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Market Performance
Stock returned +10.0% over the past year, broadly in line with market conditions.What is UBS (Irl) ETF plc – MSCI World Socially Responsible UCITS ETF (hedged to GBP) A-dis?
The investment policy of the Fund is to seek to track the performance of the MSCI World SRI Low Carbon Select 5% Issuer Capped Index, (or any other index determined by the Directors from time to time to track substantially the same market as the MSCI World SRI Low Carbon Select 5% Issuer Capped Index and which is considered by the Directors to be an appropriate index for the Fund to track, in accordance with the Prospectus (the Index)), as closely as possible, while seeking to minimise as far as possible the difference in performance between the Fund and the Index.
SRWG · Verdict
Moderate reward · moderate risk
SRWG leads on volatility with the rest of the factors in line with peers.
Based on 38% data coverage
SRWG · Verdict
What’s working & what to watch
Strengths 1
- Volatility95/100
Top decile vs peers
Model-based scoring. For information only — not financial advice.
What is UBS (Irl) ETF plc – MSCI World Socially Responsible UCITS ETF (hedged to GBP) A-dis?
The investment policy of the Fund is to seek to track the performance of the MSCI World SRI Low Carbon Select 5% Issuer Capped Index, (or any other index determined by the Directors from time to time to track substantially the same market as the MSCI World SRI Low Carbon Select 5% Issuer Capped Index and which is considered by the Directors to be an appropriate index for the Fund to track, in accordance with the Prospectus (the Index)), as closely as possible, while seeking to minimise as far as possible the difference in performance between the Fund and the Index. The company is listed on the LSE in UK.
Financial Highlights
Investment Breakdown
Analysis
Reward: Moderate (52)The scoring profile indicates limited reward potential at this time, with valuation and growth offering the most support. Risk indicators are moderate, consistent with typical market exposure.
For informational purposes only. Not financial advice.