EUSRT ETF Socially Responsible Investments from the Eurozone

UBS ETF (LU) MSCI EMU Socially Responsible UCITS ETF (Hedging to CHF) A-dis (EUSRT ETF) He generally invests in stocks listed on the MSCI EMU SRI Low Carbon Select 5% Issue Cap 100% Hedge of the total net return index of the Swiss franc. The relative weight of companies corresponds to their weight in the index.

The investment objective is to repeat the price and yield development of the MSCI EMU SRI Low Carbon Select 5% Issue Cap 100% Hedge to index net total return of CHF after fees. The stock price may differ from the net asset value.

The fund is passively managed.

The product described here complies with Article 8 of Regulation (EU) 2019/2088.

Description of UBS ETF (LU) MSCI EMU Social Responsible UCITS ETF (hedged to CHF) A-dis

UBS ETF (LU) MSCI EMU Socially Responsible UCITS ETF (Hedging to CHF) A-dis Invest in stocks with focus social/environmental, Europa. The fund’s profits are distributed to investors (semi-annual).

The total cost ratio is 0.27% per annum. The fund replicates the development of the underlying index by purchasing all components of the index (full iteration). UBS ETF (LU) MSCI EMU Socially Responsible UCITS ETF (Hedging to CHF) A-dis It is a small ETF with assets of £28 million under its management. The EUSRT ETF is over 5 years old and is headquartered in Luxembourg.

investment strategy

The MSCI EMU SRI Low Carbon Select 5% Issuer Capped Index (CHF Hedged) tracks stock market developments in the Eurozone and takes into account only companies with very high ESG ratings compared to their industry peers, to ensure that the best companies are included from the perspective of ESG. Weight per company is limited to 5%. The hedged currency is the Swiss Franc (CHF).

Trading the EUSRT ETF

UBS ETF (LU) MSCI EMU Socially Responsible UCITS ETF (Hedging to CHF) A-dis (EUSRT ETF) A commodity that is traded on the European Stock Exchange and is traded on the SIX Swiss Stock Exchange.

SIX Swiss Exchange is a marketplace that provides access to a few Swedish banks and online brokers Dejero Do it.

menus

exchange Currency short name
SIX Swiss Exchange Swiss Franc EURRT

biggest possession

Guarantees inside Currency Weight%
ASML HOLDING NV NL0010273215 euro 5.51
Schneider Electric SE FR0000121972 euro 5.38
L’Oreal FR0000120321 euro 5.30
SAP SE DE0007164600 euro 5.10
Allianz SE-REG DE00084040405 euro 4.88
AXA SA FR0000120628 euro 3.79
ESSILORLUXOTTICA FR0000121667 euro 3.63
DEUTSCHE POST AG-REG DE0005552004 euro 3.51
ADIDAS AG DE000A1EWWW0 euro 3.15
Hermes International FR0000052292 euro 2.95

Collectibles may change

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