About ESPTX
The UBS International Sustainable Equity Fund Class P2 is an institutional mutual fund that focuses on achieving total return—comprising both capital appreciation and current income—by investing primarily in the equity securities of companies outside the United States. This fund typically allocates at least 80% of its assets to international equities, with up to 35% permitted in U.S. securities, and holds positions across both developed and emerging markets. Its portfolio spans diverse industries, featuring notable holdings in technology, financial services, healthcare, consumer defensive, and energy sectors, with companies such as Sony Group Corp, Unilever PLC, and AstraZeneca PLC among its top investments.
A defining characteristic of the fund is its sustainable investment approach, applying exclusionary screens to avoid companies or sectors involved in controversial activities with negative social or environmental impacts—such as certain weapons, coal power generation, and unsustainable resource extraction. The fund maintains a broad geographic and sector diversification strategy while actively managing exposures based on global economic trends. Designed for large institutional investors, the fund’s minimum investment is notably high, and it features a relatively low expense ratio. Its role in the market is to provide investors with diversified, sustainability-oriented exposure to international large-cap equities, balancing growth potential with a commitment to responsible investing.
Fund Family UBS Asset Management
Category Foreign Large Blend
Performance Rating Average
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol ESPTX
Share Class Class P2
Index MSCI AC World ex USA NR USD
ESPTX had a total return of 17.52% in the past year, including dividends. Since the fund's
inception, the average annual return has been 11.27%.
