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Equity ETF shares give you access to the major equity markets of the world. Whether you choose to invest in the US, Asia/Pacific, Europe, Japan, emerging markets – a single transaction in UBS ETFs is a liquid and cost-effective way to invest in index funds.
How to invest in equity ETFs
Buying ETF shares means you are purchasing shares of a portfolio that tracks the yield and return of its native index. The success of these index fund shares is therefore pinned to the index they follow and could be entire markets or sectors. Diversifying provides the opportunity to profit from growth potential whilst spreading investment risk. This is achievable through investing in various asset classes or across several countries and regions.
UBS offers access to a wide range of equity ETFs, replicating more than 46 equity indices. Investors can rest assured that their investments are in the best hands at UBS Asset Management with over 35 years' experience in passive management.
Your benefits of investing in equity ETFs at a glance
- Broad ETF offering: Access to a wide range of equity ETFs, replicating more than 45 equity indices
- Physical and synthetic index replication: Depending on the investor's preference, UBS offers ETFs with both types of replication
- Fixed drag level for swap-based ETFs: The drag level is the total of all costs charged to the fund, including all costs incurred in connection with the swap. It follows that the fund replicates the index minus the drag level
- Modern securities lending program: Established securities lending program via UBS and State Street with full overcollateralization
- Experience in passive management: Investors can rest assured that their investments are in the best of hands at UBS Asset Management, which boasts over 35 years' experience in passive management
- Local stock exchange listing: All UBS ETFs can be traded directly on the Borsa Italiana Stock Exchange in Milan
Two objectives – one solution
Stocks in whatever form are undoubtedly a component of any investor's portfolio, but investing in a single stock also increases the risk. Broadly diversified investment in entire markets is a better option as it offers you the opportunity to profit from the growth potential of entire regions while spreading investment risk more widely.
Returns advantage through cost benefits
When strategically allocating assets, investors should keep investment costs as low as possible. This gives them a returns advantage from the outset as costs tend to have the most significant impact on performance.
In addition, diversification plays a key role by spreading risk. Diversification should be achieved by investing either in various asset classes or across several countries and regions.
An investment in an exchange traded fund (ETF) allows investors to pursue both of these objectives. UBS ETFs on global equity markets offer broad diversification in a straightforward way: With just a single transaction, investors can cost-effectively tap the market potential of entire regions while benefitting from the opportunities offered by a wide range of sectors. Moreover, costs are kept to an absolute minimum compared to other investment options.
The MSCI World Index captures approximately 1,600 large and medium-sized companies from 24 industrialized countries and covers approximately 84% of the free float-adjusted market capitalization in each country.
Euro STOXX 50®
The Euro STOXX 50® Index contains 50 of the largest industry-leading blue chip companies in eurozone countries. The following countries are represented in the index: Austria, Belgium, Finland, France, Germany, Greece, Ireland, Italy, the Netherlands, Portugal and Spain. The index is calculated both with and without reinvested dividends and is denominated in euros and US dollars. It is free-float market capitalization weighted, with each component capped at a maximum weight of 10%.
The MSCI EMU (European Economic and Monetary Union) Index is a free float-adjusted market capitalization-weighted index that measures the performance of equity markets in the European Monetary Union (EMU). As of December 2010, the country indices of eleven industrialized nations were included in the MSCI EMU Index: Austria, Belgium, Finland, France, Germany, Greece, Ireland, Italy, the Netherlands, Portugal and Spain.
The MSCI Europe Index is a free float-adjusted market capitalization-weighted index designed to measure the performance of equity markets in Europe's industrialized countries. As of December 2010, the country indices of sixteen industrialized nations were included in the MSCI Europe Index: Austria, Belgium, Denmark, Finland, France, Germany, Greece, Ireland, Italy, the Netherlands, Norway, Portugal, Spain, Sweden, Switzerland and the UK.
The FTSE 100 index contains the stocks of the 100 most highly capitalized blue chip companies in the UK, which account for about 80% of the UK market. To be included in the index, companies must be listed on the London Stock Exchange (LSE), must be traded in the SETS system in GBP or EUR and must meet certain eligibility criteria.
The MSCI World Index captures approximately 600 large and medium-sized companies and covers approximately 84% of the free float-adjusted market capitalization.
Since its first publication in 1957, the S&P 500® has been widely regarded as the best single benchmark of large cap equities in the US. The index includes 500 leading companies in leading industries of the US economy and covers 75% of the US equity market's capitalization.
The MSCI Canada Index is a free float-adjusted market capitalization-weighted index designed to measure the performance of Canadian equity markets. The index comprised 100 stocks as of March 2011.
The MSCI Japan Index is a free float-adjusted market capitalization-weighted index designed to measure the performance of Japanese equity markets.
MSCI Pacific (ex Japan)
The MSCI Pacific (ex Japan) is a free float-adjusted market capitalization-weighted index designed to measure the performance of equity markets in the Asia Pacific region's industrialized locations. As of December 2010, the market indices of four industrialized nations were included in the MSCI Pacific (ex Japan) Index: Australia, Hong Kong, New Zealand and Singapore.
MSCI Emerging Markets
The MSCI Emerging Markets Index is a free float-adjusted market capitalization-weighted index designed to measure the performance of emerging equity markets. The MSCI Emerging Markets Index comprises the market indices of the following 21 emerging markets: Brazil, Chile, China, Colombia, the Czech Republic, Egypt, Hungary, India, Indonesia, Korea, Malaysia, Mexico, Morocco, Peru, the Philippines, Poland, Russia, South Africa, Taiwan, Thailand and Turkey.
Equity ETF products in focus
Interested in UBS ETFs?
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