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    UBP AM Positive Impact Equity

    In Short

    NameUBP AM Positive Impact Equity Strategy
    Asset ClassEquity funds
    GeographyEurope
    Theme/Sub-classNA
    NordSIP CategoryCore/Impact
    Fund Manager PageAvailable here
    HĂ„llbarhets ProfileNA
    MorningstarNA
    Fund ProfileAvailable here
    Sustainability informationAvailable here
    Product/StrategyLuxembourg UCITS
    ISINLU1861462635
    AvailabilityNA
    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.