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UBS ETF (IE) MSCI World Socially Responsible UCITS ETF (hedged to EUR) A-acc

Net asset value 11.1812EUR

Last update

17.05.2022

ISIN: IE00BK72HM96

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 developed markets-based 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.

Methodologies

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.

Reference benchmark

MSCI World SRI Low Carbon Select 5% Issuer Capped Index (Net Return)

Disclaimer

For marketing and information purposes by UBS. UBS funds under Irish law. Arrangements for marketing fund units mentioned in this document may be terminated at the initiative of the management company of the fund(s). 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 and online at www.ubs.com/etf. The product described herein aligns to Article 8 of Regulation (EU) 2019/2088 on sustainability-related disclosures in the financial services sector. Information on sustainability-related aspects pursuant to that regulation can be found on www.ubs.com/funds. The benchmark is the intellectual property of the respective index provider. The fund or the share class is neither sponsored nor endorsed by the index provider. The fund prospectus or supplemental prospectus contains the full disclaimer. Before investing in a product please read the latest prospectus and key investor information document carefully and thoroughly. Any decision to invest should take into account all the characteristics or objectives of the fund as described in its prospectus, or similar legal documentation. Investors are acquiring units or shares in a fund, and not in a given underlying asset such as building or shares of a company. 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. If whole or part of the total costs to be paid is different from your reference currency, the costs may increase or decrease as a result of currency and exchange rate fluctuations. Commissions and costs have a negative impact on the investment and on the expected returns. 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 and exchange rate fluctuations. This information pays no regard to the specific or future investment objectives, financial or tax situation or particular needs of any specific recipient. Future performance is subject to taxation which depends on the personal situation of each investor and which may change in the future. 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. A summary of investor rights in English can be found online at www.ubs.com/funds. More explanations of financial terms can be found at www.ubs.com/am-glossary.
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