LU1169830368
LU1169830368
UBS MSCI Switzerland 20/35 UCITS ETF hUSD acc
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About this ETF
The UBS MSCI Switzerland 20/35 UCITS ETF hUSD acc seeks to track the MSCI Switzerland 20/35 (USD Hedged) index. The MSCI Switzerland 20/35 (USD Hedged) index tracks leading stocks on the Swiss market. Currency hedged to US-Dollar (USD). The imbedded 20/35 rule limits the weight of the largest company to 35% and all other companies to maximum 20%.
TER
0.23%
Total Expense Ratio per year
Fund Size
€88.01M
Assets under management
Holdings
39
Underlying equities
Dividend Yield
-
Accumulating
Fundamentals & Estimates
Weighted valuation multiples and analyst forecasts
Valuation Multiples
Weighted P/E
24.38
Weighted Fwd P/E
15.57
💰 Revenue Estimates
Current Year CY
+7.09% ⌀ 16 Analysts Coverage
Next Year NY
+6.16% ⌀ 16 Analysts Coverage
📈 EPS Estimates (Earnings Per Share)
Current Year CY
+40.21% ⌀ 16 Analysts Coverage
Next Year NY
+12.98% ⌀ 16 Analysts Coverage
Related ETFs
ETF Profile
Provider
Fund Type
ETF Type
Passive Inception Date
06/24/2020 (6 yrs)
Index Group
MSCI Switzerland Region
-
Country
Switzerland Sector
-
Strategy
-
Theme
-
Distribution Policy
Accumulating Replication
Full replication Sustainable
No 🛡️ Risk & Structural Analysis
Multi-Factor Risk Model & Market Data
—
Diversification Score: 48/100 Moderate
Diversification Score
48/100 Moderate
3Y Volatility
-
Max Drawdown (3Y)
-
Sharpe Ratio (3Y)
-
Notes & Warnings
Fund Volume (AUM) Solid fund volume
🟡 Moderate analyst coverage (16.3 analysts)
🔴 Extreme top 10 holdings concentration: 75% of fund in top 10 positions.
🔴 High single-country risk: 100% of portfolio in "Switzerland".
⚠️ Sector concentration: 38% in "Healthcare".
⚠️ Elevated Regulatory & Policy Risk: 59% in heavily regulated industries (defense, regulated utilities, healthcare policy).