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 that provides targeted exposure to the Swiss equity market through a sustainability-focused lens. It seeks to replicate the performance of the MSCI Switzerland IMI Extended SRI Low Carbon Select 5% Issuer Capped Index, which includes large, mid, and small-cap Swiss companies selected for their strong environmental, social, and governance (ESG) profiles, while emphasizing low carbon intensity and capping individual issuer exposure at 5% to enhance diversification. Launched on September 11, 2017, and domiciled in Switzerland, the ETF employs a physical replication strategy as a long-only, currency-unhedged product in Swiss Francs (CHF), with an annual distribution policy for dividends, yielding approximately 2.12% based on recent data. Managed by UBS Asset Management, it holds prominent Swiss firms across sectors like healthcare, finance, and consumer goods, including top positions in UBS Group, Roche Holding, and Novartis, reflecting Switzerland's economic strengths in pharmaceuticals, banking, and manufacturing. With a total expense ratio of 0.28% p.a. and assets under management around 289 million EUR, this ETF serves investors prioritizing responsible investing, integrating ESG criteria to exclude controversial activities such as tobacco and weapons, thereby promoting ethical standards within broad Swiss market participation.