UBP AM Positive Impact Equity

    In Short

    NameUBP AM Positive Impact Equity Strategy
    Asset ClassEquity funds
    NordSIP CategoryCore/Impact
    Fund Manager PageAvailable here
    HĂ„llbarhets ProfileNA
    Fund ProfileAvailable here
    Sustainability informationAvailable here
    Product/StrategyLuxembourg UCITS
    ManagersRupert Welchman and Victoria Leggett


    Strategy description

    The Fund seeks to grow your capital and generate income primarily by investing in equities issued, for at least 65% of its net
    assets in companies having their registered office in the European Union, the European Economic Area and/or in Switzerland.
    It is an actively managed, relatively concentrated portfolio of stocks (typically containing 25-35 names).

    SRI Highlights

    The Fund addresses the fastest growing part of the “sustainable” investment universe – i.e. socially responsible investing. The investment process draws from the collaboration of the investment manager (Union Bancaire PrivĂ©e, UBP SA) with Cambridge Institute for Sustainability Leadership and member of the Investment Leaders Group.