UBS ETFIn order to proceed, you must confirm that you are a qualified or institutional investor based in Denmark.

The following information is intended exclusively for qualified investors within the meaning of Art. 10 para. 3 CISA lit. a and b.

The following information does not constitute distribution.

  • Investments in these products should be made only after studying the current prospectus in detail. The distribution of this information is permitted only under the conditions provided by applicable law.
  • The information was prepared without reference to any specific or future investment objective, financial or tax situation or requirement on the part of a particular individual or group.
  • The information is intended for information purposes only and constitutes neither an offer nor a solicitation to buy or sell securities of any kind or related financial instruments.
  • The products/securities described herein may be unsuitable or prohibited for sale to certain groups of investors in various jurisdictions.
  • The information and opinions contained in this document have been compiled or arrived at based upon information obtained from sources believed to be reliable and in good faith but are not guaranteed as being accurate, nor are they a complete statement or summary of the securities, markets or developments referred to in the document.
  • The data contained in this document are provided without any guarantee or warranty and are for the recipient's personal use and information purposes only.
  • UBS AG and/or other members of the UBS Group may have a position in and may purchase and/or sell any of the securities or other financial instruments mentioned in this document.
  • The information contained in this document may not be reproduced, redistributed or republished for any purpose without written permission from UBS AG.
Back

UBS ETF (IE) MSCI ACWI Socially Responsible UCITS ETF (hedged to USD) A-acc

Net asset value 14.6999USD

Last update

04.05.2021

ISIN: IE00BDR55703

Asset Class: Equities

Sustainability-related disclosures

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).

Investment strategy

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 ACWI 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.

Reference benchmark

MSCI ACWI SRI Low Carbon Select 5% Issuer Capped Total Return Net USD Index.

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.

Methodologies

The methodology of the construction of the Index is available on the MSCI internet 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.

Disclaimer

For marketing and information purposes by UBS. Prospectuses, key investor information (KIID), the articles of association or the management regulations as well as annual and semi-annual reports of UBS funds are available in a language required by the local applicable law free of charge from UBS Asset Management, Regeringsgatan 38, 11153 Stockholm or from UBS Europe SE, Denmark Branch, filial af UBS Europe SE, Sankt Annae Plads 13, 1 TH, 1250 Copenhagen, Denmark. The product described herein aligns to Article 8 of Regulation (EU) 2019/2088. Before investing in a product please read the latest prospectus carefully and thoroughly. The fund documentation is available free of charge in English and, where relevant, in one of the local language(s) where the fund is registered. The information and opinions contained in this document have been compiled or arrived at based upon information obtained from sources believed to be reliable and in good faith, but is not guaranteed as being accurate, nor is it a complete statement or summary of the securities, markets or developments referred to in the document. Members of the UBS Group may have a position in and may make a purchase and / or sale of any of the securities or other financial instruments mentioned in this document. Units of UBS funds mentioned herein may not be eligible for sale in all jurisdictions or to certain categories of investors and may not be offered, sold or delivered in the United States. The information mentioned herein is not intended to be construed as a solicitation or an offer to buy or sell any securities or related financial instruments. Past performance is not a reliable indicator of future results. The performance shown does not take account of any commissions and costs charged when subscribing to and redeeming units. Commissions and costs have a negative impact on performance. If the currency of a financial product or financial service is different from your reference currency, the return can increase or decrease as a result of currency fluctuations. This information pays no regard to the specific or future investment objectives, financial or tax situation or particular needs of any specific recipient. The details and opinions contained in this document are provided by UBS without any guarantee or warranty and are for the recipient's personal use and information purposes only. This document may not be reproduced, redistributed or republished for any purpose without the written permission of UBS Asset Management Switzerland AG or a local affiliated company. Source for all data and charts (if not indicated otherwise): UBS Asset Management. More explanations of financial terms can be found at ubs.com/am-glossary. © UBS 2021. The key symbol and UBS are among the registered and unregistered trademarks of UBS. All rights reserved.