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UBS ETF (IE) Global Gender Equality UCITS ETF (USD) A-acc
Asset Class: Equities
Environmental or social characteristics promoted by the financial product
The sub-fund integrates sustainability risks into its investment decision by promoting among other characteristics environmental or social characteristics or a combination of those characteristics and the companies included by the Index follow good governance practices. The sub-fund is accordingly classified as an Article 8 Product pursuant to the Regulation (EU) 2019/2088 of the European Parliament and of the Council of 27 November 2019 on sustainability-related disclosures in the financial sector (SFDR)
The objective of the Fund is to seek to track the performance of developed countries-based companies which focus on Environmental Social and Governance (ESG) considerations and which would specifically exclude companies involved in coal extraction & power generation gambling tobacco military weapons controversial weapons as well as companies failing to comply with established international norms. It does so by tracking the Solactive Equileap Global Gender Equality 100 Leaders Index. The fund is passively managed. As a result the approach taken in relation to the consideration of ESG criteria is the one taken by Solactive and therefore dependent on the approach and methodology defined by a third party. This reference index to assess sustainability characteristics and risks of the constituents of the index can be found on the website of the index provider.
Reference benchmark: Solactive Equileap Global Gender Equality 100 Leaders Index.
Monitoring of environmental and social characteristics
The index provider sets the weights based on the ESG metrics provided by the ESG data provider. Neither the portfolio manager nor the management company monitors the screening criteria applied by the index provider or assesses the accuracy of the ESG-related ratings attributed by the index provider to each constituent.
The methodology of the construction of the Index is available on the Solactive internet website: https://www.solactive.com/wp-content/uploads/solactiveip/en/ESG_Methodology_Statement_DE000SLA3S18.pdf
Data sources & processing
The index provider uses ISS ESG Research as a third-party provider for the ESG characteristics.
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