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

The following information does not constitute distribution.

Please note that this webpage gives qualified investors access to the entire UBS ETF product offering. Therefore, some products on this webpage may NOT be authorized, recognised or registered for distribution neither in Finland, nor in your country or as the case may be nor in any other country. No distribution must be carried out for it. No marketing material must be handed out to clients on any occasion. The presentation of marketing material in client halls is strictly forbidden. Reference to these funds in client mailings must not be made. In case that you don't want or are not allowed to see the full ETF range, please do not proceed.

For marketing and information purposes by UBS.

    For professional clients. 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. UBS AG and / or other 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.

      UBS funds under Luxembourg and Irish law

        Before investing in a product please read the latest prospectus carefully and thoroughly. 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 AG. Source for all data and charts (if not indicated otherwise): UBS Asset Management

          This document contains statements that constitute “forward-looking statements”, including, but not limited to, statements relating to our future business development. While these forward-looking statements represent our judgments and future expectations concerning the development of our business, a number of risks, uncertainties and other important factors could cause actual developments and results to differ materially from our expectations.

            Prospectuses, simplified prospectuses or key investor information, 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, S-11153 Stockholm.

              © UBS 2021. The key symbol and UBS are among the registered and unregistered trademarks of UBS. All rights reserved.

              Socially responsible ETFsSustainable and forward-looking investments

              Socially responsible ETFs are investments that align with personal and societal values without sacrificing financial returns. Socially responsible investments (SRIs) are steadily growing in popularity as awareness of the environmental impact of corporate activity increases. SRI ETFs offer investors broad diversification in sustainably managed companies and UBS recognises the importance of acknowledging sustainable management practices.

              What are the benefits of socially responsible ETFs in general?

              Benefits of socially responsible investment (SRI) ETF are numerous with convenient and flexible access to sustainable investments. Compliance with sustainability criteria is overseen by an established index provider and a modular structure enables coverage of the most important equity regions.

              An investment in a sustainable ETF is an investment in our global futures. SRI strategies work to encourage responsible business practices, allocating capital for environmental and social gains across the economy. The investment objective is to replicate the price and return performance of the MSCI Socially Responsible indices. UBS is the first to offer ETFs based on the MSCI Socially Responsible indices.

              Clients committed to a straightforward and sustainable investment agenda with a passive investment approach are able to use one globally oriented and three regionally oriented exchange traded funds (ETFs). The investment objective is to replicate the price and return performance of the MSCI Socially Responsible indices. UBS is the first to offer ETFs based on the MSCI Socially Responsible indices.

              Your benefits of investing in SRI ETFs at a glance

              • Convenient and flexible access to sustainable investments
              • Modular structure enables coverage of the most important equity regions
              • Exceptional diversification due to the large number of stocks in the index
              • Compliance with sustainability criteria is overseen by an established index provider

              Physical index replication means no counterparty risk from swap transactions

              Over the past few years, the importance of sustainability and responsible business practices has grown significantly. Markets and companies are now facing new challenges that are not going to go away:

              • Limited resources, 
              • Tighter legislation 
              • Changing consumer behavior 
              • Coincides with heightened public sensitivity to the social and environmental impact of corporate activities.

              Corporate integrity and environmental protection are already not just non-profit themes but rather key competitive factors. As such, they offer opportunities for returns. Companies that have come to recognize this potential enjoy competitive advantages. By contrast, companies turning a deaf ear to sustainable management practices are becoming ever less attractive in capital markets, and investors are wary of them.

              Which challenges do companies face?

              • Tighter legislation
              • Changed consumer behavior
              • Participation of stakeholder groups
              • New business opportunities
              • Sustainability as competitive advantage

              Sustainable investments are becoming more relevant

              Recent environmental and natural disasters in particular have alerted us to the dangers and costs of not adequately addressing environmental and safety risks. This in turn has created an awareness for conserving the natural resources of future generations; conservation of these resources can succeed only if economic progress is combined with social justice and environmental protection.

