UBS MSCI ACWI ESG Universal Low Carbon Select UCITS ETF USD A Dis CHF

Description

UBS MSCI ACWI ESG Universal Low Carbon Select UCITS ETF USD A Dis CHF is a equity ETF from UBS tracking the MSCI ACWI ESG Universal Low Carbon Select index through physical replication. Domiciled in Ireland and launched in 2019, the fund manages about 2.2 bn € and charges a TER of 0.20% — 20 € per year on a €10,000 investment. Income is paid out to investors periodically (distributing).

The fund in context

UBS MSCI ACWI ESG Universal Low Carbon Select UCITS ETF USD A Dis CHF competes with 4 other products on the same index (MSCI ACWI ESG Universal Low Carbon Select): it ranks 1st by fund size and 1st by ongoing cost, with a TER of 0.20% against a group median of 0.30%. It has been listed since 2019, 7 years of track record.

On a €10,000 investment the TER costs 20 € a year, and no product in the group costs less.

Replication is physical: the fund holds the underlying securities directly. The ten largest positions account for 23.8% of the portfolio.

Income is distributed periodically: it produces cash flow, but reinvesting it is up to you if the goal is capital growth. The fund is denominated in USD. That is not the same as currency risk: the exposure comes from the currencies of the underlying holdings, not from the denomination or the trading currency of a given listing.

Irish domicile lets the fund apply the Ireland–US tax treaty, with 15% withholding instead of 30% on US dividends received by the fund.

Top 10 holdings

Stock exchange listings

Compare with similar ETFs

• AWESGS — UBS MSCI ACWI ESG Universal Low Carbon Select UCITS ETF Hedged CHF A Acc 0.30%
• AWESGW — UBS MSCI ACWI ESG Universal Low Carbon Select UCITS ETF Hedged USD A Acc CHF 0.30%
• AWESGJ — UBS MSCI ACWI ESG Universal Low Carbon Select UCITS ETF Hedged JPY A Acc 0.30%
• AWESGT — UBS MSCI ACWI ESG Universal Low Carbon Select UCITS ETF Hedged CHF A Dis 0.30%

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