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UBS ETF (IE) Factor MSCI USA Low Volatility UCITS ETF (hedged to EUR) A-acc
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Name of fund
UBS (Irl) ETF plc – Factor MSCI USA Low Volatility UCITS ETF
UBS (Irl) ETF plc – Factor MSCI USA Low Volatility UCITS ETF (hedged to EUR) A-acc
MSCI USA Select Dynamic 50% Risk Weighted 100% hedged to EUR Total Return Net
Currency of share class
Accounting year end
Physical (Full replicated)
- The fund generally invests in US large and mid cap stocks which are contained in the MSCI USA Select Dynamic 50% Risk Weighted 100% hedged to EUR index. The relative weightings of the companies correspond to their weightings in the index.
- The investment objective is to replicate the price and return performance of the MSCI USA Select Dynamic 50% Risk Weighted 100% hedged to EUR index net of fees. The stock exchange price may differ from the net asset value.
- The purpose of the Currency Hedge is to limit the profit or loss generated from foreign exchange exposure when holding an US Dollar denominated asset in a currency other than US Dollars.
- The fund is passively managed.
Management fee p.a.
Total expense ratio (TER) p.a.1)
- The MSCI USA Select Dynamic 50% Risk Weighted 100% hedged to EUR Index is alternatively weighted index that is designed to follow a low volatility strategy measuring the equity market performance of the USA. The MSCI Select Dynamic 50% Risk Weighted Indexes aim to capture a broad equity opportunity set with lower risk attributes than comparable market cap weighted indexes. The currency hedge aims to reduce the impact of currency fluctuations.
Please consider that this performance comparison tool serves for illustration purposes only as it allows to compare any UBS ETF regardless its fund characteristics, investment objectives. Please note that certain comparisons might be insignificant or misleading due to markets, currencies, sectors or risk exposures that might not be comparable. Neither UBS AG nor any of its affiliates, its directors, employees or agents accepts any liability for any loss or damage arising out of the use of this tool.
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