UI I - Montrusco Bolton Global Equity Fund - Anteilklasse EUR SI A/  LU2722880973  /

The sub-fund is actively managed. The fundamental investment objective of the sub-fund is to achieve long-term growth of capital through the investment of its assets mainly in the equity markets around the world and considering ESG criteria. The sub-fund´s investment strategy has ESG factors embedded into each step of the investment process (e.g. screening, fundamental analysis, monitoring and sell decision), except valuation. The sub-fund invests in companies that meet a certain internal sustainability score as it relates to excellent environmental, social and corporate governance. The investment manager excludes from the investible universe companies that generate more than 5% of their revenue from the production and distribution of adult entertainment and gambling, mining, nuclear energy, tobacco and alcohol, weapons and/or their essential components. To support the investment manager's in-house methodology, the investment manager relies on Morningstar Direct and Sustainalytics to independently assess the portfolio characteristics versus the benchmark's. The investment manager also access Bloomberg, CDP and ISS scope. Every company considered for investment must pass the Morningstar Product Involvement Screen to show that the business is not involved or less than 5% of revenue is generated from our excluded activities. The sub-fund invests in companies that demonstrate good corporate governance practices.

The sub-fund is actively managed. The fundamental investment objective of the sub-fund is to achieve long-term growth of capital through the investment of its assets mainly in the equity markets around the world and considering ESG criteria. The sub-fund´s investment strategy has ESG factors embedded into each step of the investment process (e.g. screening, fundamental analysis, monitoring and sell decision), except valuation.