UBS (LUX) FUND SOLUTIONS - Sustainable Development

10.83 Fr.
0.14 %

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

Performance & Momentum

6 Months
1 Year 3.31 %
3 Years 12.52 %
5 Years

Strategic Analysis

UBS (LUX) FUND SOLUTIONS - Sustainable Development • 2026

This UBS thematic fund targets companies exposed to sustainable development and ESG criteria, with a diversified construction that reduces reliance on any single industry. Its positioning suits an investor looking to add a responsible global allocation without betting on a single sector driver.

Strengths
  • Diversified global exposure, which limits concentration risk
  • Clear positioning on ESG and responsible investing themes
  • A vehicle suited to a long-term allocation to the structural trends of sustainable development
Weaknesses
  • Performance depends heavily on market appetite for sustainable equities and can be cyclical
  • The ESG approach can sometimes narrow the investment universe and limit certain periods of outperformance
Momentum

Momentum appears constructive and reflects a steady trajectory rather than a speculative surge. Recent dynamics suggest continued interest in the sustainability theme, with performance remaining consistent across several time horizons and reinforcing the case for a strategic long-term thematic allocation.

Similar stocks to UBS (LUX) FUND SOLUTIONS - Sustainable Development

Was this page helpful?

Your feedback helps us improve our research.

Take control
of your investments

Track your portfolios, analyze your performance and receive personalized insights to invest with strategy.

  • Real-time multi-portfolio tracking
  • AI analysis of your positions
  • Counter your cognitive biases
Anantys Invest on iPhone