1. Presentation :
The UBS MSCI World Socially Responsible UCITS ETF (UIMM, ISIN LU0629459743) is an equity fund exposed to developed global markets, built around an MSCI index that incorporates social responsibility and ESG criteria. Structured as a UCITS and denominated in USD with a distribution policy, it aims to provide diversified exposure to companies considered to meet specific ESG standards while distributing dividends to investors.
2. Advantages :
Global exposure to developed market equities with selection based on ESG criteria, facilitating the integration of a responsible approach into an equity portfolio. UCITS status provides a European regulatory framework. Income distribution suits investors seeking cash flows. An index-based product allowing passive management and relative sectoral and geographical diversification.
3. Risks :
Market risk linked to equities (volatility and economic cycles). ESG screening may create sectoral biases and lead to performance divergence versus a conventional equity index. Currency risk if the investor is not USD-denominated. Potential tracking error between the ETF and its reference index.
4. Investor profile :
Suitable for investors seeking global equity exposure with a socially responsible approach, willing to accept equity market volatility and targeting a medium- to long-term horizon, as well as for investors seeking regular distributions.
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 |