UBS
IE000XN05VU8
IE000XN05VU8
UBS MSCI Australia Universal UCITS ETF AUD acc
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About this ETF

The UBS MSCI Australia Universal UCITS ETF AUD acc seeks to track the MSCI Australia Universal Low Carbon Select 5% Issuer Capped index. The MSCI Australia Universal Low Carbon Select 5% Issuer Capped index tracks Australian large and mid-cap securities. Companies with a robust ESG profile and a positive trend towards improving this profile are weighted stronger in the index. The parent index is the MSCI Australia.

TER
0.43%

Total Expense Ratio per year

Fund Size
€53.28M

Assets under management

Holdings
41

Underlying equities

Dividend Yield
-

Accumulating

Fundamentals & Estimates

Weighted valuation multiples and analyst forecasts

Valuation Multiples
Weighted P/E
20.71
Weighted Fwd P/E
18.65
💰 Revenue Estimates
Current Year CY
+5.71% ⌀ 12 Analysts Coverage
Next Year NY
+5.61% ⌀ 12 Analysts Coverage
📈 EPS Estimates (Earnings Per Share)
Current Year CY
+12.11% ⌀ 12 Analysts Coverage
Next Year NY
+10.65% ⌀ 12 Analysts Coverage

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ETF Profile
Provider
UBS
UBS
Fund Type
ETF
Inception Date
04/20/2023 (3 yrs)
Index Group
-
Index
-
Region
-
Country
Australia
Sector
-
Distribution Policy
Accumulating
Replication
Full replication
Sustainable
Yes

🛡️ Risk & Structural Analysis

Multi-Factor Risk Model & Market Data

—
68/100 Moderate
Diversification Score
68/100 Moderate
3Y Volatility
-
Max Drawdown (3Y)
-
Sharpe Ratio (3Y)
-
Notes & Warnings
Fund Volume (AUM) Solid fund volume
🟡 Moderate analyst coverage (12.2 analysts)
⚠️ Elevated top 10 holdings concentration: 48% of fund in top 10 positions.
⚠️ Sector concentration: 37% in "Financial Services".
⚠️ Elevated Commodity Sensitivity: 15% of fund depends directly on energy and raw material prices (oil, metals, basic materials).
⚠️ Elevated Economic Cyclicality: 53% in cyclical industries – more vulnerable to economic downturns.
⚠️ Elevated Interest Rate Sensitivity: 59% in rate-sensitive or leverage-heavy industries (real estate, banks, utilities).
⚠️ Elevated Regulatory & Policy Risk: 61% in heavily regulated industries (defense, regulated utilities, healthcare policy).
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