In Short
Name | UBP AM Positive Impact Equity Strategy |
Asset Class | Equity funds |
Geography | Europe |
Theme/Sub-class | NA |
NordSIP Category | Core/Impact |
Fund Manager Page | Available here |
Hållbarhets Profile | NA |
Morningstar | NA |
Fund Profile | Available here |
Sustainability information | Available here |
Product/Strategy | Luxembourg UCITS |
ISIN | LU1861462635 |
Availability | NA |
Managers | Rupert 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 Privée, UBP SA) with Cambridge Institute for Sustainability Leadership and member of the Investment Leaders Group.