UBAM Global Equity U Cap $

The Fund seeks to grow capital and generate income by investing primarily in worldwide -including Emerging countries- equities or equivalent, with exposure to growth opportunities. The Fund is actively managed. The investment concept is stock selection driven and focuses on companies with above market average revenue growth or improving growth rates as well as companies providing consistently economic valueadd, i.e. sustainably earning their cost of capital. The Environmental, Social and Governance (ESG) approach is embedded in the investment process of the Fund and the selection of stocks includes ESG considerations which can be an important driver for risks associated with an investment and for maintaining or improving Cash Flow Returns on Investment (CFROI UBS HOLT) of a company. The qualitative sustainable analysis is partly based on inputs provided by MSCI ESG Research and on the Investment Manager's own analysis.The primary sustainable objective of the Fund is to promote a carbon footprint lower than the MSCI AC World Net Return Index ("the Benchmark").The Investment Manager performs a negative screening and a norm-based screening to filter the investment universe. ESG related information is entering the suitability screen of the stock selection process. The portfolio construction will consider ESG criteria as well as the contribution to risk that arises from ESG exposures. Company specific and portfolio factors including ESG developments are considered when constructing and monitoring the portfolio.The ESG analysis covers 100% of the Fund's portfolio. The Fund uses the Benchmark for performance objective. The Benchmark is representative of the investment universe and 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 environm

PIR compliant

No

PEA compliant

No

PEA-PME compliant

No