Equities
Global Equity Fund
A high-conviction portfolio of quality global companies, diversified across regions and sectors and managed with a long-term, fundamental approach.
Download factsheetFund summary
A high-conviction portfolio of quality global companies, diversified across regions and sectors and managed with a long-term, fundamental approach.
The strategy is managed by a dedicated team within UBS Asset Management, drawing on the firm's global research platform and integrated risk-management framework.
Performance
Annualised returns net of ongoing charges, as at the most recent month-end. Past performance is not a reliable indicator of future results and the value of investments can fall as well as rise.
YTD
+8.4%
1 year
+14.2%
3 years
+9.1% p.a.
5 years
+10.6% p.a.
Investment profile
| Characteristic | Detail |
|---|---|
| Asset class | Global equities |
| Base currency | USD |
| Benchmark | MSCI World Index (Net) |
| Inception date | 14 March 2016 |
| Fund size | USD 4.2bn |
| Ongoing charges | 0.82% |
| Minimum investment | USD 5,000 |
| Liquidity | Daily |
| Risk indicator | 5 of 7 |
Sustainability
ESG & sustainability
The strategy integrates environmental, social and governance factors throughout the investment process and excludes issuers in breach of the UN Global Compact. It is classified as Article 8 under the EU SFDR.