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UBAM Positive Impact Equity AC EUR Cap

Ranked 38 out of 243 in - Europe over 3 months
All calculations are in GBP unless stated

Managed by

Victoria Leggett

Victoria Leggett joined UBP in 2010 as a portfolio manager and has over 11 years of investment experience. She is co-manager of the Euro equity income funds with Scott Meech. She previously worked as a European equity analyst at Threadneedle. Victoria started her career in Corporate Finance at Arbuthnot Securities. She achieved a first class degree in History and German Literature at Durham University.

Rupert Welchman

Rupert Welchman works at Union Bancaire Privee as an equity fund manager. Rupert has 18 years of investment experience, as a European equities fund manager. He is part of the European equities team, specialising in financials and IT.

Objective

This sub-fund invests at least 65% of its net assets, in shares of companies having their registered office in the European Union, in the European Economic Area and/or Switzerland. This sub-fund is permitted to invest up to 35% in Global Equity, including emerging markets. This sub-fund will be focused on companies which have products and/or processes which aim to deliver social and/or environmental benefits and exclude companies which contribute to the worlds societal or environmental problems. This sub-fund has no restriction on the percentage invested in Small and Mid-Capitalization.

Showing fund performance in United Kingdom View performance globally

Performance

Europe over : 30/01/2019 - 30/04/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 9.2%
2018 -14.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. France
  4. Germany
  5. Luxembourg
  6. Portugal
  7. Singapore
  8. Spain
  9. Switzerland
  10. United Kingdom

Fund Info

  • Launch date28/09/2018
  • Share Class size08Mn
  • Base currencyUnits
  • ISIN LU1861460340

Purchase Info

  • Min. initial investment0

Charges

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).