As a fully licensed Irish UCITS management company and AIFM Universal-Investment Ireland is regulated and supervised by the Central Bank of Ireland.

We provide you with the corporate regulatory disclosures of Universal Investment Ireland:

Shareholder engagement policy 

Website data protection notice

Remuneration policy

General data protection notice

Complaint Handling Procedure

Sustainability disclosures

The European Union (EU) created the EU Action Plan on Financing Sustainable Growth in order to achieve the energy and climate targets set in the Agenda 2030. The Financial Services sector is essential for achieving the sustainability goals, as well as for sustainable development.

Investment decisions have an impact on the environmental, social and corporate governance matters. To fulfill our responsibility as a fund service platform, Universal-Investment considers sustainability risks in advance of investment decisions as well as negative sustainability impacts caused by investments.

The EU Action Plan on Financing Sustainable Growth has given rise, inter alia, to Regulation (EU) 2019/2088 of the European Parliament and of the Council of 27 November 2019 on sustainability-related disclosure in the financial services sector ("Disclosure Regulation"). Universal-Investment publishes the following documents within the meaning of the Disclosure Regulation.

Policies on the Integration of Sustainability Risk

In accordance with Article 3 of the Disclosure Regulation Universal-Investment discloses how sustainability risks are dealt with in Universal-Investment's investment decisions. Sustainability risk means an environmental, social or governance event or condition that, if it occurs, could cause a negative material impact on the value of an investment.

Information on Adverse Sustainability Impacts

Principle Adverse Impacts (PAI) are potential adverse effects of investment decisions on sustainability factors. Sustainability factors are environmental, social and employee matters, respect for human rights, anti‐corruption and anti‐bribery matters. In accordance with Article 4, paragraph 1, section a of the Disclosure Regulation, Universal-Investment takes a position on the consideration and management of adverse sustainability impacts and discloses the activities and due diligence strategies on this matter.

Remuneration Policy 

In accordance with Article 5 of the Disclosure Regulation, Universal-Investment discloses in the remuneration policy information on how the policy is consistent with the integration of sustainability risks.

Please find all fund related regulation information and documents in our fund finder.

Universal-Investment Ireland Fund Management Limited, trading as Universal-Investment Ireland, is regulated by the Central Bank of Ireland and is a private company limited by shares registered in Ireland with company number 220548 and having its registered office at Kilmore House, Spencer Dock, North Wall Quay, Dublin 1, D01 YE64, Ireland.