About BNIEX
UBS International Sustainable Equity Fund Class A is an open-end mutual fund that focuses on sustainable investing by targeting equity securities of companies based outside the United States. Its primary purpose is to maximize total return through a combination of capital appreciation and current income, catering to investors seeking international diversification with an emphasis on environmental, social, and governance (ESG) criteria. The fund predominantly invests in a blend of large-cap stocks from developed and, to a lesser extent, emerging markets, spanning a variety of sectors including technology, financial services, healthcare, consumer defensive, and energy. Notable holdings include global leaders such as Sony Group Corp, London Stock Exchange Group, and Unilever PLC, with the top ten holdings comprising a significant portion of the portfolio. The fund is managed by UBS Asset Management, aiming to balance long-term growth potential with sustainable business practices. It plays a key role in the market by enabling access to responsible international equity opportunities and promoting sustainable investing principles within a diversified fund structure.
Fund Family UBS Asset Management
Category Foreign Large Blend
Performance Rating Below Average
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol BNIEX
Share Class Class A
Index MSCI AC World ex USA NR USD
BNIEX had a total return of 16.33% in the past year, including dividends. Since the fund's
inception, the average annual return has been 4.69%.
