Funds and prices
Overview
The Fund aims to deliver returns broadly in line with the MSCI ACWI Factor Mix A-series Index. The portfolio manager aims to reduce the Fund's weighted average CO2 intensity (WACI) scope 1 and 2, by at least 30% compared to the specified index at each quarterly rebalance.
The Fund invests in constituents of the MSCI ACWI Factor Mix A-series Index, aiming to reduce the Fund's weighted average CO2 intensity (WACI) scope 1 and 2 relative to the benchmark.
Benefits
The fund provides access to a cost-efficient portfolio of global equity that aims to provide the return of the MSCI All Country World Factor Mix A-Series index while exhibiting a lower-than-benchmark carbon footprint. The proprietary investment strategy is aligned to forward-looking carbon intensity reduction targets with a focus on companies performing in line with the globally agreed climate change goals (beyond 2°C scnario temperature increase). The seasoned portfolio management team is complemented by the full breadth of ÃÛ¶¹ÊÓÆµ's global resources in sustainable investing, independent risk management, operations and research.
Risks
Features
Maturity |
Open end
|
Minimum investment |
n.a.
|
Reference Index / Benchmark |
MSCI All Country World Factor Mix A-Series in GBP (net div. reinv.)
|
ISIN |
GB00BN16FM40
|
Bloomberg Ticker |
UBMCAAU LN
|
Performance and Prices
Percentage growth
as of 02 April 2024GBP(%) | EUR(%) | |
YTD | ||
1M | ||
3M | 7.89 | 9.17 |
6M | 13.91 | 15.16 |
1Y | 19.54 | 22.61 |
2Y | 19.52 | 17.47 |
3Y | - | - |
5Y | ||
ø p.a.5Y |
GBP(%) | EUR(%) | |
Q1 2023 to Q1 2024 | 19.82 | 23.15 |
Q1 2022 to Q1 2023 | 0.67 | -3.18 |
Q1 2021 to Q1 2022 | - | - |
Q1 2020 to Q1 2021 | - | - |
Q1 2019 to Q1 2020 | - | - |
Structures
Fees
Distributions
Authorisations
Literature
Document type
|
Document Language
|
UK Climate Report |
|
Document type
|
Document Language
|
Demands and Needs |
|
Life Policy |
|
Principles and Practices |
|
Pre-sale Disclosure |
|
Reinsurance Application Form |
|
Non Standard Coverall form |
|
Trustee Investment Bond (application form) |
|