UBAM SAM Japan Equity A Dis EUR Hdg

The Fund seeks to grow your capital and generate income by investing primarily in Japanese equities or equivalent. The Fund is actively managed and relatively concentrated (typically containing 25-60 names) with low turn-over. The Fund has two sustainability objectives: maintain an average portfolio's Environmental, Social and Governance (ESG) score, based on the Investment Manager's analyses of companies ESG profiles using a proprietary scoring methodology, above the median ESG Score evaluate the strategies deployed by companies in the field of oil & gas extraction and electricity generation to transition to a lower-carbon economy. First step, the Investment Manager's applies ESG exclusion criteria, combined with its sustainability assessment of companies from the eligible investment universe defined as the best 300 Japanese listed stocks ranked according to the above mentioned ESG proprietary methodology among the 1000 most liquid Japanese listed stocks.Second step, the Investment Manager's applies an ESG approach which is further embedded in the valuation and investment process of the Fund and the selection of stocks include ESG criteria when assessing stocks' fair value and normalized profitability.ESG considerations may include carbon footprint as well as global norms compliance, social and corporate governance standards.The ESG analysis covers 100% of the Fund's portfolio. The Fund uses the Tokyo SE (TOPIX) Total Return Index JPY (the 'Benchmark') for performance objective. The Benchmark is not representative of the risk profile of the Fund. The performance of the Fund is likely to be significantly different from that of the Benchmark because the Investment Manager has significant discretion to deviate from its securities and weighting.The Benchmark is not aligned with the environmental and/or social characteristics promoted by the Fund. The Fund's base currency is JPY. As an equity fund, its holdings can move in line with or return less than the broad stock m

PIR compliant

No

PEA compliant

No

PEA-PME compliant

No