IE000TGK2UK9
IE000TGK2UK9
UBS Global Equity Income Plus UCITS ETF USD dis
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About this ETF
The ETF tracks the performance of stocks from developed and emerging markets worldwide. The ETF focuses on income. The income is generated from dividend payments, share buybacks and premiums from the sale of call options. The ETF seeks to generate a higher return than the MSCI World index. The stocks included are filtered according to ESG criteria (environmental, social and corporate governance).
TER
0.3%
Total Expense Ratio per year
Fund Size
€6.7M
Assets under management
Holdings
10
Underlying equities
Dividend Yield
-
Distributing
Fundamentals & Estimates
Weighted valuation multiples and analyst forecasts
Valuation Multiples
Weighted P/E
22.66
Weighted Fwd P/E
15.98
💰 Revenue Estimates
Current Year CY
+26.29% ⌀ 28 Analysts Coverage
Next Year NY
+17% ⌀ 28 Analysts Coverage
📈 EPS Estimates (Earnings Per Share)
Current Year CY
+39.38% ⌀ 28 Analysts Coverage
Next Year NY
+22.66% ⌀ 28 Analysts Coverage
Related ETFs
ETF Profile
Provider
Fund Type
ETF Type
Actively Managed Inception Date
06/23/2026 (3 mos)
Index Group
UBS Global Equity Income Plus Region
World Country
-
Sector
-
Strategy
Covered Call Theme
Alternative_Investments Distribution Policy
Distributing Replication
Full replication Sustainable
Yes 🛡️ Risk & Structural Analysis
Multi-Factor Risk Model & Market Data
—
Diversification Score: 68/100 Moderate
Diversification Score
68/100 Moderate
3Y Volatility
-
Max Drawdown (3Y)
-
Sharpe Ratio (3Y)
-
Beta Factor
0.00
Notes & Warnings
Fund Volume (AUM) ⚠️ Fund closure risk (< 50M € AUM)
⚠️ Fund closure risk (< 50M € AUM)
⚠️ Sector concentration: 48% in "Technology".
⚠️ Elevated Interest Rate Sensitivity: 36% in rate-sensitive or leverage-heavy industries (real estate, banks, utilities).
ℹ️ Tech-Capex Exposure: 39% in semiconductors & hardware – dependent on hyperscaler capex cycles.
⚠️ Elevated Regulatory & Policy Risk: 44% in heavily regulated industries (defense, regulated utilities, healthcare policy).