UBS ETF In order to proceed, you must confirm that you are a qualified or institutional investor based in the United Kingdom.

It is not aimed at, and must not be relied upon by, Retail Clients. This website is not directed at persons in any other jurisdiction, including the United States. This information is not an invitation to subscribe for units or shares in the funds described herein and is by way of information only.

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This web site includes both regulated and unregulated products. You should be aware that unregulated products do not carry the same degree of protection as regulated products. Unregulated schemes may only be marketed to clients in accordance with Chapter 4 of the FCA’s New Conduct of Business Sourcebook (COBS) and the Financial Services and Markets Act 2000 (Promotion of Collective Investment Schemes) Exemptions Order 2001, as amended.

Please note that this webpage gives Professional Investors access to the entire UBS ETF product offering. Therefore, some products on this webpage may NOT be authorized, recognised or registered for public offering neither in your country and as the case may be nor in any other country. No public marketing 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. Enter this site as Private Investor.

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Socially responsible ETFs Sustainable and forward-looking investments

Socially responsible ETFs

Investments that are aligned with personal values without sacrificing returns - key reasons for the steadily growing popularity of socially responsible investments (SRI). UBS ETFs offer investors broad diversification in sustainably managed companies.

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 behaviour
  • Coincide 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 the North America, Europe and Middle East regions, as well as the Pacific region. This feature is unique to the MSCI indices.

MSCI World Socially Responsible Index (Emerging Markets)

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

Rigorous selection process

MSCI standard indices – selection process

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 ISIN Replication Fee Last NAV
Currency
Fact sheet

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

Physical

0.43%

14.7857 CHF

pdf

Fund description

The fund generally invests in stocks contained in the MSCI USA Socially Responsible 100% hedged to CHF 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 Socially Responsible 100% hedged to CHF Index net of fees. The stock exchange price may differ from the net asset value.

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

Physical

0.50%

20.1827 CHF

pdf

Fund description

The fund generally invests in Japanese large and mid cap stocks contained in the MSCI Japan Socially Responsible 100% hedged to CHF 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 Socially Responsible 100% hedged to CHF Index net of fees. The stock exchange price may differ from the net asset value.

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

Physical

0.43%

15.0713 CHF

pdf

Fund description

The fund generally invests in stocks contained in the MSCI USA Socially Responsible 100% hedged to CHF 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 Socially Responsible 100% hedged to CHF Index net of fees. The stock exchange price may differ from the net asset value.

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

Physical

0.43%

15.0321 EUR

pdf

Fund description

The fund generally invests in stocks contained in the MSCI USA Socially Responsible 100% hedged to EUR 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 Socially Responsible 100% hedged to EUR Index net of fees. The stock exchange price may differ from the net asset value.

UBS ETF (LU) MSCI World Socially Responsible UCITS ETF (USD) A-disLU0629459743

Physical

0.38%

90.8155 USD

pdf

Fund description

The fund generally invests in stocks contained in the MSCI World Socially Responsible 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 Socially Responsible Index net of fees. The stock exchange price may differ from the net asset value.

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

Physical

0.50%

13.3367 EUR

pdf

Fund description

The fund generally invests in Japanese large and mid cap stocks contained in the MSCI Japan Socially Responsible 100% hedged to EUR 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 Socially Responsible 100% hedged to EUR 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.

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

Physical

0.38%

16.9550 CHF

pdf

Fund description

The fund generally invests in stocks contained in the MSCI EMU Socially Responsible 5% Issuer Capped 100% hedged to CHF 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 Socially Responsible 5% Issuer Capped 100% hedged to CHF Index net of fees. The stock exchange price may differ from the net asset value.

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

Physical

0.38%

17.6150 CHF

pdf

Fund description

The fund generally invests in stocks contained in the MSCI EMU Socially Responsible 5% Issuer Capped 100% hedged to CHF 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 Socially Responsible 5% Issuer Capped 100% hedged to CHF Index net of fees. The stock exchange price may differ from the net asset value.

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

Physical

0.50%

12.5798 USD

pdf

Fund description

The fund generally invests in Japanese large and mid cap stocks contained in the MSCI Japan Socially Responsible 100% hedged to USD 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 Socially Responsible 100% hedged to USD 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.

