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SRI Funds at a Glance

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Fund Manager:
UBS Global Asset Management

Fund Name:
UBS (Lux) Equity Fund - Eco Performance B

Launch Date:
Jun-97

Screening (except economy):
Environmental and/or social performance

Key Characteristics:
The fund invests worldwide in companies that generate above average environmental, social and economic performance, and offer interesting growth potential. The investment universe comprises both leaders and innovators.

Leaders are mostly large companies that offer the best environmental and/or social performance in their respective sectors. Innovators are mostly smaller and younger companies whose products and services offer proven environmental benefits and high resource efficiency. These companies are primarily selected on the basis of their product ranges. The portfolio is geared towards the country and sector weightings featured in the MSCI World index and presents an alternative to global equity funds in terms of its risk/return profile.

Fund type: open-end
Domicile of fund: Luxembourg
Custodian bank: UBS (Luxembourg) S.A.

Asset Value:
CHF727.8 Mil.

Additional Information:
http://fundgate.ubs.com/searchtree.do?lang=en&cty=HK&rid=4



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