Sustainability Reporting

To monitor the achievement of our goals, we regularly report on the sustainability of our investment activities and our funds. The latest annual reports are collected below.

Sustainability Report 2023

United Bankers published its 2023 Sustainability Report as part of its Annual Report on 29 February 2024. The reporting framework is based on the sustainability reporting standards defined by the Global Reporting Initiative (GRI). Read the Sustainability Report »

Prior Sustainability Reports

Sustainability Report 2022 »

Sustainability reports of United Bankers funds

The sustainability report for each of United Bankers' funds is available on the webpage for each fund.
An aggregated list of the funds: https://www.unitedbankers.com/funds »

OUR PARTNERS IN MEASURING AND REPORTING ON SUSTAINABILITY

Fund investments always involve financial risk. The value of the investment made in the fund may increase or decrease and investor may lose part or all of the invested capital. The expected return on the fund may not be achieved. Historical performance cannot be used to reliably predict future returns of the fund. Before making any investment decisions investors shall get acquainted with the funds’ fund prospectuses, key information documents, fund rules and price information that are available at http://www.unitedbankers.com/.

The matters and information presented in this report are based on sources deemed reliable by the United Bankers Group and on its own assessments. This does not, however, rule out the possibility of error and of the incompleteness of information. The information underlying the conclusions is subject to rapid changes and the United Bankers Group may alter its view without any additional notice. The United Bankers Group or its partners or any of its employees shall not be liable for any damage resulting from the use of the report. Any information obtained through the presentation should not be construed as an offer to buy or sell a financial instrument or any other invitation to invest. In making investment decisions or taking action, the reader should base them on his or her own assessment of the investment and the risks involved. UB's funds are managed by UB Fund Management Ltd. The portfolio management of the funds is outsourced to UB Asset Management Ltd.