UBS
UEFD.AS
LU0671493277
UBS MSCI EMU Small Cap UCITS ETF EUR dis
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About this ETF

The UBS MSCI EMU Small Cap UCITS ETF EUR dis seeks to track the MSCI EMU Small Cap index. The MSCI EMU Small Cap index tracks small cap stocks from countries in the European Economic and Monetary Union.

TER
0.28%

Total Expense Ratio per year

Fund Size
€355.01M

Assets under management

Holdings
367

Underlying equities

Dividend Yield
-

Distributing

Fundamentals & Estimates

Weighted valuation multiples and analyst forecasts

Valuation Multiples
Weighted P/E
0.13
Weighted Fwd P/E
11.71
💰 Revenue Estimates
Current Year CY
+6.71% ⌀ 8 Analysts Coverage
Next Year NY
+8.86% ⌀ 9 Analysts Coverage
📈 EPS Estimates (Earnings Per Share)
Current Year CY
+61.28% ⌀ 7 Analysts Coverage
Next Year NY
+32.01% ⌀ 8 Analysts Coverage

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ETF Profile
Provider
UBS
UBS
Fund Type
ETF
Inception Date
10/17/2011 (14 yrs)
Region
Europe
Country
-
Sector
-
Strategy
Small Cap
Theme
-
Distribution Policy
Distributing
Replication
Full replication
Sustainable
No

🛡️ Risk & Structural Analysis

Multi-Factor Risk Model & Market Data

5/7 Elevated
68/100 Moderate
Diversification Score
68/100 Moderate
5Y Volatility
18.2% p.a.
Max Drawdown (5Y)
-31.3%
Sharpe Ratio (5Y)
0.01
Notes & Warnings
Fund Volume (AUM) Solid fund volume
🔴 Low analyst coverage (7.5 analysts, higher growth estimate uncertainty)
⚠️ Elevated Commodity Sensitivity: 19% of fund depends directly on energy and raw material prices (oil, metals, basic materials).
⚠️ Elevated Economic Cyclicality: 61% in cyclical industries – more vulnerable to economic downturns.
⚠️ Elevated Interest Rate Sensitivity: 37% in rate-sensitive or leverage-heavy industries (real estate, banks, utilities).
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