Overview
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Description
UBS MSCI World Socially Responsible UCITS ETF USD dis is an exchange-traded fund that passively tracks the MSCI World SRI Low Carbon Select 5% Issuer Capped Index (Net Return). This index focuses on large- and mid-cap companies from developed markets worldwide, selected for their strong environmental, social, and governance (ESG) performance, including low carbon exposure and alignment with socially responsible criteria. The ETF employs a full physical replication strategy, investing directly in the index constituents to mirror their weightings, ensuring close performance tracking while capping any single issuer at 5% to manage concentration risk. Domiciled in Luxembourg and launched in August 2011, it distributes dividends semi-annually, with a total expense ratio of 0.22% p.a., and maintains a fund size exceeding EUR 3.7 billion. Spanning diverse sectors in global equities, the ETF plays a key role in sustainable investing, offering investors exposure to responsible companies contributing to a low-carbon economy without hedging currency risk. UCITS compliant, it emphasizes transparency, cost efficiency, and ESG integration in the financial markets.
About
Address
Honthorststraat 19
11 Bermudiana Road
Amsterdam, 1071 DC, MI
Netherlands
11 Bermudiana Road
Amsterdam, 1071 DC, MI
Netherlands
Phone
+44 20 7355 9810
Website
Instrument type
ETF
Country
Switzerland
MIC code
XSWX