From launch, The Big Exchange will offer funds to retail investors, charging amongst the lowest possible rates in the market, while investing in businesses that have a positive impact on society and the planet.
UBP has joined forces with a group of major fund houses to support The Big Exchange, co-founded by The Big Issue*. The Positive Impact Equity strategy will be available on The Big Exchange when it launches and other UBP sustainable funds will join in due course. The Positive Impact Equity strategy offers investors exposure to a focussed portfolio of listed equities aligned to the UN’s Sustainable Development Goals, including companies with revenue streams which address the world’s most pressing environmental and societal challenges.
Commenting on the launch, Jean-Luc Eyssautier, Head of UK Sales and Marketing at Union Bancaire Privée, said:
“We are excited to be part of this cross-industry partnership, which provides an opportunity to enable all investors to build a better society. An engaged and informed retail investment community is key to the success of impact investing. Together with the other founding members, we are aiming to provide retail investors with an accessible, modern and clear platform, which empowers them to make choices which align their financial goals with their views on the planet and society.”
The Big Exchange will charge a fee of 25 basis points, or GBP 0.25 for every GBP 100 invested, for accessing these funds, excluding management fees.
*Co-founders include: Aberdeen Standard Investments, Alquity, AllianceBernstein, Columbia Threadneedle, Pictet, Quilter, Stewart Investors, Civitas Social Housing PLC, UBP, Tortoise, WHEB and Liontrust.