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UBS (Lux) Equity Fund - Global Sustainable (USD) I-A1-acc

Legal StructureFCP
Inception Date12/10/2009
Fund Advisor(s)
UBS Asset Management (Americas) Inc
Fund ManagerBruno Bertocci
Manager Start Date13/12/1997
Bruno Bertocci is the Team Head of the Sustainable Investors team and is the lead Portfolio Manager of the Global Sustainable Equity Portfolio and the Global Sustainable Impact Equity Portfolio at UBS Asset Management. Prior to joining UBS Asset Management in 1998, Bruno managed the global equity investment group at Stein Roe & Farnham. Bruno began his career at T.Rowe Price Associates as a US equity analyst. Bruno represents UBS on committees such as the US SIF (Social Investment Forum) and the Metrics Committee for SASB (Sustainability Accounting Standards Board).
Fund ManagerJoseph Elegante
Manager Start Date27/11/2015
Career Start Year1994
Case Western Reserve University (Weatherhead), M.B.A.
Miami University, B.S.
Joe is Deputy head of Global and Sustainable Equities and a Senior Portfolio Manager on a range of Global strategies including Sustainable, Impact and Long Term Themes. Joe has over 20 years of portfolio management experience and is based in London. Before joining UBS-AM, Joe worked as a portfolio manager at RMB Capital Management where he managed several equity strategies including a multi-cap core, dividend growth and a small cap-focused special situations strategy for institutional and private clients.  Prior to joining RMB Capital, Joe worked for 12 years as a senior portfolio manager at Alliance Bernstein where he was a member of the Large Cap Growth Team. In this position he managed a $15 billion growth strategy, which included individual institutional accounts, a mutual fund, Luxembourg fund and assets on behalf of the private client division for Sanford Bernstein. His responsibilities included portfolio construction, fund governance, security selection and risk management. Joe is a CFA Charterholder, a member of the CFA Institute and the CFA Society of Chicago.
Fund ManagerAlix Foulonneau
Manager Start Date01/02/2017
In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)

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