              Sustainable investments are becoming increasingly relevant to investors, who are looking to take greater advantage of sustainable trends while attempting to bring their investments into line with their personal values and ethics.

              None of this needs to be at the expense of returns. The report "The Performance of Socially Responsible Investment - A Review of Scholarly Studies Published 2008-2010" shows that it is possible to achieve a return with sustainable forms of investment that is similar to that of traditional investment strategies, which is why socially responsible investing (SRI) is enjoying increasing popularity.

              Sustainable investing – where to start?

              For institutional and private investors alike, building an equity portfolio based on sustainability principles is extremely difficult, because individual stock selection and compliance monitoring of values-based criteria cost time and money.

              That's why an investment in MSCI SRI indices offers a viable solution. The indices are based on the established and broadly diversified standard equity indices of MSCI, which is not only one of the world's most renowned index providers but also takes environmental and social risk and opportunity factors into account for its composition.

              Returns similar to those of traditional indices

              In addition, the report "The Performance of Socially Responsible Investment - A Review of Scholarly Studies Published 2008-2010" has concluded that broadly diversified SRI funds managed against a broad market benchmark and invested primarily in large companies generate risk-adjusted returns similar to those of their traditional counterparts. This is borne out by the performance recorded by various sustainability indices such as the global MSCI ESG indices.

              Regional and global

              UBS offers ETFs on all of four MSCI Socially Responsible Indices on companies that significantly outperform their peers based on value and sustainability criteria. They cover the global market and various regional markets too.

              The indices have a modular structure. The MSCI World Socially Responsible Index is comprised of North America, Europe and the Pacific region. This feature is unique to the MSCI indices.

              When compiling values-based indices, both the selection process and criteria are crucial. Companies included in the MSCI SRI indices are screened based on both positive and negative criteria.

              Rigorous selection process

              Source: MSCI, UBS AG

              Figure: Process pf selecting MSCI socially responsible indices

              Independent selection

              Selection is carried out independently of UBS by specialized analysts from MSCI, as well as from the equity universe of MSCI standard indices.

              Best-in-class principle

              Selection is based on the best-in-class principle: From each of the individual sectors of the MSCI standard indices companies are selected with the best sustainability performance.

              Certain industries are excluded

              Companies that are active in certain industries (e.g. military weapons, nuclear energy) are excluded.

              Determination of controversial companies

              In addition, investigations are carried out to determine whether a company has been the subject of controversy (e.g. due to poor working conditions), which is likewise included in the evaluation Companies with a rating of 4 or higher on a 10-point scale are excluded as well – irrespective of the ESG rating. The composition of the indices is determined annually; compliance with ESG criteria is reviewed quarterly.

              Rating based on ESG criteria

              The companies are rated in the areas of environmental, social and governance (ESG) in terms of risks and opportunities and graded on a 7-point scale. Only companies with a minimum rating of good (AAA, AA or A) are included in the index.

              Adaptable to each sector / industry

              In order to ensure a proper evaluation, the criteria used are adapted to each sector/industry.

              Certain products are excluded

              Companies that derive a given proportion of total revenues from business activities involving certain products (e.g. alcohol) are also excluded

              Companies are assessed quarterly based on a list of criteria in the areas of environmental, social and governance performance (ESG). The best companies in their respective sectors are then included in the MSCI socially responsible indices.

              Environmental

              Negative and positive environmental impact of production and products

              Social

              Community and society: impact of operating activities on the local environment
              Employees: safety, basic labor rights and discrimination of employees, contractors and suppliers
              Customers: marketing practices, product quality and safety performance, as well as potential controversies over unfair business practices.

              Governance

              corporate governance and management practices, including how ethical principles are applied

              Companies whose business activities are not consistent with specific values-based criteria will be excluded from the indices.

