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UBAM Positive Impact Equity - Rating Retained

Posted @ 12/02/2024 09:00 Posted in Ratings Roundup

In February 2024, UBP have announced that senior portfolio manager Rupert Welchman, who has been co-managing the UBAM Positive Impact Equity fund, is leaving the group in April this year.

Portfolio managers Charlie Anniss and Adrien Cambonie will continue being involved in the strategy, essentially co-managing the fund. Mr Anniss joined the group in 2016 with 15 years of investment experience from M&G Investments where he managed the European Smaller Companies fund as well as other strategies whilst Mr Cambonie joined the Positive Impact team as an analyst in 2018 and is co-manager of the Biodiversity Restoration fund.

Despite this news, we believe the team is well resourced and we have a high regard for the strong team-based process underpinning this strategy. We therefore have decided to retain the fund’s Responsible A rating.