Morningstar

UBS International Sustainable Equity Fund Class P2 ESPTX

Morningstar Medalist Rating
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Medalist Rating as of See UBS Investment Hub
  • NAV / 1-Day Return $14.18  /  −0.35 %
  • Fund Size $119.9M
  • Adjusted Expense Ratio 0.250%
  • Net Expense Ratio 0.260%
  • Fee Level: Distribution Low
  • Share Class Type Institutional
  • Morningstar Category Foreign Large Blend
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $25M
  • Investment Status Open
  • TTM Yield 1.74%
  • Turnover Ratio 31%
NAV and 1-Day Return as of

Morningstar’s Analysis ESPTX

Will ESPTX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable ESPTX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the ESPTX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of ESPTX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

UBS International Sustainable Equity P2 holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

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Portfolio Holdings ESPTX

More ESPTX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 27.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

ASML Holding NV

4.02 5M
Technology

Banco Bilbao Vizcaya Argentaria SA

3.01 4M
Financial Services

Mitsubishi UFJ Financial Group Inc

2.99 4M
Financial Services

AIB Group PLC

2.72 3M
Financial Services

AstraZeneca PLC

2.71 3M
Healthcare

Infineon Technologies AG

2.69 3M
Technology

Sony Group Corp

2.39 3M
Technology

Ssc Government Mm Gvmxx

2.36 3M
Cash and Equivalents

Legal & General Group PLC

2.19 3M
Financial Services

Nestle SA

2.17 3M
Consumer Defensive

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