UBS Global Equity Climate Transition Fund K AccRegister to Unlock Ratings |
Performance History | 30/11/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | - | - | - | 16.7 | 21.7 | |
+/-Cat | - | - | - | 11.9 | 15.3 | |
+/-B’mrk | - | - | - | 1.5 | 1.3 | |
Category: Sector Equity Ecology | ||||||
Category Benchmark: Morningstar Global TME NR USD |
Key Stats | ||
NAV 05/12/2024 | GBP 1461.73 | |
Day Change | -0.42% | |
Morningstar Category™ | Sector Equity Ecology | |
IA (formerly IMA) Sector | Global | |
ISIN | GB00BNLXP253 | |
Fund Size (Mil) 05/12/2024 | GBP 3303.55 | |
Share Class Size (Mil) 05/12/2024 | GBP 3303.47 | |
Max Initial Charge | - | |
Ongoing Charge 13/08/2024 | 0.04% |
Investment Objective: UBS Global Equity Climate Transition Fund K Acc |
The Fund aims to grow the value of investor's 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 aims to align with the Investment Manager’s net zero framework. 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 | Morningstar Global TME NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for UBS Global Equity Climate Transition Fund K Acc | 31/10/2024 |
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Top 5 Holdings | Sector | % |
NVIDIA Corp | Technology | 5.18 |
Microsoft Corp | Technology | 4.56 |
Apple Inc | Technology | 4.54 |
Amazon.com Inc | Consumer Cyclical | 2.27 |
Meta Platforms Inc Class A | Communication Services | 1.44 |
Increase Decrease New since last portfolio | ||
UBS Global Equity Climate Transition Fund K Acc |