UBS: Global Impact Equity SMA (S:0P0001EPC8)
17.77
+0.20
(+1.15%)
USD |
Sep 30 2025
Returns Chart
Sep '18
Jan '19
May '19
285.00
270.00
255.00
240.00
Key Stats
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Annual Total Returns Versus Peers
As of December 31, 2025.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Microsoft Corp. | 6.28% | 483.55 | -0.81% |
| Broadcom Inc. | 5.14% | 346.08 | -1.08% |
| Danone SA | 4.46% | 18.04 | -0.50% |
| Autodesk, Inc. | 3.54% | 296.02 | -1.18% |
| AIB Group plc | 3.50% | 10.55 | -0.47% |
| Iberdrola SA | 3.34% | 21.63 | -0.96% |
| AstraZeneca PLC | 3.30% | 91.93 | -0.63% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 2.91% | 303.93 | 1.45% |
| ServiceNow, Inc. | 2.76% | 153.52 | -0.46% |
| Sandoz Group AG | 2.76% | 72.78 | -0.46% |
Fees & Availability
| Fees | |
| Negotiable Fee | -- |
| Maximum Management Fee | -- |
| Prospectus Custodian Fee | -- |
| Purchase Details | |
| Open to New Investors | -- |
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Fundamentals
| General | |
| Number of Holdings | -- |
| Stock | |
| Weighted Average PE Ratio | -- |
| Weighted Average Price to Sales Ratio | -- |
| Weighted Average Price to Book Ratio | -- |
| Weighted Median ROE | -- |
| Weighted Median ROA | -- |
| Number of Equity Holdings | -- |
Fund Details
| Key Dates | |
| Inception Date | -- |
| Attributes | |
| Socially Responsible Fund | -- |