ISIN LU0629459743 WKN A1JA1R Rating ★★★☆☆
2990 Mio EUR
"UBS ETF (LU) MSCI World Socially Responsible UCITS ETF (USD) A-dis" is an exchange-traded investment fund (ETF). It refers to the MSCI World SRI Low Carbon Select 5% Issuer Capped Index. This index reflects the development of 352 world wide stocks and is therefore relatively well diversified. The ETF replicates its index using full physical replication, so it contains all the securities of its reference index. The ETF's earnings (dividends) are distributed to the investors. The fund company UBS ETF claims a total expense ratio (TER) of 0.22% per year. The yearly average divergence from the index performance (Tracking Difference) since 2012 was 0.31% per year. Therefore, the ETF was more expensive than the TER suggests.
Comparing Tracking Difference, Total Expense Ratio and fund size
Every bubble represents an ETF. The further to the right it is, the higher (worse) is its tracking difference. The further up it is, the higher the total expense ratio specified by the fund company. The bubble's area represents the fund volume.