Thematic Investing

Invests globally in attractively valued companies that are well-positioned for a climate-friendly economy. Aims to achieve a below benchmark temperature alignment score and a combined weighted Scope 1 and 2 average carbon intensity additionally a higher `green to brown` ratio as the benchmark. A proprietary climate aware methodology and ESG data collection provide information on a company's climate characteristics.

Highly concentrated portfolio aiming to drive decarbonization in emission-intense companies in key industries such as materials, steel, cement and chemicals. A climate transition strategy engaging with carbon-heavy companies (ex-fossil fuel, as we expect this industry to be replaced in the long term). Decarbonization goal of 5% p.a. over a full market cycle (3-5 years).

Strategy that invests in future energy leaders which are building tomorrow’s energy system. Key themes are: Renewable electricity (solar, wind, geothermal, hydro, biomass), Advanced biofuels (liquid & solid fuels from various sources), Hydrogen (producers, transportation up to the end consumer), Carbon capture (removing carbon from the atmosphere), Grid stability (incl. batteries, pumped hydro and other solutions).

Concentrated portfolio investing in solution providers that we believe will help to combat global warming. High exposures to climate-linked United Nations Sustainable Development Goals (UN SDGs) and climate relevant themes such as UN SDG 7 (Affordable and Renewable Energy), SDG 13 (Climate Action) and SDG 6 (Clean Water and Sanitation). Invests in themes such as renewable energies, energy efficiency, water, future mobility, waste, sustainable food, automation and robotics.

Thematic strategy investing in future mobility leaders across the value chain including suppliers. Companies that disrupt and transform how we will be travelling tomorrow. Primarily promotes United Nations Sustainable Development Goals (UN SDGs) such as SDG 7 (renewable energy), SDG 9 (innovation and infrastructure) and SDG 11 (sustainable cities).

The most innovative strategies across UBS AM’s active equity capabilities. Highly diversified global equity portfolio with multiple target strategies. Actively managed with moderate active risk. Themes including planet/climate, people/health, digitization and tactical opportunities. Exclusive access to some strategies that are not yet available as a fund and cannot be invested in elsewhere within UBS AM.

A diversified portfolio of global corporate bonds issued by companies whose products and services support progress towards the United Nations Sustainable Development Goals (UN SDGs). Allocating capital to these companies helps reduce the SDG funding gap.

The portfolio invests in “green”, “social”, “sustainable” bonds issued mostly by governments, supranationals, corporates and municipalities. These bonds fund specific environmental, social or governance (ESG) projects.

The strategy invests in bonds issued by Multilateral Development Banks – international financial institutions created for the purpose of economic development.

The actively managed strategy invests globally in developed and emerging market companies that promote the United Nations Sustainable Development Goals (UN SDGs) by providing solutions to significant global challenges such as climate change, air pollution, clean water and food security. The UN SDGs are further used to guide and frame engagement activities with invested companies.

Actively managed equity portfolio investing worldwide in companies from the health transformation sector. Efficient means of exploiting the potential of companies operating in the health Transformation area. Specialized sector analysts seek out the attractive stocks in the Health Transformation area.

A thematic global equity strategy promoting healthy living and disease prevention. Profiting from medical advances and the trend to more healthy lifestyles (exercise, healthy food, mental wellbeing). Further themes are the consumerization of health (individuals pro-actively seeking preventive treatment), disease prevention (diagnostics reducing threat of chronic diseases) and longevity (treatment of age-related diseases).

Actively managed equity portfolio investing worldwide in biotech companies. Efficient means of exploiting the potential of biotech companies operating in research, product development, production or distribution. Specialized sector analysts seek out the most attractive stocks in the biotech sector worldwide.

Strategy with a dual purpose focusing on companies that are leaders, enablers and emerging champions in diversity, equality and inclusion (DEI). Primarily supports United Nations Sustainable Development Goals (UN SDGs) such as SDG 5 (gender equality), SDG 8 (decent work and economic growth) and SDG 10 (reduce inequalities).

Invests in the Solactive Equileap Global Gender Equality 100 Leaders Net Total Return Index. The relative weightings of the companies correspond to their weightings in the index. The Index has been designed to track the top companies leading the field internationally in terms of gender equality. In-depth gender equality screening (as defined by Equileap) is carried out. Controversial weapons, gambling, tobacco or coal extraction and power generation industries are excluded.

Actively managed strategy investing globally in companies exposed to long term investment themes related to the three mega trends: population growth, increasing urbanization and aging population. Investing in attractively valued companies with a strong sustainability profile, the portfolio holds around 40-80 stocks and is diversified across countries and sectors.

The most innovative strategies across UBS AM’s active equity capabilities. Highly diversified global equity portfolio with multiple target strategies. Actively managed with moderate active risk. Themes including planet/climate, people/health, digitization and tactical opportunities. Exclusive access to some strategies that are not yet available as a fund and cannot be invested in elsewhere within UBS AM.

A diversified portfolio of global corporate bonds issued by companies whose products and services support progress towards the United Nations Sustainable Development Goals (UN SDGs). Allocating capital to these companies helps reduce the SDG funding gap.

The portfolio invests in “green”, “social”, “sustainable” bonds issued mostly by governments, supranationals, corporates and municipalities. These bonds fund specific environmental, social or governance (ESG) projects.

The strategy invests in bonds issued by Multilateral Development Banks – international financial institutions created for the purpose of economic development.

Actively managed strategy investing globally in companies exposed to long term investment themes related to the three mega trends: population growth, increasing urbanization and aging population. Investing in attractively valued companies with a strong sustainability profile, the portfolio holds around 40-80 stocks and is diversified across countries and sectors.

Actively managed global equity strategy that invests globally in companies exposed to digital transformation themes. The portfolio is allocating to multiple investment themes and diversified across countries and sectors. The strategy invests in high quality stocks with strong digital transformation profile.

Actively managed global equity strategy that invests globally in companies exposed to digital transformation themes. The portfolio is allocating to multiple investment themes and diversified across countries and sectors. The strategy invests in high quality stocks with strong digital transformation profile and dynamically adjusts its equity exposure in response to economic and market conditions.

Investing in the sustainable industry leaders of structural trends in Emerging Markets. Managed by our stable and experienced EM PM team with «boots on the ground». Focusing on digital transformation, EM health care, the evolution of the EM consumer, climate change, environment and de-globalization and geopolitical themes.

UBS AM's most innovative active equity capabilities. Diversified global equity portfolio with 12 target strategies. Actively managed with moderate active risk. Themes including planet/climate, people/health, digitization and tactical opportunities. Exclusive access to some strategies that are not yet available as a fund and cannot be invested in elsewhere.

A global equity strategy, combining quantitative screening and fundamental analysis to find attractively valued stocks with significant turnaround potential. Data driven approach to identify a universe of companies with high turnaround potential based on signals such as management change, corporate actions & net management stock buying.

A thematic global equity strategy investing in companies leading in the security space following the megatrend of digitalization and the increasing need for security & safety against unauthorized access. Themes poised for accelerated growth include data protection & governance, network & cloud security, fintech & fraud detection and others.

High active, concentrated strategy investing in European growth companies which are leading in the economic transformation across digitization, health and sustainability. Multi-thematic with key exposures in tech leaders, next generation e-commerce, health tech, aging, future of energy and consumer transformation.

Thematic strategy investing in future mobility leaders across the value chain including suppliers. Companies that disrupt and transform how we will be travelling tomorrow. Primarily promotes United Nations Sustainable Development Goals (UN SDGs) such as SDG 7 (renewable energy), SDG 9 (innovation and infrastructure) and SDG 11 (sustainable cities).