              Sector/productor/ service

              Exclusion criteria

              Alcohol

              Manufacturers that derive 5% or more of their revenues from business activities involving alcohol

              Gambling

              Operators and suppliers that derive 5% or more of their revenues from business activities involving gambling

              Tobacco

              All manufacturers. Retailers, distributors and suppliers that derive 15% or more of their revenues from business activities involving tobacco

              Erotic content

              Manufacturers that derive 5% or more of their revenues from business activities with erotic content

              Nuclear power

              All companies classified as suppliers that are active in uranium mining or the development of nuclear power reactors All suppliers that derive 5% or more of their revenues from nuclear power-related activities

              Military weapons

              All manufacturers of nuclear weapons systems or components, biological and chemical weapons systems or components, cluster bombs or land mines. Companies that derive 5% or more of their revenues from business activities involving military weapons

              Civilian firearms

              All manufacturers. Retailers that derive 15% or more of their revenues from business activities involving handguns

              Genetically modified organisms (GMO)

              All companies that derive revenues from genetically modified plants

              SRI ETFs investing products in focus

              Fundname ISINReplicationFeeLast NAV
              Currency
              Fact sheet

              UBS ETF (IE) MSCI United Kingdom IMI Socially Responsible UCITS ETF (GBP) A-disIE00BMP3HN93

              Physical

              0.28%

              16.5017GBP

              pdf

              Fund description

              The fund generally invests in stocks contained in the MSCI UK IMI Extended SRI Low Carbon Select 5% Issuer Capped Total Return Net 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 UK IMI Extended SRI Low Carbon Select 5% Issuer Capped Total Return Net Index net of fees.The stock exchange price may differ from the net asset value.The fund is passively managed.

              UBS ETF (IE) MSCI World Socially Responsible UCITS ETF (USD) A-accIE00BK72HJ67

              Physical

              0.22%

              17.0131USD

              pdf

              Fund description

              The investment objective is to replicate the price and return performance of the MSCI World SRI Low Carbon Select 5% Issuer Capped Total Return Net Index net of fees.The fund generally invests in stocks contained in the MSCI World SRI Low Carbon Select 5% Issuer Capped Total Return Net Index. The relative weightings of the companies correspond to their weightings in the index.The fund is passively managed.

              UBS ETF (IE) MSCI World Socially Responsible UCITS ETF (hedged to EUR) A-accIE00BK72HM96

              Physical

              0.27%

              11.7447EUR

              pdf

              Fund description

              The investment objective is to replicate the price and return performance of MSCI World SRI Low Carbon Select 5% Issuer Capped Select 100% hedged to EUR Total Return Net Index net of fees.The fund generally invests in stocks contained in the MSCI World SRI Low Carbon Select 5% Issuer Capped Select 100% hedged to EUR Total Return Net Index. The relative weightings of the companies correspond to their weightings in the index.The fund is passively managed.

              UBS ETF (IE) MSCI World Socially Responsible UCITS ETF (hedged to GBP) A-disIE00BK72HN04

              Physical

              0.27%

              12.5865GBP

              pdf

              Fund description

              The investment objective is to replicate the price and return performance of MSCI World SRI Low Carbon Select 5% Issuer Capped Select 100% hedged to GBP Total Return Net Index net of fees.The fund generally invests in stocks contained in the MSCI World SRI Low Carbon Select 5% Issuer Capped Select 100% hedged to GBP Total Return Net Index. The relative weightings of the companies correspond to their weightings in the index.The fund is passively managed.

              UBS ETF (IE) MSCI World Socially Responsible UCITS ETF (hedged to CHF) A-accIE00BK72HT65

              Physical

              0.27%

              11.1971CHF

              pdf

              Fund description

              The investment objective is to replicate the price and return performance of MSCI World SRI Low Carbon Select 5% Issuer Capped Select 100% hedged to CHF Total Return Net Index net of fees.The fund generally invests in stocks contained in the MSCI World SRI Low Carbon Select 5% Issuer Capped Select 100% hedged to CHF Total Return Net Index. The relative weightings of the companies correspond to their weightings in the index.The fund is passively managed.

