ANALYSISDetailed information of fund LU2051758659 • Real-time updated data

UBAM Positive Impact Em Eq AC EUR Acc

LU2051758659MSCI EM NR USD
€132.04
Last Price
Invalid Date
YTD Return
+3.25%
Year to date
Last 90 Days
+10.26%
Quarterly
Base Currency
EUR
Currency

Price History

Data from 7 de marzo de 2022 to 11 de marzo de 2026

Basic Information

Full Name
UBAM Positive Impact Em Eq AC EUR Acc
Short Name
0P0001KY3B.F
Region
US
Data Source
Delayed Quote

Commissions and Fees

Commission TypeValue
Management Commission1.50%
Performance CommissionN/A
Custody CommissionN/A
Ongoing Charges2.10%
Redemption Commission0.00%
Subscription Commission0.00%

Sector Distribution

SectorWeight
energy0.00%
utilities0.00%
healthcare13.39%
realestate4.24%
technology22.88%
industrials20.36%
basic materials4.43%
consumer cyclical7.60%
consumer defensive6.17%
financial services20.93%
communication services0.00%

Main Holdings

NameSymbolPercentage
Taiwan Semiconductor Manufacturing Co Ltd2330.TW9.85%
BYD Co Ltd Class H012115.10%
Cipla LtdCIPLA.BO4.40%
Swire Properties Ltd1972.HK4.14%
Laureate Education Inc ShsLAUR4.03%
Credicorp LtdBAP3.96%
PT Bank Rakyat Indonesia (Persero) Tbk Registered Shs Series -B-BBRI.JK3.69%
Shriram Finance LtdSHRIRAMFIN.NS3.65%
Chemical Works of Gedeon Richter PLCRICHTER.BD3.58%
Delta Electronics Inc2308.TW3.15%

Asset Distribution

bond
0.00%
cash
2.17%
other
0.00%
stock
97.82%
preferred
0.00%
convertible
0.00%

Bond Characteristics

MetricValueCategory Average
DurationN/AN/A
MaturityN/AN/A
Credit QualityN/AN/A

Equity Metrics

MetricValueCategory Average
Price/EarningsN/AN/A
Price/BookN/AN/A
Price/SalesN/AN/A
Price/CashflowN/AN/A
Median Market CapN/AN/A
3 Year Earnings GrowthN/AN/A

Additional Information

Benchmark
N/A
Fund Assets
456,3M€
Class Assets
1,2M€
Start Date
12/10/2020
Fund Information
Family: UBP Asset Management (Europe) S.A.
Bond Ratings
US_GOVERNMENT: 0.00%
Legal Notice: The information displayed is for informational purposes only and does not constitute personalized financial advice. Past returns do not guarantee future results. Consider your risk tolerance and investment objectives before making decisions.
UBAM Positive Impact Em Eq AC EUR Acc (LU2051758659) - Detailed Analysis | The Stock Club