UBS (LUX) FUND SOLUTIONS - Sustainable Development (MDBE) 9.6336 CHF (%) | Multi-Asset & Allocation SIX Swiss Exchange

Fund/ETF investing in companies engaged in themes related to sustainable development and ESG, with a diversified approach.

Price history of UBS (LUX) FUND SOLUTIONS - Sustainable Development

Performance & Momentum

6 Months 0.79 %

1 Year 1.30 %

3 Years 5.95 %

5 Years 5.70 %

Momentum

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Strategic Analysis

UBS (LUX) FUND SOLUTIONS - Sustainable Development • 2026

UBS (LUX) FUND SOLUTIONS - Sustainable Development is a global thematic fund that targets companies exposed to sustainable development issues and ESG criteria. Its value proposition is based on broad diversification combined with a responsible-investing-focused stock selection, making it a vehicle for exposure to long-term structural trends rather than a concentrated sector bet.

Strengths

Exposure to long-term themes linked to the sustainable transition and ESG practices
Global diversification that reduces idiosyncratic risk compared with a mono-thematic approach
Clear positioning for investors seeking a responsible allocation within an institutional management framework

Weaknesses

Potential sensitivity to market rotations that penalize growth and impact strategies
Performance dependent on the quality of ESG selection, which can at times be less rewarding in the short term than broader indices

Momentum

Momentum appears decent to solid, with an overall favorable trend despite a more uneven recent period over the short term. The track record shows steady value creation over several years, confirming a defensive sustainable-theme profile, but without marked acceleration in the very short term. Strategically, the fund remains relevant for core exposure to major transitions, with a profile better suited to a medium- to long-term horizon than to a search for rapid performance.

Analysis performed 1 month ago