              UBS ETF (IE) MSCI World Socially Responsible UCITS ETF (USD) A-disIE00BK72HH44

              Physical

              0.22%

              16.8737USD

              pdf

              Fund description

              The investment objective is to replicate the price and return performance of the MSCI World SRI Low Carbon Select 5% Issuer Capped Total Return Net Index net of fees.The fund generally invests in stocks contained in the MSCI World SRI Low Carbon Select 5% Issuer Capped Total Return Net Index. The relative weightings of the companies correspond to their weightings in the index.The fund is passively managed.

              UBS ETF (LU) MSCI Japan Socially Responsible UCITS ETF (JPY) A-accLU1230563022

              Physical

              0.22%

              1,743.6468JPY

              pdf

              Fund description

              The fund generally invests in Japanese large and mid cap stocks contained in the MSCI Japan SRI Low Carbon Select 5% Issuer Capped Total Return Net 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 Japan SRI Low Carbon Select 5% Issuer Capped Total Return Net Index net of fees. The stock exchange price may differ from the net asset value.The fund is passively managed.

              UBS ETF (LU) MSCI Japan Socially Responsible UCITS ETF (JPY) A-disLU1230561679

              Physical

              0.22%

              2,951.5331JPY

              pdf

              Fund description

              The fund generally invests in Japanese large and mid cap stocks contained in the MSCI Japan SRI Low Carbon Select 5% Issuer Capped Total Return Net 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 Japan SRI Low Carbon Select 5% Issuer Capped Total Return Net Index net of fees. The stock exchange price may differ from the net asset value.The fund is passively managed.

              UBS ETF (LU) MSCI World Socially Responsible UCITS ETF (USD) A-accLU0950674332

              Physical

              0.22%

              25.3941USD

              pdf

              Fund description

              The fund generally invests in stocks contained in the MSCI World SRI Low Carbon Select 5% Issuer Capped Total Return Net 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 World SRI Low Carbon Select 5% Issuer Capped Total Return Net Index net of fees. The stock exchange price may differ from the net asset value.The fund is passively managed.

              UBS ETF (LU) MSCI EMU Socially Responsible UCITS ETF (EUR) A-accLU0950674761

              Physical

              0.22%

              23.5109EUR

              pdf

              Fund description

              The investment objective is to replicate the price and return performance of the MSCI EMU SRI Low Carbon Select 5% Issuer Capped Total Return Net Index net of fees. The stock exchange price may differ from the net asset value.The fund is passively managed.

              UBS ETF (LU) MSCI USA Socially Responsible UCITS ETF (hedged to EUR) A-disLU1280303014

              Physical

              0.25%

              22.8048EUR

              pdf

              Fund description

              The fund generally invests in stocks contained in the MSCI USA SRI Low Carbon Select 5% Issuer Capped 100% hedged to EUR Total Return Net 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 SRI Low Carbon Select 5% Issuer Capped 100% hedged to EUR Total Return Net Index net of fees. The stock exchange price may differ from the net asset value.The fund is passively managed.

              UBS ETF (LU) MSCI EMU Socially Responsible UCITS ETF (hedged to GBP) A-disLU1280300853

              Physical

              0.27%

              15.9605GBP

              pdf

              Fund description

              The fund generally invests in stocks contained in the MSCI EMU SRI Low Carbon Select 5% Issuer Capped 100% hedged to GBP Total Return Net 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 EMU SRI Low Carbon Select 5% Issuer Capped 100% hedged to GBP Total Return Net Index.The fund is passively managed.

              UBS ETF (LU) MSCI EMU Socially Responsible UCITS ETF (hedged to USD) A-accLU1280300770

              Physical

              0.27%

              21.0282USD

              pdf

              Fund description

              The fund generally invests in stocks contained in the MSCI EMU SRI Low Carbon Select 5% Issuer Capped 100% hedged to USD Total Return Net 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 EMU SRI Low Carbon Select 5% Issuer Capped 100% hedged to USD Total Return Net Index net of fees. The stock exchange price may differ from the net asset value.The fund is passively managed.

