UBS (Lux) Eq. Fd European Opp. I-A1 Cap EUR

The actively managed investment fund invests mainly in equities of European companies. The portfolio focuses primarily on large companies, strategically supplemented by small and medium-sized companies, while the liquidity portion is very flexible and derivative instruments may also be used. This sub-fund promotes environmental and/or social characteristics but does not pursue a sustainable investment objective.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 Europe (net div. reinv.) for portfolio composition, performance comparison, ESG profile management and risk management.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