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UBS Global Sustainable Equity

Objective

Seeks to provide value-added investment results over the benchmark by investing in attractively valued companies with strong fundamental valuations and long-term sustainable business models.

The strategy is actively positioned to benefit from themes such as energy and water conservation, environment, health care, demographics and social improvement. 

Benchmark

MSCI World Index

Investment process

  • A global all-cap equity strategy combining bottom-up fundamental research with rigorous sustainability analysis and thematic exposure
  • Invests broadly across most industry sectors
  • Uses a proprietary database to create the best pool of "sustainability champions" that have the ability to derive returns
  • Defines a security's intrinsic value based on its future cash flows through traditional valuation and fundamental research from the UBS Global Equity Research Platform 
  • In short, we believe that combining a traditional valuation discipline with sustainability analysis enhances the possibilities for value-added returns.

    

Equity strategies are primarily subject to all the investment risks associated with stocks. Stocks have shown greater growth potential than other types of securities, but they have also shown greater volatility and risk of loss. Strategies that focus on small- or mid-cap stocks are generally more volatile and subject to greater risk. Strategies that invest in foreign or emerging markets are subject to special risks that are not normally associated with domestic investment, including possible adverse currency fluctuations and political, social and economic risks. There can be no assurance that any strategy will achieve its objective.