UBS ETF (CH) MSCI Switzerland IMI Socially Responsible (CHF) A-dis

UBS ETF (CH) MSCI Switzerland IMI Socially Responsible (CHF) A-dis is an exchange-traded fund launched on 11 September 2017 by UBS ETF, domiciled in Switzerland. It tracks the MSCI Switzerland IMI Extended SRI Low Carbon Select 5% Issuer Capped NTR CHF Index, a capitalization-weighted benchmark capturing large, mid, and small-cap Swiss equity market stocks selected for superior environmental, social, and governance (ESG) ratings while excluding firms with adverse social or environmental impacts. The ETF employs physical replication, maintaining a long-only strategy with currency unhedged exposure in Swiss Francs (CHF) and an annual distribution policy, paying dividends roughly 2.12-2.20% yield over the past year. With approximately 289 million Euros in assets under management and a total expense ratio of 0.28% p.a., it features 58-59 constituents led by top holdings like ABB Ltd, Roche Holding, Novartis, Nestlé, and UBS Group, emphasizing sectors such as health care (27.8%), financial services (22.6%), and industrials (17.0%). This ETF holds strong ESG metrics, including an 8.5 overall score, zero controversial weapons or tobacco involvement, low carbon intensity, and high governance standards like 86.6% board independence, outperforming broader benchmarks in sustainability focus. It provides targeted access to ethically screened Swiss market exposure for investors prioritizing responsible investing principles.