About BNUEX
UBS International Sustainable Equity Fund Class P is an actively managed mutual fund focusing on maximizing total return—combining capital appreciation and current income—by investing predominantly in equity securities of companies located outside the United States. The fund allocates at least 80% of its assets to non-U.S. equities, with a geographic reach spanning both developed and emerging markets. It can also invest up to 35% of assets in U.S. equities, providing additional diversification. The portfolio includes a mix of dividend-paying securities, common and preferred stocks, as well as real estate investment trusts.
A distinguishing characteristic of this fund is its commitment to sustainable investing practices, seeking to incorporate environmental, social, and governance (ESG) criteria into its selection process. The fund holds a diversified portfolio across sectors such as technology, healthcare, financial services, and consumer goods, with top holdings including multinational firms like Sony Group and Unilever. With a large blend style and an institutional share class, it caters primarily to institutional investors and those seeking broad international equity exposure with an ESG overlay. The fund also has the flexibility to use derivatives for risk management or to gain market exposure, and may participate in initial public offerings under certain conditions.
Fund Family UBS Asset Management
Category Foreign Large Blend
Performance Rating Below Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol BNUEX
Share Class Class P
Index MSCI AC World ex USA NR USD
BNUEX had a total return of 20.23% in the past year, including dividends. Since the fund's
inception, the average annual return has been 5.94%.
