LU0629460089
LU0629460089
UBS MSCI USA Socially Responsible UCITS ETF USD dis
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About this ETF
The UBS MSCI USA Socially Responsible UCITS ETF USD dis seeks to track the MSCI USA SRI Low Carbon Select 5% Issuer Capped index. The MSCI USA SRI Low Carbon Select 5% Issuer Capped index tracks the US equity market performance considering only 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. Companies that generate significant portions of their revenues in non-sustainable activities are excluded. The weight of each company is capped to 5%.
TER
0.22%
Total Expense Ratio per year
Fund Size
€736.21M
Assets under management
Holdings
169
Underlying equities
Dividend Yield
-
Distributing
Fundamentals & Estimates
Weighted valuation multiples and analyst forecasts
Valuation Multiples
Weighted P/E
28.91
Weighted Fwd P/E
19.75
💰 Revenue Estimates
Current Year CY
+22.31% ⌀ 29 Analysts Coverage
Next Year NY
+19.87% ⌀ 30 Analysts Coverage
📈 EPS Estimates (Earnings Per Share)
Current Year CY
+27.74% ⌀ 30 Analysts Coverage
Next Year NY
+54.14% ⌀ 29 Analysts Coverage
Related ETFs
ETF Profile
Provider
Fund Type
ETF Type
Passive Inception Date
08/18/2011 (15 yrs)
Index Group
MSCI USA Region
-
Country
United States Sector
-
Strategy
Social / Environmental Theme
Climate_Change Distribution Policy
Distributing Replication
Full replication Sustainable
Yes 🛡️ Risk & Structural Analysis
Multi-Factor Risk Model & Market Data
5/7 Elevated
Diversification Score: 68/100 Moderate
Diversification Score
68/100 Moderate
5Y Volatility
19.2% p.a.
Max Drawdown (5Y)
-25.1%
Sharpe Ratio (5Y)
0.43
Notes & Warnings
Fund Volume (AUM) 🟢 Established large fund (> 500M € AUM)
⚠️ Sector concentration: 42% in "Technology".