              UBS ETF (LU) MSCI EMU Socially Responsible UCITS ETF (hedged to CHF) A-accLU1273642816

              Physical

              0.27%

              22.3402CHF

              pdf

              Fund description

              The fund generally invests in stocks contained in the MSCI EMU SRI Low Carbon Select 5% Issuer Capped 100% hedged to CHF Total Return Net 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 EMU SRI Low Carbon Select 5% Issuer Capped 100% hedged to CHF Total Return Net Index net of fees. The stock exchange price may differ from the net asset value.The fund is passively managed.

              UBS ETF (LU) MSCI USA Socially Responsible UCITS ETF (hedged to CHF) A-disLU1273642733

              Physical

              0.25%

              22.1905CHF

              pdf

              Fund description

              The fund generally invests in stocks contained in the MSCI USA SRI Low Carbon Select 5% Issuer Capped 100% hedged to CHF Total Return Net 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 SRI Low Carbon Select 5% Issuer Capped 100% hedged to CHF Total Return Net Index net of fees. The stock exchange price may differ from the net asset value.The fund is passively managed.

              UBS ETF (LU) MSCI USA Socially Responsible UCITS ETF (hedged to CHF) A-accLU1273641503

              Physical

              0.25%

              23.488CHF

              pdf

              Fund description

              The fund generally invests in stocks contained in the MSCI USA SRI Low Carbon Select 5% Issuer Capped 100% hedged to CHF Total Return Net 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 SRI Low Carbon Select 5% Issuer Capped 100% hedged to CHF Total Return Net Index net of fees. The stock exchange price may differ from the net asset value.The fund is passively managed.

              UBS ETF (LU) MSCI EMU Socially Responsible UCITS ETF (hedged to CHF) A-disLU1273642907

              Physical

              0.27%

              19.448CHF

              pdf

              Fund description

              The fund generally invests in stocks contained in the MSCI EMU SRI Low Carbon Select 5% Issuer Capped 100% hedged to CHF Total Return Net 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 EMU SRI Low Carbon Select 5% Issuer Capped 100% hedged to CHF Total Return Net Index net of fees. The stock exchange price may differ from the net asset value.The fund is passively managed.

              UBS ETF (LU) MSCI Japan Socially Responsible UCITS ETF (hedged to EUR) A-accLU1273488715

              Physical

              0.27%

              15.6672EUR

              pdf

              Fund description

              The fund generally invests in Japanese large and mid cap stocks contained in MSCI Japan SRI Low Carbon Select 5% Issuer Capped 100% hedged to EUR Total Return Net 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 MSCI Japan SRI Low Carbon Select 5% Issuer Capped 100% hedged to EUR Total Return Net 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 JPY denominated asset in a currency other than JPY.The fund is passively managed.

              UBS ETF (LU) MSCI Japan Socially Responsible UCITS ETF (hedged to CHF) A-disLU1273488475

              Physical

              0.27%

              22.223CHF

              pdf

              Fund description

              The fund generally invests in Japanese large and mid cap stocks contained in the MSCI Japan SRI Low Carbon Select 5% Issuer Capped 100% hedged to CHF Total Return Net 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 Japan SRI Low Carbon Select 5% Issuer Capped 100% hedged to CHF Total Return Net Index net of fees. The stock exchange price may differ from the net asset value.The fund is passively managed.

              UBS ETF (LU) MSCI Japan Socially Responsible UCITS ETF (hedged to USD) A-accLU1273489440

              Physical

              0.27%

              16.0651USD

              pdf

              Fund description

              The fund generally invests in Japanese large and mid cap stocks contained in MSCI Japan SRI Low Carbon Select 5% Issuer Capped 100% hedged to USD Total Return Net 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 MSCI Japan SRI Low Carbon Select 5% Issuer Capped 100% hedged to USD Total Return Net 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 JPY denominated asset in a currency other than JPY.The fund is passively managed.