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UBS ETF (LU) MSCI Pacific Socially Responsible UCITS ETF

Valore netto d’inventario (NAV) 69.2861USD

Ultimo aggiornamento


ISIN: LU0629460832

Asset Class: Azioni

Divulgazioni relative alla sostenibilità

Nessun obiettivo di investimento sostenibile

  • This financial product promotes environmental or social characteristics, but does not have as its objective sustainable investment.
  • This financial product is passively managed and tracks an Index, indicators for adverse impacts on sustainability factors are taken into account by the Index provider as appropriate to the Index family.
  • Indicators for adverse impacts on sustainability factors are taken into account by the Index provider as appropriate to the Index family. The indices incorporate the MSCI ESG Controversies score, screening out on a timely basis any issuers in significant breach of ESG norms.
  • MSCI ESG Controversies are designed to provide timely and consistent assessments of ESG controversies involving issuers. Any issuer with a Red MSCI ESG Controversies Score (score less than 1) is excluded from Sustainability indices. The Controversy Score measures an issuer’s involvement in major ESG controversies and how well the issuer adheres to international norms and principles
  • The financial product exclude investments in companies involved directly in the use, development, manufacturing, stockpiling, transfer or trade of cluster munitions and/or anti-personnel landmines, nuclear weapons, biological weapons or chemical weapons.
  • The MSCI ESG Controversies tool monitors company involvement in notable ESG controversies related to the company’s operations and/or prod-Products, possible breaches of international norms and principles such as the UN Global Compact, and performance with respect to these norms and principles.

Caratteristiche ambientali o sociali del prodotto finanziario

  • The following characteristic(s) is/are promoted by the financial product:
  • 1) tracks/tracking of a benchmark with a sustainability profile (ESG Score) that is higher than the parent benchmark’s sustainability profile.
  • 2) a Carbon Intensity (1, 2) emissions indicator lower than parent benchmark (MSCI)
  • The Reference Benchmark designated for the purpose of attaining the characteristic promoted by the financial product is the MSCI Japan SRI Low Carbon Select 5% Issuer Capped Index (Net Return).
  • The characteristic(s) is/are measured using the following indicator(s) respectively:
  • • Weighted average carbon intensity (Scope 1+2) MSCI

Strategia di investimento

  • This financial product seeks to promote the characteristic(s) described in this annex through Index selection and passive asset management. This financial product is passively managed and seeks to track the performance and the ESG profile of the Index. Sustainability characteristics and risks are considered as part of the Index selection process. The Index which is stated by the index provider to be screened against environmental, social or governance criteria and any methodology used by the index provider to assess sustainability characteristics and risks of the constituents of the index can be found on the website of the index provider.
  • The following binding element(s) of the investment strategy are used to select the investments to attain the characteristic(s) promoted by this financial product:
  • Characteristic 1):
  • A sustainability profile (MSCI ESG Score) that is higher than the parent benchmark’s sustainability profile.
  • Characteristic 2):
  • A Carbon Intensity (1 and 2) emissions indicator that is lower than parent benchmark (MSCI)
  • The calculations do not take account of cash, derivatives and unrated investment instruments. The binding element(s) are calculated at quarter end using the average of all of business days’ values in the quarter.
  • Assessment of good governance practices of the investee companies are per-formed by the index provider. MSCI ESG Ratings analysis begins with an evaluation of each company’s Corporate Governance, taking into consideration the company’s ownership and control structures, the composition and effectiveness of its board, the effectiveness of its incentive practices and the integrity of its accounting. Corporate Behaviour is also monitored, including any controversies that might have a significant negative impact on the company’s value.

Quota degli investimenti

  • The minimum proportion of the investments used to meet the environmental and/or social characteristics promoted by the financial product is 90%. The minimum proportion of sustainable investments of the financial product is 20%.
  • The financial product tracks an ESG index and may replicate the performance of the index by the use of derivatives. Derivatives will only be used in case that a) the investment objective cannot be achieved by investments index components, in par-ticular in order to reflect the performance of a currency hedge where a sub-fund replicates a currency-hedged index, or b) to generate efficiencies in gaining exposure to the constituents of the index, in particular where there are legal or practical obstacles to gaining direct access to a market to which the index refers.
  • The financial product may namely enter into a range of index related swaps (exclude-ing funded swaps) and derivative instruments (futures, forwards, currency swaps, p-notes, options, warrants and foreign exchange contracts) in order to replicate the index.


The performance of the indicators used to measure the environmental or social characteristics promoted by the financial product are measured daily, assessed quarterly and reported annually.

