UBS (Lux) Eq. Fd Sust. Health Transform. P Cap $

This actively managed sub-fund invests at least 80% of its assets worldwide in shares or other equity interests of companies in developed or emerging markets, which mainly promote the United Nations Sustainable Development Goal 3 (Good Health and Well-Being). The focus is on companies that capitalise on healthcare transformation. The sub-fund selects companies that, taking account of technological and societal progress, offer solutions for the provision of healthcare products as well as improve the results and affordability of future health solutions for people all over the world. The focus is on areas such as oncology, metabolic diseases (such as obesity), gene therapy, medical devices, healthcare technology, longevity and healthcare in emerging markets as well as other areas related to healthcare. The sub-fund uses the benchmark MSCI World Health Care (net dividend reinvested) in order to monitor performance and the ESG profile, as well as for ESG and investment risk management and portfolio construction purposes. The benchmark is not designed to promote ESG characteristics. The Portfolio Manager may use discretion when constructing the portfolio and is not tied to the benchmark in terms of investment selection or weight. This means that the investment performance of the sub-fund may differ from the benchmark.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