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SRWG
+0.77 · +4.36%
£18.45 · LSE
UBS (Irl) ETF plc – MSCI World Socially Responsible UCITS ETF (hedged to GBP) A-dis | Other Equity
UBS Fund Management (Ireland) Ltd. · Ireland
AUM:£1.5M
#– of – in Other Equity ETFs
ℹ️
Reward Rating
58
Good
10.66% 1Y return
ℹ️
Risk Rating
45
Moderate
Risk Assessment
ℹ️

Educational tool only – Scores are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

📈 Up 10.7% over the past year, showing positive momentum.

Cost Efficiency

💰 Ongoing charge of 0.22% — competitive for the exposure provided.

What is SRWG?

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.

Performance Highlights

Investment Breakdown

Positive 1-Year Return
SRWG returned 10.7% over the past year. Historical returns only — past performance is not indicative of future results.
Competitive Ongoing Charge
Ongoing charge of 0.22% — reasonable for the index exposure provided.
Broadly Diversified
Top 10 holdings represent just 27.2% of the ETF — exposure spread across many positions.

Openbook Analysis

Performance: Good (58)

The scoring profile reflects moderate historical performance, with a 10.7% 1-year return (historical). The ongoing charge of 0.22% is reasonable for this exposure. Risk indicators are moderate, in line with typical market exposure (historical).

For informational and educational purposes only. Not financial advice. Past performance is not indicative of future results.

ETF Information
AUM£1.5M
Ongoing Charge0.22%
Dividend Yield0.67%
Holdings50
Inception DateMay 2020
DomicileIreland
DistributionHalf-yearly
Index–
ProviderUBS Fund Management (Ireland) Ltd.
Beta–
CategoryOther Equity
CurrencyGBX
Portfolio Impact

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6168
+7 points · better diversified
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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+9.8%
1Y
+18.8%
3Y
+61.5%
5Y
+61.4%
OpenBook InsightIf you had invested £10,000 in SRWG 5 years ago, it would have grown to £16,139 — a gain of £6,139.

Annual Returns

Calendar year performance

SRWG delivered positive returns in 4 of the last 5 calendar years.
YearSRWG
2026 YTD+8.1%
2025+11.8%
2024+20.7%
2023+28.3%
2022-23.6%
CAGR 4yr+7.3%
4/5 positive yearsAvg return: +9.1%Worst year: -23.6% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
12.7%
Low
Momentum
+7.4%
30-day change
Support Level
18.58
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.

Reward Rating Breakdown

Our reward rating analyses SRWG's attractiveness using 4 weighted factors. Each factor is scored 0-100, then combined using the weights shown below. Past performance does not guarantee future results.

Overall Reward Rating
58
Good REWARD
Data Coverage: %
Factor Framework
Performance
Has the ETF delivered strong historical returns versus similar ETFs?
Cost Efficiency
Is the ETF cheap to own over long periods?
Income
Does it provide attractive and consistent distributions?
Diversification Quality
Does it spread exposure across holdings, sectors, and regions?

📈 Performance

Weight: 30%
56/100

Has the ETF delivered strong historical returns versus similar ETFs? Combines 1/3/5/10-year returns with the Sharpe ratio (risk-adjusted return).

1Y Return
10.66%
Neutral
3Y Return
15.66%
Very Good
5Y Return
9.91%
Good
10Y Return
0.00%
Weak
Sharpe Ratio
—
No Data

Solid historical performance: 1-year return of 10.66%, 3-year annualised 15.66%, 5-year annualised 9.91%. Past performance is not indicative of future results.

💰 Cost Efficiency

Weight: 30%
80/100

Is the ETF cheap to own over long periods? Low ongoing charges compound into meaningful additional returns over a 10-year horizon.

