UBS Global Equity Climate Transition Fund K AccRegister to Unlock Ratings |
| Performance History | 31/07/2022 |
| Growth of 1,000 (GBP) | Advanced Graph |
 | Fund | - | - | - | - | - |
| +/-Cat | - | - | - | - | - |
| +/-B’mrk | - | - | - | - | - |
| Category: Sector Equity Ecology | ||||||
| Category Benchmark: MSCI ACWI NR USD | ||||||
| Key Stats | ||
| NAV 09/08/2022 | GBP 1050.24 | |
| Day Change | -0.29% | |
| Morningstar Category™ | Sector Equity Ecology | |
| IA (formerly IMA) Sector | - | |
| ISIN | GB00BNLXP253 | |
| Fund Size (Mil) 08/08/2022 | GBP 771.37 | |
| Share Class Size (Mil) 08/08/2022 | GBP 771.37 | |
| Max Initial Charge | - | |
| Ongoing Charge 31/03/2022 | 0.04% | |
| Investment Objective: UBS Global Equity Climate Transition Fund K Acc |
| The Fund aims to grow the value of your investment, through a combination of capital and income, over the medium to long term (3 to 5 years). The Fund also aims to have a better exposure, relative to the MSCI World Index (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 also aims to have a weighted average carbon intensity that is at least 30% lower than the Benchmark at rebalance. In constructing and managing the portfolio, the Investment Manager follows a rules-based “climate aware” investment approach, taking into account both quantitative and qualitative criteria. These criteria are based on proprietary and/or external data sources. The Fund invests at least 80% in equities of companies anywhere in the world. |
| Returns | |||||||||||||
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| Management | ||
Manager Name Start Date | ||
Stuart Newman 24/02/2022 | ||
Inception Date 24/02/2022 | ||
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| Category Benchmark | |
| Fund Benchmark | Morningstar Benchmark |
| MSCI Wld NR GBP | MSCI ACWI NR USD |
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| Portfolio Profile for UBS Global Equity Climate Transition Fund K Acc | 31/07/2022 |
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| Top 5 Holdings | Sector | % |
 Apple Inc |  Technology | 4.93 |
| Microsoft Corp | Technology | 4.28 |
| Amazon.com Inc |  Consumer Cyclical | 1.82 |
| Tesla Inc | Consumer Cyclical | 1.56 |
| Alphabet Inc Class A |  Communication Services | 1.44 |
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Increase  Decrease  New since last portfolio | ||
| UBS Global Equity Climate Transition Fund K Acc | ||
