IE00BK72HT65
IE00BK72HT65
UBS MSCI World Socially Responsible UCITS ETF hCHF acc
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About this ETF
The UBS MSCI World Socially Responsible UCITS ETF hCHF acc seeks to track the MSCI World SRI Low Carbon Select 5% Issuer Capped (CHF Hedged) index. The MSCI World SRI Low Carbon Select 5% Issuer Capped (CHF Hedged) index tracks companies from developed markets worldwide. The index only considers companies with 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
0.22%
Total Expense Ratio per year
Fund Size
€331.1M
Assets under management
Holdings
360
Underlying equities
Dividend Yield
0%
Accumulating
Fundamentals & Estimates
Weighted valuation multiples and analyst forecasts
Valuation Multiples
Weighted P/E
24.85
Weighted Fwd P/E
19.96
💰 Revenue Estimates
Current Year CY
+19.07% ⌀ 26 Analysts Coverage
Next Year NY
+16.49% ⌀ 27 Analysts Coverage
📈 EPS Estimates (Earnings Per Share)
Current Year CY
+30.66% ⌀ 26 Analysts Coverage
Next Year NY
+42.64% ⌀ 26 Analysts Coverage
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ETF Profile
Provider
Fund Type
ETF Type
Passive Inception Date
05/07/2020 (6 yrs)
Index Group
-
Index
-
Region
World 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
7/7 Very High
Diversification Score: 89/100 High (Broad Diversification)
Diversification Score
89/100 High (Broad Diversification)
5Y Volatility
34.6% p.a.
Max Drawdown (5Y)
-72.1%
Sharpe Ratio (5Y)
-0.48
Beta Factor
0.00
Notes & Warnings
Fund Volume (AUM) Solid fund volume
⚠️ Sector concentration: 35% in "Technology".
⚠️ Elevated Regulatory & Policy Risk: 35% in heavily regulated industries (defense, regulated utilities, healthcare policy).
⚠️ Elevated Short-Term Volatility: 3Y volatility (41.6%) is noticeably higher than the 5Y average (34.6%).
🔴 Structurally High Volatility: Above-average fluctuations persist across 5 to 10 years (34.6% p.a.).
⚠️ Historical Stress Test: Maximum peak-to-trough drawdown of -72.1% in the extended horizon.