UBS
ESREUA.MI
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

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ETF Profile
Provider
UBS
UBS
Fund Type
ETF
Inception Date
08/18/2011 (15 yrs)
Index Group
MSCI EMU
Region
Europe
Country
-
Sector
-
Distribution Policy
Distributing
Replication
Full replication
Sustainable
Yes

🛡️ Risk & Structural Analysis

Multi-Factor Risk Model & Market Data

5/7 Elevated
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).
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