UBAM Positive Impact Equity is the first listed equity fund launched by UBP under an impact investment mandate – we have had an influence on the strategy’s development over the last 18M since its infancy.
It is a high-conviction, bottom up listed equity strategy focusing on the European market and targeting the ‘fixers’ to sustainability challenges, focusing on products/services impact. The strategy interprets the UN SDGs into actionable foci for investment, resulting in the six investable themes: Basic needs, Health and wellbeing, Inclusive & Fair economies, Healthy ecosystems, Climate stability, and Sustainable communities. The fund managers believe that only a strong, ambitious impact investment approach can help capitalise effectively on these pressing world needs and create superior returns while maximising positive impact. The fund’s investment process is market-leading through its emphasis on systematic engagement throughout, thorough impact assessments and focus on impact measurement. The team takes a long-term view on investment, as only this allows effective engagement and reaping the return benefits of the structural trends underlying the sustainable investment themes.