UBS ETF MSCI World Socially Responsible UCITS ETF USD (Acc)
0.22%
314M
314M USDMedium
1,434
Physical
Accumulating
USD
IE
MSCI World SRI Low Carbon Select 5% Issuer Capped
UBS
2020-01-29 (6 years)
With 314M in assets, this is a mid-sized fund — decent liquidity for most investors.
A TER of 0.22% is in line with the market average (~0.35%).
Launched in 2020-01-29, this fund has 6 years of history — enough to evaluate consistency.
Medium risk — good risk/return balance for a 5+ year horizon.
Simulated from available data points. Past returns do not guarantee future results.
| Period | Ann. Return | Cumulative |
|---|---|---|
| 1 Month (est.) | — | +1.6% |
| 3 Months (est.) | — | +4.8% |
| 6 Months (est.) | — | +9.9% |
| YTD (est.) | — | +8.2% |
| 1 Year | +20.8% | +20.8% |
| 3 Years | +19.2% | +69.5% |
| 5 Years | +10.8% | +67.3% |
| Since inception (6y) | +17.0% | +156.0% |
1,434
61.3%
12.4%
13.9%
16.3%
1.48
1.10
0.53
0.22%
-26.2%
0.53
16.3%
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The UBS ETF MSCI World Socially Responsible UCITS ETF USD (Acc) tracks the MSCI World SRI Low Carbon Select 5% Issuer Capped index. It is managed by UBS using physical replication and follows a accumulating distribution policy. The fund is denominated in USD and domiciled in IE. It has a total expense ratio (TER) of 0.22%.
This ranking is for informational purposes only and does not constitute a recommendation to buy or sell any security. Displayed performance is simulated.