Overview: The UBS MSCI USA Socially Responsible UCITS ETF hEUR is an exchange-traded fund that aims to replicate the performance of the MSCI USA Socially Responsible Index. This ETF primarily invests in stocks of American companies that meet strict environmental, social, and governance (ESG) criteria, allowing investors to engage in responsible investment practices.
Benefits: This ETF offers the opportunity to invest in companies that stand out for their social responsibility and sustainability. By integrating ESG criteria, it enables investors to support companies that adopt ethical practices while seeking to generate returns. Additionally, the structure of an ETF allows for high liquidity and instant diversification within the U.S. market.
Risks: Like any equity investment, this ETF is subject to stock market volatility. Fluctuations in stock prices can affect the value of the ETF. Furthermore, while the focus on ESG criteria may reduce certain risks, it does not eliminate risks related to the performance of underlying companies or general economic conditions.
Investor Profile: This ETF is suitable for investors who wish to integrate ethical considerations into their portfolio while seeking to invest in the U.S. market. It is particularly well-suited for long-term investors who are comfortable with stock volatility and who seek to align their investments with their personal values.
Total Annual Returns, Including Dividends
The drawdown measures the decline in price from its historical high. It helps assess the fund's downside risk. The calculation includes dividends.
| Volatility | Max drawdown | Sharpe ratio | |
|---|---|---|---|
| 1 year | |||
| 3 years | |||
| 10 years | |||
| Max |