Dovuta diligenza

Due diligence is carried out on index providers and/or data providers. This financial product is passively managed and seeks to track the performance and the ESG profile of the Index. Sustainability characteristics and risks are considered as part of the Index selection process.

Politiche di impegno

  • In terms of passive strategies tracking sustainability indexes as is the case with this financial product, the engagement process helps us to identify companies where material ESG and sustainability factors may present a future negative risk. While the UBS AM engagement program is across all asset classes and portfolios, the impact on passively managed fixed income strategies might be reduced, mainly due to the lack of voting rights and that companies which failed in UBS AM's engagement process are typically not excluded due to the passive management style.
  • Nevertheless, passively managed fixed income assets are part of the engagement with senior management, as all other assets the firm manages, in order to achieve the biggest possible impact.

Fonti e trattamento dei dati

  • The data sources used to attain the stated environmental or social characteristics are as follows:
  • 1. Weighted Average Carbon Intensity and carbon profile, carbon metrics are supplied from a leading industry vendor.
  • 2. The UBS ESG consensus score, which is a score that is a normalised weighted average of ESG score data from internal and recognised external providers. Rather than exclusively relying on an ESG score from a single provider, the Consensus Score approach enhances the plausibility of the sustainability profile quality. The UBS ESG consensus score assesses sustainability factors, such as the performance of the relevant companies with reference to environmental, social and governance (ESG) aspects.
  • Data is consumed from leading providers, processed in accordance with defined guidelines and supplemented with analyst recommendation.

Limitazioni delle metodologie e dei dati

We apply a minimum coverage threshold for the data sources used to attain the stated environmental or social characteristics of the financial product, these thresholds ensure that the binding targets can be monitored and measured. Accuracy of data is dependent on 3rd party providers, coverage of data sources can be < 100% due to uncovered asset types, incomplete or inconsistent data and gaps in the coverage of these 3rd party providers.

Indice di riferimento designato

  • The Reference Benchmark designated for the purpose of attaining the characteristic promoted by the financial product is the MSCI USA SRI Low Carbon Select 5% Issuer Capped Index (Net Return).The alignment of the investment strategy with the methodology of the index is ensured on a continuous basis as the index provider rebalances the index on a regular basis and the Investment Manager tracks the Index in line with the limits set out in the investment policy of Fund.
  • The financial product has initially selected the reference benchmark for its relevance to its investment strategy and the attainment of the characteristics it seeks to promote.
  • The investment strategy of the fund is to track the benchmark’s return and its characteristics, including ESG characteristics, as closely as reasonably possible.
  • The investment manager reviews the index methodology when the product is set up and the Index provider may be contacted if the Index methodology is no longer in line with the investment strategy of the financial product.
  • The Index (MSCI USA SRI Low Carbon Select 5% Issuer Capped Index (Net Re-turn)) is part of the MSCI Global Socially Responsible (SRI) Index series. The Index draws its constituents from the MSCI USA Index (the Parent Index), be-ing an equity index calculated, maintained and published by international index supplier MSCI® and denominated in USD. The Index tracks the total return net dividend performance of large and mid-capitalization US companies.
  • The Index is designed to reflect the performance of an investment strategy that, by tilting away from free-float market cap weights, seeks to gain exposure to those companies demonstrating both a robust Environmental, Social and Gov-enhance (ESG) profile as well as a positive trend in improving that profile, using minimal exclusions from the Parent Index. The Index is constructed in two stages. First, securities of companies involved in nuclear power, tobacco, alcohol, gambling, military weapons, civilian fire-arms, genetically modified organisms and adult entertainment are excluded. Then, MSCI’s best?in?class selection process is applied to the remaining universe of securities in the Parent Index to target the top 25% companies in each sector according to their ESG ratings (thus eliminating 75% of the least well-rated securities. These ESG ratings are provided by the MSCI (the MSCI ESG Ratings). The companies must have the following MSCI ESG Ratings: i) an MSCI ESG rating above 'BBB' and ii) the MSCI ESG controversies score greater than 3 to be considered as a high ESG ratings companies. The MSCI ESG Rating calculates a weighted average key issue score for each company based on the risks, opportunities and controversies identified for the company. The weights of selected key issues are determined by the industry's impact on environmental and social factors and the expected timeframe for risks and opportunities to materialize. Each company's final industry-adjusted score corresponds to a rating between best (AAA) and worst (CCC). The face-tors used to rate a company are, amongst others, carbon emissions, water stress, biodiversity and land use, labor management, human capital develop-ment, board diversity, etc. (non-exhaustive list).
  • The methodology of the construction of the Index can be found in the fund factsheet of the prospectus.