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

Physical

0.38%

15.1640 USD

pdf

Fund description

The fund generally invests in stocks contained in the MSCI EMU Socially Responsible 5% Issuer Capped 100% hedged to USD 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 Socially Responsible 5% Issuer Capped 100% hedged to USD Index net of fees. The stock exchange price may differ from the net asset value.

UBS ETF (LU) MSCI Pacific Socially Responsible UCITS ETF (USD) A-disLU0629460832

Physical

0.40%

73.5197 USD

pdf

Fund description

The fund generally invests in stocks contained in the MSCI Pacific Socially Responsible 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 Pacific Socially Responsible Index net of fees. The stock exchange price may differ from the net asset value.

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

Physical

0.40%

2555.8178 JPY

pdf

Fund description

The fund generally invests in Japanese large and mid cap stocks contained in the MSCI Japan Socially Responsible 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 Socially Responsible Index net of fees. The stock exchange price may differ from the net asset value.

UBS ETF (LU) MSCI USA Socially Responsible UCITS ETF (USD) A-disLU0629460089

Physical

0.33%

105.8894 USD

pdf

Fund description

The fund generally invests in stocks contained in the MSCI USA Socially Responsible 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 Socially Responsible Index net of fees. The stock exchange price may differ from the net asset value.

UBS ETF (LU) MSCI Emerging Markets Socially Responsible UCITS ETF (USD) A-disLU1048313891

Physical

0.53%

14.1665 USD

pdf

Fund description

The fund aims to track, before expenses, the price and income performance of the MSCI Emerging Markets SRI 5% Issuer Capped Index.The fund invests in equities of the respective index.

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

Physical

0.28%

15.9010 GBP

pdf

Fund description

The fund generally invests in stocks contained in the MSCI United Kingdom IMI Socially Responsible 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 United Kingdom IMI Socially Responsible Index net of fees.The stock exchange price may differ from the net asset value.

UBS ETF (LU) MSCI EMU Socially Responsible UCITS ETF (EUR) A-disLU0629460675

Physical

0.28%

93.0251 EUR

pdf

Fund description

The fund generally invests in stocks contained in the MSCI EMU Socially Responsible 5% Issuer Capped 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 Socially Responsible 5% Issuer Capped Index net of fees. The stock exchange price may differ from the net asset value.

UBS ETF (IE) MSCI United Kingdom IMI Socially Responsible UCITS ETF (hedged to EUR) A-accIE00BYNQMK61

Physical

0.38%

16.7896 EUR

pdf

Fund description

The fund generally invests in stocks contained in the MSCI UK IMI Extended SRI 5% Issuer Capped 100% hedged to EUR Index. The relative weightings of the companies correspond to their weightings in the index.The investment objective is to replicate the performance of the MSCI UK IMI Extended SRI 5% Issuer Capped 100% hedged to EUR Index.The stock exchange price may differ from the net asset value.

UBS ETF (IE) MSCI United Kingdom IMI Socially Responsible UCITS ETF (hedged to USD) A-accIE00BYNQMM85

Physical

0.38%

17.6803 USD

pdf

Fund description

The fund generally invests in stocks contained in the MSCI UK IMI Extended SRI 5% Issuer Capped 100% hedged to USD Index. The relative weightings of the companies correspond to their weightings in the index.The investment objective is to replicate the performance of the MSCI UK IMI Extended SRI 5% Issuer Capped 100% hedged to USD Index.The stock exchange price may differ from the net asset value.

UBS ETF (IE) MSCI United Kingdom IMI Socially Responsible UCITS ETF (hedged to CHF) A-disIE00BZ0RTB90

Physical

0.38%

10.5251 CHF

pdf

Fund description

The fund generally invests in stocks contained in the MSCI UK IMI Extended SRI 5% Issuer Capped 100% hedged to CHF Index. The relative weightings of the companies correspond to their weightings in the index.The investment objective is to replicate the performance of the MSCI UK IMI Extended SRI 5% Issuer Capped 100% hedged to CHF Index.The stock exchange price may differ from the net asset value.

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