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UBAM Positive Impact Equity Class K - Income (GBP)

Sell:11,846.00p Buy:11,846.00p Change: 5.00p (0.04%)
Prices as at 16 May 2024
Sell:11,846.00p
Buy:11,846.00p
Change: 5.00p (0.04%)
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Invest now
Prices as at 16 May 2024
Sell:11,846.00p
Buy:11,846.00p
Change: 5.00p (0.04%)
Prices as at 16 May 2024
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Invest now
The selling price currently displayed is higher than the buying price. This can occur temporarily for a variety of reasons; shortly before the market opens, after the market closes or because of extraordinary price volatility during the trading day.

Our view on this Fund

This fund does not feature on the Wealth Shortlist of funds our analysts believe have the potential to outperform their peers over the long term. This is not a recommendation to sell; however, if you are thinking of adding to your investments, we believe the Wealth Shortlist is a good place to start. View funds on the Wealth Shortlist »

Our view on the sector

Our view on the sector for this fund is not available.

Performance Analysis

Performance analysis for this fund is not available.

Investment Philosophy

Investment philosophy for this fund is not available.

Process and Portfolio Construction

Process and portfolio construction for this fund are not available.

question mark Manager Track Record Based on HL Quantitative Research

This information is currently unavailable.

Fund Track Record

17/05/19 to 17/05/20 17/05/20 to 17/05/21 17/05/21 to 17/05/22 17/05/22 to 17/05/23 17/05/23 to 17/05/24
Annual return n/a 42.93% -13.89% -1.02% 7.78%

Please remember past performance is not a guide to future returns. Where no data is shown, figures are not available. This information is provided to help you choose your own investments, remember they can fall as well as rise in value so you may not get back the original amount invested.

Information about the fund

Fund manager biography

Manager Name: Rupert Welchman
Manager start date: 28 September 2018
Manager located in: TBC

Rupert joined UBP in 2010 as PM and now has 21 years' investment experience. He was previously a UK equity fund manager and Head of the Global Banks team at Threadneedle. Between UBP and Threadneedle he worked as a fund manager at K.I.A.M. and First State AM. He has License in History at Université de Pierre Mendes and a MA in Medieval History from St. Andrews University.

Manager Name: Victoria Leggett
Manager start date: 28 September 2018
Manager located in: TBC

Victoria joined UBP in 2010 as a portfolio manager and has 16 years of investment experience. She previously worked as a European Equity Analyst at Threadneedle and started her career in Corporate Finance. She achieved a 1st class degree in History and German from the University of Durham.

Data policy - All information should be used for indicative purposes only. You should independently check data before making any investment decision. HL cannot guarantee that the data is accurate or complete, and accepts no responsibility for how it may be used. Benchmark data provided subject to this disclaimer.
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Invest now