UBS MSCI EMU Socially Responsible

European companies

(UB39)

£101.25

Previous business day’s close price

+£32.23 (+38.72%)

max available period

£65.07

£117.10

29 Apr 19

11 Dec 24

Details

ETF description

This ETF provides investors with an opportunity to invest in companies based in the European Monetary Union (EMU) that are recognized for their social responsibility practices. By focusing on firms that meet specific environmental, social, and governance (ESG) criteria, this ETF aims to reflect the growing interest among investors in sustainable and responsible investing.

The ETF tracks a selection of stocks from various sectors, including those that prioritize positive contributions to society and the environment. This makes it suitable for individuals who want to align their investments with their values while still aiming for financial returns. The companies included in this ETF are assessed for their commitment to ethical practices and sustainability, which may appeal to socially conscious investors.

Issuer details

UBS Asset Management is a leading global asset management firm and a subsidiary of UBS Group AG, managing over $1.2 trillion in assets as of June 2024. UBS offers a range of investment products covering various market segments. Founded in 1862, UBS Asset Management has a strong focus on sustainable investing and leverages its global reach with local expertise to provide innovative and client‑focused investment strategies. Notable ETFs in their lineup include the UBS MSCI ACWI SF UCITS ETF and the UBS ETF (IE) MSCI USA Socially Responsible UCITS ETF, demonstrating UBS’s commitment to offering diverse and sustainable investment options to meet the evolving needs of investors.

Index details

The MSCI EMU SRI Low Carbon Select 5% Issuer Capped index captures large and mid‑cap representation across 10 Developed Markets countries in the EMU. The index is designed to represent the performance of companies that have lower carbon exposure than that of the broad market and have high Environmental, Social and Governance (ESG) performance. Further, the Index also aims to avoid concentration by capping issuers within the Index to a maximum weight of 5% in accordance with the MSCI Capped Indexes methodology.