This sub-fund invests its net assets primarily in equities and other similar transferable securities, in addition to, on an ancillary basis, warrants on transferable securities, convertible bonds or bonds with warrants on transferable securities, bonds and other debt securities, money market instruments, issued by companies worldwide, including emerging countries. This sub-fund seeks to invest primarily into stocks with exposure to growth opportunities. Investment concept is stock selection driven and focuses on companies with above market average revenue growth or improving growth rates as well as companies providing consistently economic value-add, i.e. sustainably earning their cost of capital. The investment process relies on fundamental analysis of the growth profile as well as the cash flow generation capacity of existing assets and future investments of companies. Discounting of these forecasted cash flows reveals over- and undervaluation of investment opportunities.
Entre los fondos de la categoría RV Global Cap. Grande Blend, que invierten en Renta Variable, el fondo UBAM Global Equity Sustainable Growth, con ISIN LU1088692675, de la gestora UBP Asset Management (Europe) S.A. se sitúa en la posición 15. En los últimos 12 meses ha obtenido una rentabilidad del 22,46% con una volatilidad del 5,49%. El patrimonio total asciende a 14.619.133 EUR a fecha de 20 de November de 2017.