UBS (Lux) Eq. Sicav Europ. Inc. Opp. K-1 Cap EUR

The actively managed investment fund invests primarily in equities of European companies based on global themes/trends. 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. The objective of the investment strategy is to achieve an above-average return on equities compared to the European equity market. Income can come from dividends, call option premiums and other sources. This sub-fund promotes environmental and/or social features but does not pursue a sustainable investment objective.Based on thorough screening of companies, taking into account sustainability/ESG criteria, the Fund Manager combines carefully selected stocks of different companies from different countries and industries with the objective of taking advantage of interesting opportunities while keeping risks under control. This fund promotes environmental, social and corporate governance characteristics.The portfolio manager has discretion to construct the portfolio and is not bound by the benchmark in terms of equities and weightings.The investment fund is actively managed relative to the benchmark MSCI Europe (net dividend reinvested). The investment fund uses the benchmark MSCI Europe (net dividend reinvested) 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