UBS MSCI UK IMI Socially Responsible

UK companies

(UKSR)
£16.61
Previous business day’s close price
+£3.38 (+21.18%)
max available period
£11.75
£19.51

29 Apr 19
22 Nov 24

Details

ETF description

This ETF is designed to provide exposure to UK companies that demonstrate strong environmental, social, and governance (ESG) practices. It tracks an index that selects businesses based on their ESG ratings, favouring those that excel in areas like sustainability, ethical business operations, and corporate governance. Companies involved in industries that do not meet these standards, such as tobacco or weapons, are excluded.

This ETF may appeal to investors who are interested in the UK stock market but want to align their investments with ESG principles. It could suit those looking to invest in companies that are committed to reducing their environmental impact and practicing responsible governance, while still benefiting from the potential growth of the UK economy.

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 UK IMI SRI index provides a specialized measure of performance for UK companies recognized for their strong ESG practices. By including a diverse set of firms from the MSCI UK IMI that excel in environmental, social, and governance criteria, the index offers valuable insights for investors focused on sustainable and responsible investing.

This ETF is in collections:

ETF Breakdown

HSBC Holdings plc
5.3%
RELX Plc
5.3%
Compass Group Plc
5.1%
Unilever plc
4.8%
GSK Plc
4.4%
Barclays
4.3%
Reckitt Benckiser Group Plc
3.9%
Lloyds Banking Group plc
3.8%
3i Group plc
3.8%
Haleon plc
3.3%
Ashtead Group plc
3.2%
Standard Chartered plc
2.3%
Prudential plc
2.0%
Legal & General Group plc
1.5%
Aviva Plc
1.4%
Next plc.
1.4%
Bunzl plc
1.4%
Informa Plc
1.3%
Sage Group plc
1.2%
Rentokil Initial
1.2%
Segro Plc
1.2%
Halma plc
1.1%
BT Group
1.0%
Smith & Nephew plc
0.9%
Smith (DS) plc
0.9%
Marks and Spencer Group
0.9%
Intertek Group plc
0.9%
Pearson plc
0.8%
United Utilities Group PLC
0.8%
Severn Trent plc
0.8%
Auto Trader Group Plc
0.8%
Antofagasta plc
0.8%
Admiral Group
0.8%
Intermediate Capital Group
0.7%
Coca Cola HBC AG
0.7%
Diploma plc
0.7%
Barratt Developments plc
0.7%
Weir Group plc
0.6%
Whitbread plc
0.6%
Mondi
0.6%
Kingfisher Plc
0.6%
Smiths Group plc
0.6%
Taylor Wimpey
0.6%
Spirax‑Sarco Engineering plc
0.6%
Croda International plc
0.6%
DCC Plc
0.6%
IMI plc
0.5%
Howden Joinery Group Plc
0.5%
St. James`s Place Plc
0.5%
M&G Plc
0.5%
Land Securities Group
0.5%
J Sainsbury
0.5%
Investec plc
0.5%
LondonMetric Property Plc
0.4%
B&M European Value Retail S.A.
0.4%
British Land Co plc
0.4%
Hiscox Ltd
0.4%
RS Group Plc
0.4%
ConvaTec Group Plc
0.4%
Phoenix Group Holdings Plc
0.4%
Bellway plc
0.4%
JD Sports Fashion plc.
0.4%
Tritax Big Box Reit Plc
0.4%
Endeavour Mining Plc
0.4%
Hikma Pharmaceuticals Plc
0.4%
Britvic
0.4%
Burberry Group
0.3%
Inchcape plc
0.3%
Cranswick plc
0.3%
Johnson Matthey plc
0.3%
Rotork plc
0.3%
Schroders
0.3%
Man Group Plc
0.3%
Bovis Homes Group
0.3%
ITV
0.3%
Burford Capital Limited
0.3%
Direct Line Insurance Group plc
0.3%
International Distributions Services Plc
0.2%
Derwent London Plc
0.2%
Ocado Group Plc
0.2%
Grafton Group
0.2%
Trainline Plc
0.2%
Morgan Sindall Group plc
0.2%
WH Smith Plc
0.2%
Hill & Smith PLC
0.2%
Pennon Group
0.2%
Deliveroo
0.2%
Just Group Plc
0.2%
Mitie Group plc
0.2%
Dunelm Group Plc
0.2%
TBC Bank Group Plc.
0.2%
Pets at Home Group Plc
0.2%
Premier Foods
0.1%
Domino`s Pizza Group Plc
0.1%
Telecom Plus plc
0.1%
Volution Group Plc
0.1%
Polypipe Group
0.1%
Keller Group PLC
0.1%
Great Portland Estates plc
0.1%
Bytes Technology Ltd
0.1%
Watches Of Switzerland Group Plc
0.1%
Trustpilot Group plc
0.1%
Spirent Communications Plc
0.1%
Greencore Group Plc
0.1%
Airtel Africa Plc
0.1%
Indivior Plc
0.1%
Moonpig Group Plc
< 0.1%
GB Group plc
< 0.1%
Redde Northgate Plc
< 0.1%
Elementis
< 0.1%
Rathbones Group Plc
< 0.1%
Fevertree Drinks Plc
< 0.1%
Marshalls
< 0.1%
Oxford Nanopore Technologies Plc
< 0.1%
Ibstock plc
< 0.1%
Hilton Food Group Plc
< 0.1%
Victrex plc
< 0.1%
DiscoverIE Group Plc
< 0.1%
A.G.Barr
< 0.1%
Kier Group plc
< 0.1%
Spire Healthcare Group Plc
< 0.1%
CVS Group Plc
< 0.1%
Craneware Plc
< 0.1%
Hollywood Bowl Group Plc
< 0.1%
Auction Technology Group Plc
< 0.1%
Ninety One Plc
< 0.1%
Yougov
< 0.1%
IP Group Plc
< 0.1%
ME Group International Plc
< 0.1%
Sthree
< 0.1%
Advanced Medical Solutions Group
< 0.1%
Essentra Plc
< 0.1%
RWS Holdings plc
< 0.1%
Atalaya Mining Plc
< 0.1%
Wickes Group Plc
< 0.1%
John Wood Group Plc
< 0.1%
Jupiter Fund Management Plc
< 0.1%
Crest Nicholson Holdings Plc
< 0.1%
Halfords Group PLC
< 0.1%
Dr. Martens Plc
< 0.1%
AB Dynamics plc
< 0.1%
AO World Plc
< 0.1%
Liontrust Asset Management plc
< 0.1%
Central Asia Metals Plc
< 0.1%
Asos plc
< 0.1%
PZ Cussons plc
< 0.1%
Others
0.6%
£16.61
Previous business day’s close price

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