CTB).

The Fund invests in constituents of the FTSE Developed Hedged to GBP Net Tax (UKPN) Index, tilting company exposures based on a range of climate, sustainable and risk criteria.

(Source: Factsheet, as at January 2026)

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

UBS Life Global Equity Sustainable Transition Fund

Sustainability Tilt - Life Global Equity 31/08/2022

ISIN: GB00BLR73T09, GB00BLR73Q77

Information received directly from Fund Manager

Please select what you would like to read:

Sustainable, Responsible &/or ESG Policy:

Rules based Global Equities for exempt approved UK pension funds

The fund seeks to deliver returns broadly in line with the global developed equity markets (as measured by the Benchmark). The Fund also aims to have a better exposure, relative to the Benchmark at rebalance, to metrics that measure: (i) the expected contribution of companies towards climate change, (ii) overall ESG scores, and (iii) alignment with specific United Nations Sustainable Development Goals (SDGs). In addition, the Fund aims to align with specific guidelines set by the EU Climate Benchmark regulation for Climate Transition Benchmarks (CTB).

The Fund invests in constituents of the FTSE Developed Hedged to GBP Net Tax (UKPN) Index, tilting company exposures based on a range of climate, sustainable and risk criteria.

(Source: Factsheet, as at January 2026)