IE000S9T0WR9
IE000S9T0WR9
UBS Factor MSCI USA Quality Screened UCITS ETF hCHF acc
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About this ETF
The UBS Factor MSCI USA Quality Screened UCITS ETF hCHF acc seeks to track the MSCI USA Quality ESG Low Carbon Select (CHF Hedged) index. The MSCI USA Quality ESG Low Carbon Select (CHF Hedged) index tracks US stocks which are selected according to the quality factor strategy and ESG criteria (environmental, social and corporate governance). The parent index is the MSCI USA index. Currency hedged to Swiss Francs (CHF).
TER
0.28%
Total Expense Ratio per year
Fund Size
€40.66M
Assets under management
Holdings
100
Underlying equities
Dividend Yield
0%
Accumulating
Fundamentals & Estimates
Weighted valuation multiples and analyst forecasts
Valuation Multiples
Weighted P/E
29.56
Weighted Fwd P/E
20.48
💰 Revenue Estimates
Current Year CY
+23.92% ⌀ 30 Analysts Coverage
Next Year NY
+17.65% ⌀ 30 Analysts Coverage
📈 EPS Estimates (Earnings Per Share)
Current Year CY
+24.52% ⌀ 29 Analysts Coverage
Next Year NY
+84.62% ⌀ 29 Analysts Coverage
Related ETFs
ETF Profile
Provider
Fund Type
ETF Type
Passive Inception Date
04/25/2023 (3 yrs)
Index Group
MSCI USA Region
-
Country
United States Sector
-
Strategy
Fundamental 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
3Y Volatility
17.8% p.a.
Max Drawdown (3Y)
-21.6%
Sharpe Ratio (3Y)
0.82
Beta Factor
0.00
Notes & Warnings
Fund Volume (AUM) ⚠️ Fund closure risk (< 50M € AUM)
⚠️ Fund closure risk (< 50M € AUM)
⚠️ Elevated top 10 holdings concentration: 45% of fund in top 10 positions.
⚠️ Sector concentration: 50% in "Technology".
ℹ️ Tech-Capex Exposure: 33% in semiconductors & hardware – dependent on hyperscaler capex cycles.