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Ubs (lux) Equity Fund - Global Sustainable Improvers (usd) U-x-acc (0P0001NJ56)

Luxembourg

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10,864.900 +61.170 +0.57%

04/11 - Closed. Currency in USD

Morningstar Rating:
Total Assets: 363.79M

Type: Fund

Market: Luxembourg

Issuer: UBS Fund Management (Luxembourg) S.A.

ISIN: LU2391792749

Asset Class: Equity

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0P0001NJ56 Overview

On this page you'll find an in-depth profile of Ubs (lux) Equity Fund - Global Sustainable Improvers (usd) U-x-acc. Learn about the key management, total assets, investment strategy and contact information of 0P0001NJ56 among other information.

Investment Strategy

The Fund’s investment objective consists in generating strong capital appreciation with a reasonable level of income, while giving due consideration to capital security and the liquidity of the Fund’s assets. This sub-fund promotes environmental and/or social characteristics and complies with Article 8 of Regulation (EU) 2019/2088 on sustainability-related disclosures in the financial services sector (“SFDR”). This sub-fund is an equity fund that invests at least two-thirds of its assets, according to the principle of risk diversification, globally in shares or equity-type instruments of leading companies (normally large caps, but also smaller caps). The Portfolio Manager uses both quantitative and qualitative factors to identify for the investment universe companies which feature environmental and social performance characteristics that are expected to improve over time.

Contact Information

Address 33A, avenue J.-F. Kennedy, L-1855 Luxembourg
Luxembourg, L-1855
Luxembourg

Phone +352-441 0101

Web www.ubs.com/funds

Top Executives

Name	Title	Since	Until
Joseph R. Elegante	Senior Portfolio Manager	2021	Now
Biography	Joe is Deputy head of Global and Sustainable Equities and a Senior Portfolio Manager on a range of Global strategies including Sustainable, Impact and Long Term Themes. Joe has over 20 years of portfolio management experience and is based in London. Before joining UBS-AM, Joe worked as a portfolio manager at RMB Capital Management where he managed several equity strategies including a multi-cap core, dividend growth and a small cap-focused special situations strategy for institutional and private clients. Prior to joining RMB Capital, Joe worked for 12 years as a senior portfolio manager at Alliance Bernstein where he was a member of the Large Cap Growth Team. In this position he managed a $15 billion growth strategy, which included individual institutional accounts, a mutual fund, Luxembourg fund and assets on behalf of the private client division for Sanford Bernstein. His responsibilities included portfolio construction, fund governance, security selection and risk management. Joe is a CFA Charterholder, a member of the CFA Institute and the CFA Society of Chicago.
Adam Jokich	-	2021	Now
Biography	Adam Jokich is a Quantitative Sustainability Analyst on the Global Sustainable Equities team. He leads the team's efforts in developing and enhancing their proprietary ESG Model, and integrating it into the investment process. Adam leverages his quantitative skillset to provide value add in the portfolio construction and risk management process. Prior to joining the Global Sustainable Equities team, Adam worked as a quantitative analyst on the Applied Research Group, in UBS Asset Management. Adam was responsible for providing quantitative research and analysis used in the investment decision making process, and assisting in the infrastructure development of quantitative equity portfolios. He was the deputy portfolio manager on the US and Global Multi-Strategy portfolios, and was responsible for the research and development initiatives of various risk premia capabilities. Adam is a CFA Charterholder, a member of the CFA Institute and the CFA Society of Chicago.
Chole Hickey-Jones	-	2021	Now

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Recent Quotes

Name	Price	Chg.	Chg. %
UBS (Lux) Equity .	10,864.900	+61.170	+0.57%
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