Fund Manager: UBS Global Asset Management Inc
Research Provider: UBS A. G.
Fund Name: UBS Global Equity 40 Fund
Launch Date: Mar-03
Screening (except economy): Environmental consciousness, social responsibility
KEY Characteristics: The fund is operated by UBS Global Asset Management (Japan) Ltd. Investments are made in stocks of large blue-chip companies in major developed nations around the world. When selecting investments, emphasis is placed on the difference between market price and investment value, taking into consideration stock prices and financial strength including growth potential, product competitiveness, and profit rates over the medium- to long-term. Investments are made in about 40 companies whose stock prices can be expected to increase. Reference is made to the structure of the Dow Jones Sustainability World Index (DJSI World), and investments are selected taking into consideration the degree of implementation of corporate social responsibility.
Asset Value: 3.9 billion Yen
Additional information: http://www.asria.org/news/press/1068539805
|