UBS (Lux) Eq. Sicav Long Term Themes I-A1 Cap EUR H

The actively managed investment fund invests worldwide primarily in equities and other equity shares of small, mid and large-cap companies from developed markets and emerging markets. In this context, the fund focuses on long-term themes that the fund manager considers attractive from an investment perspective, such as global population growth, the demographic trend towards an ageing population or increasing urbanisation.Based on thorough company screening, taking into account sustainability/ESG criteria, the fund manager combines carefully selected equities of various companies from different countries and sectors with the objective of taking advantage of interesting opportunities while controlling risk. The investment fund will exclude companies or industries whose products or business activities have a negative social or ecological impact. This fund promotes environmental, social and corporate governance characteristics.The portfolio manager has the discretion to construct the portfolio and is not bound by the benchmark in terms of equities and weighting.The investment fund uses the benchmark MSCI AC World (net dividend reinvested) for portfolio composition, performance comparison, ESG profile management and risk management.The investment fund may invest in Chinese A-shares through the Hong Kong - Shanghai or Shenzhen Stock Connect ("Stock Connect") programme.This sub-fund promotes environmental and/or social features, but does not pursue a sustainable investment objective.The return of the fund depends primarily on equity market development and their exchange rate fluctuations, as well as dividend payments.

PIR compliant

No

PEA compliant

No

PEA-PME compliant

No