UBS MSCI USA Socially Responsible

American Companies

(UC46)

£192.77

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+£102.67 (+106.68%)

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£80.61

£204.53

13 Dec 19

30 Jan 25

Details

ETF description

This ETF focuses on companies in the United States that meet high environmental, social, and governance (ESG) standards. It selects businesses that align with strict sustainability and ethical criteria, excluding industries and activities that do not meet these requirements, such as fossil fuels, tobacco, and weapons manufacturing. By emphasizing companies with strong ESG profiles, the fund aims to provide a way to invest in the U.S. market while considering sustainable practices and social responsibility.

The fund could appeal to investors who prioritize ethical investing and wish to support businesses that demonstrate leadership in sustainability, social impact, and corporate governance. It offers exposure to a diverse range of sectors within the U.S. economy, with the selected companies representing those that adhere to the fund’s strict ESG framework.

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 USA SRI Low Carbon Select 5% Issuer Capped Total Return Net Index is a free float‑adjusted market capitalization weighted index that is designed to measure the equity market performance of North America considering only companies with high Environmental, Social and Governance (ESG) ratings relative to their sector peers, to ensure the inclusion of the best‑of‑class companies from an ESG perspective

This ETF is in collections:

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Key information

Key investor information

ETF Breakdown

Tesla Inc

7.1%

Microsoft Corporation

5.2%

NVIDIA Corp

4.8%

Home Depot, Inc.

3.4%

Salesforce Inc

2.8%

Coca‑Cola Co

2.2%

Cisco Systems, Inc.

2.0%

ServiceNow Inc

1.9%

PepsiCo Inc

1.8%

Advanced Micro Devices Inc.

1.7%

Walt Disney

1.7%

Adobe Inc

1.7%

Intuit Inc

1.5%

Caterpillar Inc.

1.5%

American Express Co.

1.5%

Verizon Communications Inc

1.4%

S&P Global Inc

1.4%

Blackrock Inc.

1.3%

Danaher Corp.

1.3%

Progressive Corp.

1.2%

AMGEN Inc.

1.2%

Lowe’s Companies

1.2%

Applied Materials Inc.

1.2%

Palo Alto Networks Inc

1.1%

Automatic Data Processing Inc.

1.0%

Fiserv, Inc.

1.0%

Gilead Sciences, Inc.

1.0%

Marsh & McLennan Companies Inc

0.9%

Marvell Technology Inc

0.9%

Lam Research Corp.

0.8%

Intel Corp.

0.7%

Elevance Health Inc

0.7%

American Tower Corp.

0.7%

Trane Technologies plc

0.7%

Cadence Design Systems, Inc.

0.7%

Sherwin‑Williams Co.

0.7%

Moody`s Corp.

0.7%

Welltower Inc

0.7%

PNC Financial Services Group Inc

0.7%

Synopsys, Inc.

0.7%

U.S. Bancorp.

0.6%

Zoetis Inc

0.6%

Autodesk Inc.

0.6%

Ecolab, Inc.

0.5%

HCA Healthcare Inc

0.5%

Truist Financial Corporation

0.5%

Bank Of New York Mellon Corp

0.5%

Workday Inc

0.5%

Carrier Global Corp

0.5%

Travelers Companies Inc.

0.5%

Others

29.7%

£192.77

Previous business day’s close price

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ETFs have spreads and annual charges and come with risks like market volatility, liquidity, and concentration, and may not always accurately track their index. Past performance and forecasts are not reliable indicators of future results. The value of your investments, including any income, can rise or fall. You may get back less than you originally invested.