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Investing in superior quality companies: beating the fade
The fund invests in an equally-weighted portfolio of 30 leading global companies. These companies must have a dominant business franchise, strong historical returns on investment, and visibility on the strength of future earnings and cash flows, as well as a sustainable business model in term of ESG practices. The fund adopts a pure bottom-up approach with a risk-control overlay, and aims to outperform the broader equity market over the economic cycle.
The fund is managed to maintain an ESG quality score superior to that of the benchmark MSCI AC World Net Return, at all times, and an ESG quality score at least equal to that of the benchmark excluding the worst 20% rated companies in the benchmark. It also promotes a lower carbon footprint paying attention to issuers’ greenhouse gas (GHG) emissions and climate strategy in order to maintain the fund’s weighted average carbon intensity well below that of its investment universe.
Shares in companies with high and sustainable cash flow returns on investment (CFROIs®) and exposure to growth have outperformed stock markets over the medium and long term. Investing in value creation through high CFROIs® is appealing in every business cycle and has proven to limit the downside risk while participating in the upside. Bottom-up stock selection is based on the ability to identify those companies that have strong brands, products and positionings, all of which enable them to “beat the fade”.
Moreover, ESG considerations can be an important driver for the risks associated with an investment and for maintaining high and sustainable CFROIs®. As such, ESG criteria have been an integral and necessary part of the team’s investment process that enables them to identify sustainable business models and practices. Through direct engagement with companies and proxy voting, the team ensures that their obligations as responsible shareholders are fulfilled. The Swiss & Global Equity team promotes bilateral engagement with companies as the most dynamic and useful approach to encouraging improvements in their adherence to ESG considerations.
The fund is a concentrated portfolio of 30 large-cap global stocks. The fund seeks investments in companies that hold leading positions in their particular business fields, deliver high returns on invested capital and have exposure to growth opportunities. The fund managers invest according to a pure bottom-up approach with sector and country allocations applied as a means of risk control. We intend to invest in these companies for 3 to 5 years, hence expect portfolio turnover to continue to be relatively low.
The team intends to invest in these companies for 3–5 years, which is why portfolio turnover is expected to continue to be relatively low.
Please find the code of transparence in french here.
The strategy complies with 2 major European labels: the French "Label ISR" and the Belgian "Towards Sustainability" Febelfin label, awarded and administered by the Central Labeling Agency (CLA) og Belgian SRI label.
|Desempenho histórico||do mês à data||do ano à data||1 ano||3 anos||5 anos||Desde o lançamento|
|12 meses no ativo||05.21 - 05.22|
|12 meses no ativo||-10.63%|
O desempenho abaixo de 1 ano é mostrado acumulado. O desempenho acima de 1 ano é mostrado anualizado.
Past performance is not indicative of present and/or future results. Price and availability are subject to change without notice. The value of investments may go up or down and investors may not get back the amount invested. Changes in foreign exchange rates may also cause the value of investments to fluctuate.
|Statuts – Articles of Association||04.02.2020|
Italy: I shares are only notified to the CONSOB.
Singapore: Sub-funds registered with the MAS (Monetary Authority of Singapore) can only be offered to “accredited investors”.
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