LU1273642816
LU1273642816
UBS MSCI EMU Socially Responsible UCITS ETF hCHF acc
Loading chart...
About this ETF
The UBS MSCI EMU Socially Responsible UCITS ETF hCHF acc seeks to track the MSCI EMU SRI Low Carbon Select 5% Issuer Capped (CHF Hedged) index. The MSCI EMU SRI Low Carbon Select 5% Issuer Capped (CHF Hedged) index tracks eurozone equity market performance considering only companies with very 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%. Currency hedged to Swiss Francs (CHF).
TER
0.23%
Total Expense Ratio per year
Fund Size
€42.86M
Assets under management
Holdings
65
Underlying equities
Dividend Yield
0%
Accumulating
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
Amundi S&P Eurozone Climate Paris Aligned UCITS ETF Acc
41.35 EUR
TER 0.2% 1Y +8.6%
Amundi S&P Eurozone Climate Paris Aligned UCITS ETF Dist
26.62 EUR
TER 0.14% 1Y +6.6%
Amundi MSCI Europe ESG Broad Transition UCITS ETF DR - EUR (D)
14.69 EUR
TER 0.12%
Amundi MSCI Europe ESG Broad Transition UCITS ETF DR - EUR (C)
433.75 EUR
TER 0.12% 1Y +11.7%
Amundi MSCI Europe ESG Broad Transition UCITS ETF EUR Hedged Acc (C)
25.38 EUR
TER 0.14% 1Y +10.1%
ETF Profile
Provider
Fund Type
ETF Type
Passive Inception Date
11/24/2015 (10 yrs)
Index Group
-
Index
-
Region
Europe Country
-
Sector
-
Strategy
Social / Environmental Theme
Climate_Change Distribution Policy
Accumulating 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
16.5% p.a.
Max Drawdown (5Y)
-26.9%
Sharpe Ratio (5Y)
0.08
Beta Factor
0.00
Notes & Warnings
Fund Volume (AUM) ⚠️ Fund closure risk (< 50M € AUM)
⚠️ Fund closure risk (< 50M € 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).