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 environment, social and corporate governance matters. To fulfil our responsibility as a fund service platform, Universal Investment considers sustainability risks in advance of investment decisions. On a fund-specific basis, the consideration of principal adverse impacts may be part of the investment strategy. 

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.

No consideration of adverse impacts of investment decisions on sustainability factors

Investment decisions may have adverse impacts on sustainability factors. Universal-Investment-Luxembourg S.A. does not consider the adverse impacts of its investment decisions on sustainability factors at entity level since 1 January 2023 and discloses the reasons for this in the statement below.

Note: Previous versions of the statement may differ from the current version in terms of the reference period, the scope of funds covered and methodological assumptions. For assessment purposes, the currently published version is authoritative.

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-Luxembourg S.A. takes the protection of your personal data very seriously.

If you have any questions or complaints, please do not hesitate to contact our data protection officer at any time:

Universal-Investment-Luxembourg S.A. 
Group Data Protection Officer
15, rue de Flaxweiler
L-6776 Grevenmacher

E-mail: dataprotection@universal-investment.com

Information on the handling of data on this website can be found here.