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UBS ETF (LU) MSCI World Socially Responsible UCITS ETF (USD) A-acc
Asset Class: Equities
Environmental or social characteristics promoted by the financial product
The sub-fund integrates sustainability risks into its investment decision by promoting among other characteristics environmental or social characteristics or a combination of those characteristics and the companies included by the Index follow good governance practices. The sub-fund is accordingly classified as an Article 8 Product pursuant to the Regulation (EU) 2019/2088 of the European Parliament and of the Council of 27 November 2019 on sustainability-related disclosures in the financial sector (SFDR).
The objective of the Fund is to seek to track the performance of global companies which focus on Environmental Social and Governance (ESG) considerations and which would specifically exclude companies involved in controversial weapons nuclear weapons nuclear power generation tobacco alcohol adult entertainment conventional weapons gambling civilian firearms genetically modified organisms thermal coal mining thermal coal power generation unconventional oil & gas conventional oil & gas oil & gas power generation fossil fuel reserves as well as companies with high carbon emissions. It does so by tracking the MSCI World SRI Low Carbon Select 5% Issuer Capped Index. The fund is passively managed. As a result the approach taken in relation to the consideration of ESG criteria is the one taken by MSCI and therefore dependent on the approach and methodology defined by a third party. This reference index to assess sustainability characteristics and risks of the constituents of the index can be found on the website of the index provider.
MSCI World SRI Low Carbon Select 5% Issuer Capped Index (Net Return)
Monitoring of environmental and social characteristics
The index provider sets the weights based on the ESG metrics provided by the ESG data provider. Neither the portfolio manager nor the management company monitors the screening criteria applied by the index provider or assesses the accuracy of the ESG-related ratings attributed by the index provider to each constituent.
The methodology of the construction of the Index is available on the MSCI website: http://www.msci.com/products/indexes/esg/methodology.html
Data sources & processing
The index provider uses MSCI ESG research as a third-party provider for the ESG characteristics.
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