A scopo informativo e di marketing da parte di UBS. Fondi UBS di diritto lussemburghese. Gli accordi di commercializzazione delle quote del fondo qui menzionati possono essere risolti nel proprio paese di domicilio su iniziativa della società di gestione. Rappresentante in Svizzera per i fondi UBS di diritto estero: UBS Fund Management (Switzerland) AG, Casella postale, CH-4002 Basilea. Agente pagatore: UBS Switzerland AG, Bahnhofstrasse 45, CH-8001 Zurigo. I prospetti, il documento contenente le informazioni chiave, lo statuto o le norme di gestione nonché i rapporti annuali e semestrali relativi ai fondi UBS possono essere richiesti in una lingua ammessa dalla legge applicabile localmente gratuitamente presso UBS Asset Management Switzerland AG, c/o UBS AG, Bahnhofstrasse 45, 8001 Zurigo oppure presso UBS Fund Management (Switzerland) AG, Casella postale, CH-4002 Basilea. Il prodotto qui descritto è in linea con l'articolo 8 del regolamento (UE) 2019/2088 relativo all’informativa sulla sostenibilità nel settore dei servizi finanziari. Le informazioni sugli aspetti relativi alla sostenibilità ai sensi del presente regolamento sono disponibili su Il benchmark è di proprietà intellettuale del rispettivo provider dell’indice. Il fondo e/o la classe di quote non è sponsorizzato/a né sostenuto/a dal provider dell’indice. Il prospetto o l’allegato al prospetto del fondo contiene la versione integrale della clausola di esonero dalla responsabilità (disclaimer). Prima di investire in un prodotto leggere con attenzione e integralmente l’ultimo prospetto e il documento contenente le informazioni chiave. Qualsiasi decisione di investimento deve tener conto di tutte le caratteristiche o obiettivi del fondo descritti nel relativo prospetto o negli altri documenti legali. L’investimento riguarda l’acquisto di quote o azioni in un fondo e non in una determinata attività sottostante quali edifici o azioni di una società. Le informazioni e le opinioni contenute nel presente documento si basano su dati attendibili provenienti da fonti affidabili, tuttavia non danno diritto ad alcuna pretesa riguardo alla precisione e alla completezza in relazione ai titoli, ai mercati e agli sviluppi in esso contenuti. I membri del Gruppo UBS SA hanno diritto di detenere, vendere o acquistare posizioni nei titoli o in altri strumenti finanziari menzionati nel presente documento. La vendita dei fondi UBS qui menzionati nel presente documento può non essere appropriata o permessa in alcune giurisdizioni o per determinati gruppi di investitori e non possono essere né offerte, né vendute o consegnate negli Stati Uniti. Le informazioni qui specificate non sono da intendersi come una sollecitazione o un’offerta per l’acquisto o la vendita di qualsivoglia titolo o strumento finanziario connesso. I risultati passati non costituiscono un indicatore affidabile dei risultati futuri. La performance indicata non tiene conto di eventuali commissioni e costi addebitati all’atto della sottoscrizione e del riscatto di quote. Quando i costi totali o una parte di essi deve essere versata in una valuta diversa dalla vostra di riferimento, questi possono crescere o diminuire a seguito di oscillazioni future del tasso di cambio. Commissioni e costi incidono negativamente sull’investimento e sui rendimenti attesi. Se la valuta di un prodotto o di un servizio finanziario differisce dalla vostra moneta di riferimento, il rendimento può crescere o diminuire a seguito di oscillazioni future del tasso di cambio. Questo resoconto è stato redatto senza particolare riferimento né a obiettivi d’investimento specifici o futuri, né alla situazione finanziaria o fiscale né tantomeno alle speciali esigenze di un determinato destinatario. I rendimenti futuri sono soggetti a tassazione, la quale dipende dalla situazione personale di ciascun investitore e può cambiare in futuro. Le informazioni e le opinioni contenute in questo documento sono fornite da UBS senza garanzia alcuna, sono esclusivamente per uso personale e per scopi informativi. Indipendentemente dallo scopo, il presente documento non può essere riprodotto, distribuito o ristampato senza l’autorizzazione scritta di UBS Asset Management Switzerland AG o una locale società affiliata. Fonte di tutti i dati e di tutti i grafici (dove non diversamente indicato): UBS Asset Management. Una sintesi dei diritti degli investitori in inglese è disponibile sul sito internet Riguardo ai termini finanziari, è possibile reperire informazioni aggiuntive al seguente indirizzo:
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