UBS
LU1169821029.SG
LU1169821029
UBS MSCI United Kingdom UCITS ETF hEUR dis
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Risk & Diversification Scores

Transparent evaluation of price volatility (SRI) and 4-dimensional portfolio diversification.

Volatility Risk Score
4/7 Moderate
4 / 7 SRI PRIIPs Risk Class

Typical market fluctuations. Suitable for long-term wealth accumulation (3–5+ years horizon).

Volatility (5Y)
—
5-Year Horizon
Max Drawdown (5Y)
—
Deepest Drawdown
Sharpe Ratio
—
Risk / Reward
Rec. Holding Period
3 - 5+ Years
Investment Horizon
Balanced / Moderate: Score Basis:
Diversification Score
High Concentration (> 50%)
68 / 100 Portfolio Diversification
4 Dimensions: Holdings (30%) • Sectors (25%) • Industries (25%) • Regions (20%)

High concentration risk: A few heavyweights drive the majority of fund value.

Top 10 Holdings
52.6%
Focused
Effective Holdings
~31
of 62 holdings
Top Sector
27.7%
Financial Services
Top Region / Country
95.1%
United Kingdom
Elevated concentration in top individual holdings, leading sectors, or key regions.

Multi-Horizon Risk & Performance Matrix

Historical volatility, drawdowns, and risk-adjusted return across 1, 3, 5, and 10 years.

Timeframe
Volatility (p.a.)
Max Drawdown
Sharpe Ratio
Return (p.a.)
1 Year — — — —
3 Years — — — —
5 Years — — — —
10 Years — — — —

Notes & Warnings

🟢 Favorable / fair valuation: Avg P/E of 15.5
⚠️ Fund closure risk (< 50M € AUM)
🟡 Moderate analyst coverage (15.6 analysts)
⚠️ Elevated top 10 holdings concentration: 53% of fund in top 10 positions.
🔴 High single-country risk: 95% of portfolio in "United Kingdom".
⚠️ Elevated Commodity Sensitivity: 20% of fund depends directly on energy and raw material prices (oil, metals, basic materials).
⚠️ Elevated Economic Cyclicality: 54% in cyclical industries – more vulnerable to economic downturns.
⚠️ Elevated Regulatory & Policy Risk: 75% in heavily regulated industries (defense, regulated utilities, healthcare policy).
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