Overview
Description
UBS SBI Foreign AAA-BBB 5-10 ESG UCITS ETF CHF Dis. is an exchange-traded fund designed to provide broad exposure to investment-grade foreign bonds denominated in Swiss Francs. The ETF tracks the SBI ESG Foreign AAA-BBB 5-10 index, which focuses exclusively on bonds issued by highly rated foreign entities (with credit ratings from AAA to BBB) and applies rigorous ESG (environmental, social, and governance) screening criteria. By targeting bonds with maturities between five and ten years, the fund seeks to balance the need for yield with moderate interest rate risk, appealing to investors requiring predictable income streams with a sustainability overlay.
Notable features include its physical replication strategy, semiannual income distribution policy, and a competitive total expense ratio of 0.20% per annum. The ETF manages a sizeable portfolio, with assets diversified across more than a hundred holdings and spanning multiple geographies. This focus on sustainability combined with high credit quality and Swiss Franc denomination makes the ETF distinctively positioned for institutional and private investors looking to align fixed income allocations with ESG values, while maintaining currency exposure to the Swiss Franc.
About
Address
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Phone
+352 4 36 16 11
Website
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Instrument type
ETF
Country
Germany
MIC code
XETR