UBAM-Bell US Equity IHC EUR/  LU1704635959  /

The Fund seeks to grow your capital and generate income by investing primarily in growth-oriented US equities or equivalent. The Fund is actively managed, investing at least 80% of its net assets in US companies with a minimum market capitalization of USD 1 billion. This Fund seeks to focus on securities issued by Quality companies that are attractive in terms of their fundamental attributes and potential capital gains across large, mid and small cap segments of the market. The Investment Manager defines Quality companies as companies with an optimal mix of six key factors: high quality management, consistent profitability, strong franchises, financial strength, favorable business drivers and strong Environmental, Social and Governance (ESG) characteristics. The investment strategy will be relatively concentrated and targets long term capital appreciation. The Fund is managed so that the ESG quality score, as measured by MSCI ESG Research, will remain superior to that of the S&P 500 Index (the "Benchmark"). The Fund also promotes a carbon footprint at least 25% lower than the Benchmark. The ESG analysis covers at least 90% of the Fund"s portfolio. The fund uses the Benchmark for performance objective. The Benchmark is not representative of the risk profile of the Fund. The performance of the Fund is likely to be significantly different from that of the Benchmark because the Investment Manager has significant discretion to deviate from its securities and weighting.

The Fund seeks to grow your capital and generate income by investing primarily in growth-oriented US equities or equivalent. The Fund is actively managed, investing at least 80% of its net assets in US companies with a minimum market capitalization of USD 1 billion.