About UEIPX
UBS Engage For Impact Fund Class P is a globally diversified, actively managed mutual fund with a focus on large-cap equities. Its primary objective is to maximize total return, combining capital appreciation and current income by investing in equity securities—including dividend-paying stocks, common and preferred shares—of companies located worldwide. The fund emphasizes impact investing: it targets firms that support the United Nations Sustainable Development Goals (UN SDGs), channeling capital toward businesses advancing environmental and social causes such as clean energy, water, sanitation, food security, and healthcare.
The portfolio typically spans a broad array of sectors, with significant allocations in technology, healthcare, consumer defensive, and financial services. Notable holdings include Broadcom, Danone, Alcon, AstraZeneca, and Autodesk, reflecting a blend of developed and emerging market exposure.
UBS Engage For Impact Fund Class P is categorized under the Global Large-Stock Blend group and serves institutional investors, with a minimum initial investment of $2 million. The fund’s role in the market is to provide access to global impact-oriented equities while incorporating environmental, social, and governance (ESG) analysis into its investment decision process.
Fund Family UBS Asset Management
Category World Large-Stock Blend
Performance Rating Below Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol UEIPX
Share Class Class P
Index MSCI AC World NR USD
UEIPX had a total return of 19.01% in the past year, including dividends. Since the fund's
inception, the average annual return has been 9.77%.
