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OVERLAYS
Fund
Benchmark
3Y · NAV total return · GBP
UBS Life Climate Aware World Equity Fund A: holdings, performance and fees
1Y return+22.7%
3Y return+67.7%
5Y return+78.8%
Top 10 holdings
| Holding | Weight |
|---|---|
| NVIDIA CORPORATION | 5.1% |
| APPLE INC. | 4.5% |
| ALPHABET INC. | 4.1% |
| MICROSOFT CORPORATION | 3.1% |
| AMAZON.COM, INC. | 2.5% |
| BROADCOM INC | 1.9% |
| TESLA, INC. | 1.3% |
| MICRON TECHNOLOGY, INC. | 1.3% |
| META PLATFORMS, INC. | 1.2% |
| SAMSUNG ELECTRONICS CO., LTD | 1.1% |
Top sectors
- Information Technology31.9%
- Financials15.2%
- Industrials13.9%
- Consumer Discretionary8.8%
- Health Care8.3%
Top countries
- USA67.7%
- Others8.5%
- Japan6.4%
- Canada3.2%
- Republic of Korea3.2%
Holdings, sector and country weightings and performance as reported by FE fundinfo. Weightings are a percentage of the portfolio and may not sum to 100.
AI FORECAST · 12-MONTH
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This is an illustrative, model-generated scenario based on stated assumptions. It is not a prediction, a forecast of actual returns, or investment advice. Outcomes may differ materially. Past performance is not a guide to future returns. Capital is at risk.
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