UB’s renewed ESG reports have been published for all equity and fixed income funds

UB has published brand new ESG reports to strengthen regular fund reporting. In the future, investors can monitor the sustainability development of each fund on a quarterly basis.


The ESG reports provide key information on fund sustainability metrics and operating principles. In more detail, the reports include data on fund sustainability and climate risks, carbon footprint, and estimated impacts on the United Nations Sustainable Development Goals (SDGs). The reports also contain information on the Principal Adverse Impact (PAI) indicators on the negative impacts on environmental and social characteristics directly or indirectly caused by investments in accordance with EU regulation.


Fund sustainability data is based on the ESG databases by Sustainalytics, a leading ESG analytics company maintaining and developing a global ESG database, and Morningstar.


Renewed ESG reports can be downloaded from the Documents section for all funds.


Check out your fund’s ESG stats