UBS Global Equity Climate Transition Fund K Acc

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Performance History31/07/2022
Growth of 1,000 (GBP) Advanced Graph
UBS Global Equity Climate Transition Fund K Acc
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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
Trailing Returns (GBP)09/08/2022
YTD-
3 Years Annualised-
5 Years Annualised-
10 Years Annualised-
12 Month Yield -
Management
Manager Name
Start Date
Stuart Newman
24/02/2022
Inception Date
24/02/2022
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Category Benchmark
Fund BenchmarkMorningstar Benchmark
MSCI Wld NR GBPMSCI ACWI NR USD
Target Market
Role In Portfolio
Standalone / CoreNot Specific
ComponentNot Specific
OtherNot Specific
Primary Objective
PreservationNot Specific
GrowthYes
IncomeNot Specific
HedgingNot Specific
OtherNot Specific
Portfolio Profile for  UBS Global Equity Climate Transition Fund K Acc31/07/2022
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock99.690.0099.69
Bond0.000.000.00
Property0.000.000.00
Cash0.740.440.30
Other0.000.000.00
Top 5 Regions%
United States68.27
Eurozone8.91
Japan6.04
Europe - ex Euro5.13
United Kingdom4.39
Top 5 Sectors%
Technology22.43
Healthcare14.53
Financial Services14.17
Industrials11.10
Consumer Cyclical9.80
Top 5 HoldingsSector%
Apple IncTechnologyTechnology4.93
Microsoft CorpTechnologyTechnology4.28
Amazon.com IncConsumer CyclicalConsumer Cyclical1.82
Tesla IncConsumer CyclicalConsumer Cyclical1.56
Alphabet Inc Class ACommunication ServicesCommunication Services1.44
UBS Global Equity Climate Transition Fund K Acc

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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)