About EIPTX
UBS Engage For Impact Fund Class P2 is an open-end mutual fund focused on maximizing total return through a blend of capital appreciation and current income. Designed as a global large-stock blend fund, it invests primarily in public equities worldwide and maintains a diversified portfolio across sectors, including technology, healthcare, consumer defensive, and financial services. The fund is actively managed with approximately 48 holdings and a portfolio turnover rate of 28%, offering exposure to leading global companies such as Broadcom Inc., Danone SA, Alcon Inc., and AstraZeneca PLC. Notably, the fund emphasizes impact investing, targeting companies that align with positive social or environmental outcomes. The fund is distinguished by its low expense ratio, placing it among the most cost-effective in its peer group, and is managed as an institutional share class. With total net assets exceeding $51 million as of mid-2024, this fund serves investors seeking global equity exposure with a focus on both financial return and societal impact, reinforcing its role as a bridge between responsible investing and diversified portfolio management.
Fund Family UBS Asset Management
Category World Large-Stock Blend
Performance Rating Below Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol EIPTX
Share Class Class P2
Index MSCI AC World NR USD
EIPTX had a total return of 17.08% in the past year, including dividends. Since the fund's
inception, the average annual return has been 11.24%.
