UBS (Lux) Equity SICAV - Climate Action (USD), Anteilsklasse Q-acc, USD
LU2533006636
UBS (Lux) Equity SICAV - Climate Action (USD), Anteilsklasse Q-acc, USD/ LU2533006636 /
NAV13.11.2024 |
Zm.-0,9500 |
Typ dystrybucji dochodów |
Kategoria |
Firma inwestycyjna |
119,0600USD |
-0,79% |
z reinwestycją |
Akcje
Światowy
|
UBS AM S.A. (EU) ▶ |
Strategia inwestycyjna
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.
Cel inwestycyjny
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.
Dane podstawowe
Typ dystrybucji dochodów: |
z reinwestycją |
Kategoria funduszy: |
Akcje |
Region: |
Światowy |
Branża: |
Różne sektory |
Benchmark: |
MSCI AC World (net div. reinvested) |
Początek roku obrachunkowego: |
01.06 |
Last Distribution: |
- |
Bank depozytariusz: |
UBS Europe SE, Luxembourg Branch |
Kraj pochodzenia funduszu: |
Luxemburg |
Zezwolenie na dystrybucję: |
Austria, Niemcy, Szwajcaria, Luxemburg |
Zarządzający funduszem: |
Ellis Eckland, Adam Gustafsson, Florian Töpfl |
Aktywa: |
3,13 mln
USD
|
Data startu: |
06.12.2022 |
Koncentracja inwestycyjna: |
- |
Warunki
Opłata za nabycie: |
5,00% |
Max. Administration Fee: |
0,72% |
Minimalna inwestycja: |
- USD |
Opłaty depozytowe: |
- |
Opłata za odkupienie: |
0,00% |
Uproszczony prospekt: |
- |
Firma inwestycyjna
TFI: |
UBS AM S.A. (EU) |
Adres: |
33A avenue J.F. Kennedy, 1855, Luxembourg |
Kraj: |
Luxemburg |
Internet: |
www.ubs.com
|
Aktywa
Akcje |
|
97,26% |
Gotówka |
|
2,43% |
Inne |
|
0,31% |
Kraje
Brazylia |
|
21,93% |
Wielka Brytania |
|
18,26% |
Kanada |
|
11,63% |
Norwegia |
|
9,93% |
Jersey |
|
8,03% |
USA |
|
7,00% |
Luxemburg |
|
5,29% |
Niemcy |
|
5,26% |
Hong Kong, Chiny |
|
4,12% |
Gotówka |
|
2,43% |
Szwecja |
|
2,11% |
Holandia |
|
1,81% |
Chile |
|
1,47% |
Meksyk |
|
0,43% |
Inne |
|
0,30% |
Branże
Towary |
|
62,56% |
Dobra konsumpcyjne |
|
12,60% |
Przemysł |
|
11,44% |
Dostawcy |
|
8,47% |
Pieniądze |
|
2,43% |
Energia |
|
2,18% |
Inne |
|
0,32% |