ESPTX – UBS International Sustainable Equity P2 Investment Strategy | Morningstar

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Strategy

The investment seeks to maximize total return, consisting of capital appreciation and current income by investing primarily in the equity securities of non-U.S. issuers. The fund invests at least 80% of its net assets (plus borrowings for investment purposes, if any) in equity securities. Under normal market conditions, the fund invests primarily (at least 65% of its total assets) in issuers organized or having their principal place of business outside the United States or doing a substantial amount of business outside the United States. Up to 35% of the fund's assets may be invested in U.S. equity securities.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
BNUEX	UBS International Sustainable Equity Fund Class P	Institutional	Open			Aug 31, 1993	$72.24M	1.000%	High	$2M	−$48.27M
ESPTX	UBS International Sustainable Equity Fund Class P2	Institutional	Open			Oct 30, 2020	$42.46M	0.250%	Low	$25M	−$9.58M
BNIEX	UBS International Sustainable Equity Fund Class A	Front Load	Open			Jun 30, 1997	$3.82M	1.250%	Above Average	$1,000	−$561,196.52

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