Where to invest – Sustainability

Equities

  • The Fund is actively managed investing globally in companies exposed to long term investment themes related to the three mega trends: population growth, increasing urbanization and aging population.
  • Investing in attractively valued companies with a strong sustainability profile, the portfolio holds around 40-80 stocks and is diversified across countries and sectors.
  • The Fund invests worldwide in companies that generate above-average environmental, social and governance performance and integrate sustainability factors in the business model to build a competitive advantage. The portfolio's structure may deviate sharply from the reference index in order to increase potential outperformance. The fund is managed by an investment team that has specialised in the management of sustainable portfolios since 1996.
  • Managed actively, the Fund invests globally in developed and emerging market companies that provide solutions to significant global challenges such as climate change, air pollution, clean water and food security. The fund aims to invest in attractively valued companies with a strong sustainability profile allocating to multiple impact categories whilst diversifying across countries and sectors. The strategy intends to demonstrate a positive impact on human well-being and environmental quality.
  • The Fund provides investors access to companies with a focus on sustainability that are mainly domiciled in emerging markets. These companies often manufacture innovative products or offer services which, by their especially high environmental and social benefit, contribute to the sustainable development of emerging markets. The fund is actively managed and invests in companies which are global leaders with good positioning within their respective spheres of activity. Sector and country diversification ensures broad coverage of the global market.

Fixed Income

  • Investing predominantly in USD investment grade bonds, the Fund aims to achieve an attractive return relative to the USD investment grade corporate bond market. It seeks to invest in issuers with better sustainability profiles that are selected based on proprietary UBS ESG scores. The fund is best suited to investors looking to invest in a broadly diversified portfolio of USD corporate bonds.
  • The Fund invests predominantly in CHF-denominated, investment grade bonds across different spread sectors. The fund aims to achieve an attractive return relative to the performance of the CHF bond market. The main focus in on careful security selection, sector allocation and active duration management. We seek to invest in issuers with better sustainability profiles that are selected based on proprietary UBS ESG scores. Suitable for investors seeking to invest in a broadly diversified portfolio of CHF bonds with a focus on sustainability.
  • The Fund invests predominantly in EUR-denominated, investment grade corporate bonds. The fund aims to achieve an attractive return relative to the performance of the EUR corporates market. The focus is on on careful security selection, sector allocation and active duration management. We seek to invest in issuers with better sustainability profiles that are selected based on proprietary UBS ESG scores. Suitable for investors seeking to invest in a broadly diversified portfolio of EUR corporate bonds with a focus on sustainability.

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