CHSR ETF Socially Responsible Investment in Switzerland

UBS ETF (LU) MSCI Switzerland IMI Socially Responsible UCITS ETF (CHF) A-acc (CHSR ETF) An investment objective is to repeat the price and yield development of the MSCI Switzerland IMI SRI Low Carbon Select 5% issuer cap index excluding fees.

The fund generally invests in stocks listed in the MSCI Switzerland IMI SRI Low Carbon Select 5% Capped Index. The relative weight of companies corresponds to their weight in the index.

The fund is passively managed.

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

Description of UBS ETF (LU) MSCI Switzerland IMI Socially Responsible UCITS ETF (CHF) A-acc

UBS ETF (LU) MSCI Switzerland IMI Socially Responsible UCITS ETF (CHF) A-acc Invests in stocks with a focus on social/environmental affairs, Switzerland. Dividends are reinvested in the fund (accumulated).

The total cost ratio is 0.28% per annum. The fund replicates the results of the underlying index by purchasing all components of the index (full redundancy). UBS ETF (LU) MSCI Switzerland IMI Socially Responsible UCITS ETF (CHF) A-acc It is a small ETF with assets of £22 million under its management. The CHSR ETF is less than a year younger and is based in Luxembourg.

investment strategy

MSCI Switzerland IMI Extended SRI Low Carbon Select 5% Issuer Capped Index tracks stocks of large, medium and small companies in the Swiss stock markets. The index only considers companies with a high ESG rating in relation to their industry peers, to ensure that the best companies are included from an ESG perspective. Weight per company is limited to 5%.

Trade CHSR ETF

UBS ETF (LU) MSCI Switzerland IMI Socially Responsible UCITS ETF (CHF) A-acc (CHSR ETF) It is a European exchange-traded fund. This fund is traded on several different exchanges, for example Deutsche Boerse Xetra. For this reason, different acronyms appear on the same ETF.

This means that it is possible to trade units in this ETF through most Swedish banks and online brokers, for example DejeroAnd the nordnet And the keep it up.

menus

exchange Currency short name
SIX Swiss Exchange Swiss Franc CHSRII
XETRA euro CHSR

biggest possession

Guarantees inside Currency Weight%
Zurich Insurance Group AG CH0011075394 Swiss Franc 5.94
Novartis AG-REG CH0012005267 Swiss Franc 5.49
UBS GROUP AG-REG CH0244767585 Swiss Franc 5.44
Swiss Re AG CH0126881561 Swiss Franc 5.31
ROCHE HOLDING AG PLEASURE شهادة Certification CH0012032048 Swiss Franc 5.10
Nestlé Sa Reg CH0038863350 Swiss Franc 5.07
ABB LTD-REG CH0012221716 Swiss Franc 4.89
ALCON INC CH0432492467 Swiss Franc 4.79
Sika AG-REG CH0418792922 Swiss Franc 4.45
Givaudan Reg CH0010645932 Swiss Franc 4.30

Collectibles may change

Leave a Reply

Your email address will not be published. Required fields are marked *