LU0629460675
LU0629460675
UBS MSCI EMU Socially Responsible UCITS ETF EUR dis
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About this ETF
The UBS MSCI EMU Socially Responsible UCITS ETF EUR dis seeks to track the MSCI EMU SRI Low Carbon Select 5% Issuer Capped index. The MSCI EMU SRI Low Carbon Select 5% Issuer Capped index tracks securities from Eurozone countries. Only companies with very high ESG (Environmental, Social and Governance) ratings, relative to their sector peers, are included. The weight of each company is capped to 5%.
TER
0.2%
Total Expense Ratio per year
Fund Size
€786.86M
Assets under management
Holdings
65
Underlying equities
Dividend Yield
-
Distributing
Fundamentals & Estimates
Weighted valuation multiples and analyst forecasts
Valuation Multiples
Weighted P/E
16.94
Weighted Fwd P/E
14.11
💰 Revenue Estimates
Current Year CY
+9.91% ⌀ 18 Analysts Coverage
Next Year NY
+8.71% ⌀ 18 Analysts Coverage
📈 EPS Estimates (Earnings Per Share)
Current Year CY
+17.94% ⌀ 17 Analysts Coverage
Next Year NY
+15.44% ⌀ 17 Analysts Coverage
Related ETFs
Xtrackers MSCI EMU Climate Transition UCITS ETF 1C
49.99 EUR
TER 0.12% 1Y +11.2%
ETF Profile
Provider
Fund Type
ETF Type
Passive Inception Date
08/18/2011 (15 yrs)
Index Group
MSCI EMU Region
Europe Country
-
Sector
-
Strategy
Social / Environmental Theme
Climate_Change Distribution Policy
Distributing Replication
Full replication Sustainable
Yes 🛡️ Risk & Structural Analysis
Multi-Factor Risk Model & Market Data
5/7 Elevated
Diversification Score: 68/100 Moderate
Diversification Score
68/100 Moderate
5Y Volatility
16.1% p.a.
Max Drawdown (5Y)
-28.7%
Sharpe Ratio (5Y)
0.08
Notes & Warnings
Fund Volume (AUM) 🟢 Established large fund (> 500M € AUM)
🟡 Moderate analyst coverage (16.7 analysts)
⚠️ Elevated Interest Rate Sensitivity: 36% in rate-sensitive or leverage-heavy industries (real estate, banks, utilities).
⚠️ Elevated Regulatory & Policy Risk: 39% in heavily regulated industries (defense, regulated utilities, healthcare policy).