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UBS ETF (IE) S&P 500 ESG UCITS ETF (USD) A-dis
Asset Class: Equities
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)
The objective of the Fund is to seek to track the performance of United States-based companies which focus on Environmental Social and Governance (ESG) considerations and which would specifically exclude companies involved in controversial weapons tobacco thermal coal as well as companies failing to comply with United Nations Global Compact norms. It does so by tracking the S&P 500 ESG Total Return Net 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 S&P Global 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.
The methodology of the construction of the Index is available on the S&P Global internet website: https://www.spglobal.com/spdji/en/indices/esg/sp-500-esg-index/#overview
Data sources & processing
The index provider uses Arabesque Sustainalytics and Robeco SAM as a third-party provider for the ESG characteristics.
Reference benchmark: S&P 500 ESG Total Return Net.
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