UBS
AWSRIS.SW
IE00BDR55F85
UBS MSCI ACWI Socially Responsible UCITS ETF hCHF acc
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About this ETF

The UBS MSCI ACWI Socially Responsible UCITS ETF hCHF acc seeks to track the MSCI ACWI SRI Low Carbon Select 5% Issuer Capped (CHF Hedged) index. The MSCI ACWI SRI Low Carbon Select 5% Issuer Capped (CHF Hedged) index tracks companies from developed and emerging markets worldwide. The index only considers companies with high Environmental, Social and Governance (ESG) ratings relative to their sector peers, to ensure the inclusion of the best of class companies from an ESG perspective. The weight of each company is capped to 5%. Developed markets currency hedged to Swiss Francs (CHF).

TER
0.28%

Total Expense Ratio per year

Fund Size
€486.12M

Assets under management

Holdings
543

Underlying equities

Dividend Yield
0%

Accumulating

Fundamentals & Estimates

Weighted valuation multiples and analyst forecasts

Valuation Multiples
Weighted P/E
24.57
Weighted Fwd P/E
18.33
💰 Revenue Estimates
Current Year CY
+22.14% ⌀ 26 Analysts Coverage
Next Year NY
+19.42% ⌀ 27 Analysts Coverage
📈 EPS Estimates (Earnings Per Share)
Current Year CY
+32.96% ⌀ 26 Analysts Coverage
Next Year NY
+47.24% ⌀ 26 Analysts Coverage

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ETF Profile
Provider
UBS
UBS
Fund Type
ETF
Inception Date
12/20/2017 (8 yrs)
Index Group
-
Index
-
Region
World
Country
-
Sector
-
Distribution Policy
Accumulating
Replication
Full replication
Sustainable
Yes

🛡️ Risk & Structural Analysis

Multi-Factor Risk Model & Market Data

5/7 Elevated
89/100 High (Broad Diversification)
Diversification Score
89/100 High (Broad Diversification)
5Y Volatility
16.8% p.a.
Max Drawdown (5Y)
-29.9%
Sharpe Ratio (5Y)
0.32
Beta Factor
0.00
Notes & Warnings
Fund Volume (AUM) Solid fund volume
⚠️ Sector concentration: 37% in "Technology".
ℹ️ Tech-Capex Exposure: 31% in semiconductors & hardware – dependent on hyperscaler capex cycles.
⚠️ Elevated Regulatory & Policy Risk: 36% in heavily regulated industries (defense, regulated utilities, healthcare policy).
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