Ongoing Charge
0.22%
Neutral
Net Expense Ratio
0.00%
Very Good
Annual Turnover
0.44%
Very Good
Tracking Difference
—
No Data

Low-cost and efficient structure: ongoing charge of 0.22%, net expense ratio of 0.00%, annual turnover of 0.4%.

💵 Income

Weight: 15%
30/100

Does the ETF provide attractive and consistent distributions? Combines the current yield with distribution frequency.

Distribution Yield
0.67%
Very Weak
Distribution Frequency
Half-yearly
No Data

Low-income profile — better suited as a growth holding: distribution yield of 0.67%, half-yearly distributions.

🌐 Diversification Quality

Weight: 25%
49/100

Does the ETF spread exposure across many holdings, sectors, and regions? Concentrated funds can be doing exactly what they're meant to do — treat the score as context, not a verdict.

Holdings
50
Weak
Top 10 Concentration
27.23%
Neutral
Top Sector
Technology30.3%
Weak
Top Region
North America72.5%
Neutral

Concentrated but typical for its category: 50 holdings, top 10 at 27.2%, Technology sector at 30.3%, North America at 72.5%.

Scores are derived from fund-provider disclosures and historical data. For informational and educational purposes only — not investment advice. Past performance is not indicative of future results.

Risk Rating Breakdown

Our risk rating analyses SRWG using 4 weighted factors. A higher score indicates higher risk. This is a framework for understanding exposure — concentrated funds can still be doing exactly what they're meant to do.

Overall Risk Rating
45
Moderate RISK
Data Coverage: 83%
Factor Framework
Holdings Concentration
How much of the fund sits in its largest positions? Few dominant names mean returns ride on those companies.
Market Exposure
Geographic, sector and cyclical dependencies. High single-country or single-sector weight increases macro sensitivity.
Volatility
Historical price movement, beta and drawdowns — how sharply the fund moves relative to the market.
Income Reliability
How dependable the distribution yield is — cyclical-sector dependency and unusually high yields can flag payout risk.

🎯 Holdings Concentration

Weight: 25%
38/100

How much of the fund sits in a small number of positions? If the top holdings dominate, returns will be driven by those specific companies rather than the broader index.

Top 10 Weight
27.23%
Lower Risk
Largest Holding
4.94%
Lower Risk
Number of Holdings
50
Moderate
HHI (weight²)
90
Low Risk

Reasonable spread across positions: top 10 holdings at 27.2%, largest single position at 4.94%, 50 total holdings.

🌍 Market Exposure

Weight: 25%
64/100

How dependent is the fund on a single country, sector or economic cycle? Heavy exposure to one market means a single macro event can drive most of the return.

Top Region
North America72.5%
Moderate
Top Sector
Technology30.3%
Elevated
Top 2 Sectors
47.72%
Moderate
Cyclical Sectors
35.92%
Moderate

Notable regional or sector dependency: North America at 72.5%, Technology sector at 30.3%, 35.9% in cyclical sectors.

📊 Volatility

Weight: 35%
35/100

How sharply does the fund move day-to-day and how deep have its drawdowns been? High volatility means wider return outcomes over short horizons.

1Y Volatility
9.45%
Lower Risk
Beta
—
No Data
Max Drawdown
—
No Data

Moderate volatility in line with broad market: 1Y volatility of 9.45% (historical).

💵 Income Reliability

Weight: 15%
46/100

How dependable is the fund's distribution yield? Heavy cyclical-sector exposure or unusually high yields can flag vulnerability to dividend cuts in a downturn.

Current Yield
0.67%
Low Risk
Cyclical Sector Exposure
35.92%
Moderate
Top-Sector Dependency
Technology30.3%
Elevated

Income profile is reasonably diversified: yield of 0.67%, 35.9% in cyclical sectors (financials, energy, materials, industrials, real estate), Technology sector at 30.3%.

Scores are derived from fund-provider disclosures and historical data. For informational and educational purposes only — not investment advice. Risk scoring is model-based and past data does not guarantee future results.
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