UBS (Lux) Equity SICAV - Climate Action (USD), Anteilsklasse Q-acc, USD
LU2533006636
UBS (Lux) Equity SICAV - Climate Action (USD), Anteilsklasse Q-acc, USD/ LU2533006636 /
NAV21/06/2024 |
Chg.-0.5100 |
Type de rendement |
Focus sur l'investissement |
Société de fonds |
119.7700USD |
-0.42% |
reinvestment |
Equity
Worldwide
|
UBS Fund M. (LU) ▶ |
Stratégie d'investissement
This fund's objective is sustainable investments and it is categorized in accordance with Article 8 of Regulation (EU) 2019/2088 on sustainability-related disclosure requirements in the financial services sector. This actively managed fund aims at capital growth as well as a positive contribution to an environmental goal by investing in attractively valued companies in emissions-intensive sectors and actively working with these companies to accelerate their decarbonization. UBS Asset Management will work with these companies to accelerate climate work to achieve positive a climate impact whilst generating financial returns.
The fund uses the MSCI AC World (net div. reinvested) benchmark for performance assessment and risk management. The benchmark is a broad-based market index which does not value or include constituents based on environmental features and is therefore not intended to be consistent with the sub-fund's sustainable investment objective. The Fund uses the MSCI AC World (net div. reinvested) benchmark for performance assessment and risk management purposes. The benchmark is a broad-based market index which does not value or include constituents based on environmental characteristics and is therefore not intended to be consistent with the sub-fund's sustainable investment objective. The fund's returns are primarily dependent on equity markets performance, currency fluctuations and dividend distributions.
Objectif d'investissement
This fund's objective is sustainable investments and it is categorized in accordance with Article 8 of Regulation (EU) 2019/2088 on sustainability-related disclosure requirements in the financial services sector. This actively managed fund aims at capital growth as well as a positive contribution to an environmental goal by investing in attractively valued companies in emissions-intensive sectors and actively working with these companies to accelerate their decarbonization. UBS Asset Management will work with these companies to accelerate climate work to achieve positive a climate impact whilst generating financial returns.
Opérations
Type de rendement: |
reinvestment |
Fonds Catégorie: |
Equity |
Région de placement: |
Worldwide |
Branche: |
Mixed Sectors |
Benchmark: |
MSCI AC World (net div. reinvested) |
Début de l'exercice: |
01/06 |
Dernière distribution: |
- |
Banque dépositaire: |
UBS Europe SE, Luxembourg Branch |
Domicile: |
Luxembourg |
Permission de distribution: |
Austria, Germany, Switzerland, Luxembourg |
Gestionnaire du fonds: |
- |
Actif net: |
3.09 Mio.
USD
|
Date de lancement: |
06/12/2022 |
Focus de l'investissement: |
- |
Conditions
Surtaxe d'émission: |
5.00% |
Frais d'administration max.: |
0.72% |
Investissement minimum: |
- USD |
Deposit fees: |
- |
Frais de rachat: |
0.00% |
Prospectus simplifié: |
- |
Société de fonds
Société de fonds: |
UBS Fund M. (LU) |
Adresse: |
33A avenue J.F. Kennedy, 1855, Luxembourg |
Pays: |
Luxembourg |
Internet: |
www.ubs.com
|
Actifs
Stocks |
|
98.58% |
Cash |
|
0.63% |
Autres |
|
0.79% |
Pays
United Kingdom |
|
21.06% |
Brazil |
|
13.50% |
Norway |
|
12.69% |
Canada |
|
10.54% |
Jersey |
|
7.56% |
Hong Kong, SAR of China |
|
6.27% |
Germany |
|
5.92% |
United States of America |
|
4.83% |
Luxembourg |
|
4.08% |
France |
|
3.84% |
Netherlands |
|
3.67% |
Sweden |
|
2.43% |
Chile |
|
1.91% |
Cash |
|
0.63% |
Switzerland |
|
0.29% |
Autres |
|
0.78% |
Branches
Commodities |
|
57.83% |
Industry |
|
15.70% |
Consumer goods |
|
13.50% |
Utilities |
|
10.07% |
Energy |
|
1.49% |
Cash |
|
0.63% |
Autres |
|
0.78% |