IE000XN05VU8
IE000XN05VU8
UBS MSCI Australia Universal UCITS ETF AUD acc
Loading chart...
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
Related ETFs
Amundi S&P Eurozone Climate Paris Aligned UCITS ETF Dist
26.62 EUR
TER 0.14% 1Y +6.6%
Amundi S&P Eurozone Climate Paris Aligned UCITS ETF Acc
41.35 EUR
TER 0.2% 1Y +8.6%
Amundi MSCI Europe ESG Broad Transition UCITS ETF DR - EUR (D)
14.69 EUR
TER 0.12%
ETF Profile
Provider
Fund Type
ETF Type
Passive Inception Date
04/20/2023 (3 yrs)
Index Group
-
Index
-
Region
-
Country
Australia Sector
-
Strategy
Social / Environmental Theme
Climate_Change Distribution Policy
Accumulating Replication
Full replication Sustainable
Yes 🛡️ Risk & Structural Analysis
Multi-Factor Risk Model & Market Data
—
Diversification Score: 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).