基本資料

投資策略

子基金資產淨值的至少70%將投資於投資策略（即集體投資計劃及／或直接投資），當中有關策略乃(i)(a)根據符合金融服務行業可持續性相關披露條例（通常稱為「SFDR」）第8條，提倡當中環境(E)及／或社會(S)因素（或視為符合同等條件者）；或(b)以可持續投資為目標，並符合 SFDR 第9條的規定或以減少碳排放作為目標（例如，符合 SFDR 第9條，投資於溫室氣體目標低於相關投資策略業績基準且符合《巴黎協定》的公司，或視為符合同等條件者）；以及(ii)符合下文所述投資組合經理的可持續性重點策略。

基金經理人

• Gottschalk Robin
• 資歷 1年(2025-03-31 至今)

• Hammar Daniel
• 資歷 4年(2021-07-31 至今)

• Kramer Roland
• 資歷 10年(2015-12-01 至今)

• Roland Kramer is a Portfolio Manager in the Investment Solutions team, based in Zurich. His management duties also extend to UBS Strategy Funds, one of Europe’s largest asset allocation family of funds, and to currency overlay mandates for very large pension funds. Roland joined UBS Global Asset Management in September 2013. Prior to this, he worked for UBS Investment Bank in Zurich as a fixed income trader, where he was responsible for the structured fixed income book. Before this, he started as trader assistant with the UBS Investment Bank on the fixed income trading desk in Zurich and Hong Kong. Roland earned the professional designation of Chartered Alternative Investment Analyst (CAIA®) in 2014.

基金費用

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