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

UBS ETF (CH) MSCI Switzerland IMI Socially Responsible (CHF) A-acc is an exchange-traded fund that tracks the MSCI Switzerland IMI Extended SRI Low Carbon Select 5% Issuer Capped NTR CHF Index. This index provides exposure to large, mid, and small-cap stocks from the Swiss equity market, selecting companies with leading Environmental, Social, and Governance (ESG) ratings while excluding those involved in controversial activities like tobacco or weapons. Notable features include a 5% cap per issuer to enhance diversification, low carbon intensity focus, and sector allocations led by Health Care (27.8%), Financial Services (22.6%), and Industrials (17.0%). The fund, domiciled in Switzerland and managed by UBS Asset Management, offers physical replication in Swiss francs without currency hedging, promoting cost efficiency with a total expense ratio of 0.28% and accumulating dividends for reinvestment. With around 59 holdings and strong ESG metrics—such as an 8.5 ESG score—it enables investors to access a sustainable subset of the Swiss market, emphasizing transparency, risk diversification, and alignment with responsible investment principles.