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UBS | UBS Engage for Impact Euro-hedged Acc

The actively managed fund invests mainly in shares of companies in developed markets and emerging markets that support the UN SDGs. The fund aims to invest in companies whose products and services the portfolio manager believes are geared towards meeting the UN SDGs, in areas such as such as climate change, air pollution, clean water and water scarcity, treatment of diseases and food security. The fund intends to demonstrate a positive impact on human wellbeing and environmental quality.
Quote
Quote
€138,37
Quote date
01-04-2026
Performance in EUR
Date
01-04-2026
This year
-4,55%
1 week
0,86%
1 month
-5,95%
3 months
-4,55%
6 months
-1,94%
1 year
15,73%
3 years (annualised)
10,26%
5 years (annualised)
1,95%
Since start (annualised)
3,91%
Indicators
Standard deviation (3yr)
18,00%
Share ratio (3yr)
0,44
Beta (3yr)
-
Alpha (3yr)
-
Tracking error (3yr)
-
Top 10 holdings (30-11-2025)
Broadcom Inc
6,00 %
Microsoft Corp
5,76 %
AstraZeneca PLC
3,90 %
AIB Group PLC
3,67 %
Taiwan Semiconductor Manufacturing Co Ltd
3,28 %
Autodesk Inc
3,22 %
Iberdrola SA
3,15 %
Alcon Inc
2,81 %
HDFC Bank Ltd ADR
2,75 %
Infineon Technologies AG
2,71 %
Fees
Entry fee
0,20%
Exit charges
0,20%
Estimated ongoing charges
0,90%
Dividend
Dividend paying
No
Characteristic
Asset Manager
UBS
Asset class
Equities
Investment category
Equities - Global
Active/Passive
Active
Fund code
95053
Fund code fractional orders
95053
Fund manager name
Adam Jokich|Alix Foulonneau|Chloe Hickey-Jones
ISIN
LU1679117819
Sustainable Classification
Art. 8, ESG integration
Sustainability Rating
Domicile
Luxembourg
Currency
EUR
Fund size (mio)
€630,76 (31-03-2026)
Cut-off time
11:00:00
Execution date
Yes
Inception date
13-10-2017
Benchmark
MSCI ACWI NR USD
Minimum investment amount
€20
Assortiment
Self Directed Investing Plus, Investment advice