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Ubs (lux) Equity Fund - Global Sustainable Innovators (eur) I-a2-acc (0P0000NAI3)

Luxembourg

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UBS Lux Equity Fund - Global Sustainable Innovator historical data, for real-time data please try another search

176.390 0.000 0.00%

12/02 - Closed. Currency in EUR ( Disclaimer )

Morningstar Rating:
Total Assets: 85.22M

Type: Fund

Market: Luxembourg

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

ISIN: LU0400024724

Asset Class: Equity

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0P0000NAI3 Overview

On this page you'll find an in-depth profile of Ubs (lux) Equity Fund - Global Sustainable Innovators (eur) I-a2-acc. Learn about the key management, total assets, investment strategy and contact information of 0P0000NAI3 among other information.

Investment Strategy

The Fund's investment objective is to achieve high growth with a reasonable level of income, while giving due consideration to capital security and the liquidity of the Fund’s assets. The Subfund invests at least 70% of its assets in carefully selected equities or other equity shares of small and medium-sized companies ("innovators") worldwide, whose products and services contribute to sustainable development: the selection of the companies and issuers concerned involves considering not only the traditional financial factors but also ecological, social and ethical criteria ("socially responsible investments", SRI), taking into account corporate strategy, innovation, corporate governance and the interests of various beneficiary groups, amongst other factors.

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
Alix Foulonneau	-	2017	2019
Bruno Bertocci	Co-Portfolio Manager	2016	2019
Biography	Bruno Bertocci is the Team Head of the Sustainable Investors team and is the lead Portfolio Manager of the Global Sustainable Equity Portfolio and the Global Sustainable Impact Equity Portfolio at UBS Asset Management. Prior to joining UBS Asset Management in 1998, Bruno managed the global equity investment group at Stein Roe & Farnham. Bruno began his career at T.Rowe Price Associates as a US equity analyst. Bruno represents UBS on committees such as the US SIF (Social Investment Forum) and the Metrics Committee for SASB (Sustainability Accounting Standards Board).
Joseph R. Elegante	Senior Portfolio Manager	2015	2019
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.
Shari Gilfillan	-	2013	2017
Jay Eisenhardt	-	2015	2016
Bruno Bertocci	Co-Portfolio Manager	2015	2015
Biography	Bruno Bertocci is the Team Head of the Sustainable Investors team and is the lead Portfolio Manager of the Global Sustainable Equity Portfolio and the Global Sustainable Impact Equity Portfolio at UBS Asset Management. Prior to joining UBS Asset Management in 1998, Bruno managed the global equity investment group at Stein Roe & Farnham. Bruno began his career at T.Rowe Price Associates as a US equity analyst. Bruno represents UBS on committees such as the US SIF (Social Investment Forum) and the Metrics Committee for SASB (Sustainability Accounting Standards Board).
Michael G. Riley	-	2013	2015
Biography	Michael G. Riley traded on the floors of the Amex, PHLX, NYSE, and CBOE for 22 years. During that time he served as Floor Official and Exchange Official and as chair and member of various committees and disciplinary panels. Mr. Riley became managing director of TD Options, with over 200 employees reporting to him. He graduated from the University of Connecticut.
Jan Peterhans	-	2007	2013
Gerhard Wagner	-	2005	2007

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Recent Quotes

	Name	Price	Chg.	Chg. %
	UBS Lux Equity Fu.	176.390	0.000	0.00%