(UIMR) UBS(Lux)Fund Solutions – - Ratings and Ratios

The UBS(Lux)Fund Solutions – MSCI EMU Socially Responsible UCITS ETF(EUR)A-dis EUR is an exchange-traded fund (ETF) that tracks the Morningstar Developed Europe ex Eurozone TME NR EUR Index, focusing on Eurozone large-cap equity with a socially responsible investing (SRI) approach. As of the latest data, the fund has a significant presence in the market with a substantial Assets Under Management (AUM) of 816.05 million EUR.

From a technical analysis perspective, the ETFs price is currently at 130.88 EUR, slightly below its short-term moving averages (SMA20 at 131.83 and SMA50 at 131.52), indicating a potential short-term bearish trend or consolidation phase. However, being above its SMA200 at 125.34 suggests an overall long-term bullish trend. The Average True Range (ATR) is 0.95, translating to a volatility of 0.73%, which is relatively moderate. The ETF has reached a 52-week high of 135.38 and a low of 110.59, showing its resilience and the overall market condition.

To further analyze the ETFs performance, key performance indicators (KPIs) such as the expense ratio, tracking error, and dividend yield could be examined. Typically, for an ETF like UIMR, a lower expense ratio is desirable as it directly impacts the net returns to investors. The tracking error, which measures how closely the ETF follows its underlying index, is also crucial. A lower tracking error indicates a more accurate replication of the indexs performance. Additionally, the dividend yield, which is a portion of the funds income distributed to shareholders, can be an attractive feature for income-seeking investors.

Given its SRI focus, the ETF is likely to exclude companies that do not meet certain environmental, social, and governance (ESG) criteria. This could potentially lead to a different performance profile compared to a non-SRI ETF tracking a similar index. Investors should evaluate whether the SRI criteria align with their investment goals and values. Moreover, the ETFs adherence to UCITS (Undertakings for Collective Investment in Transferable Securities) regulations ensures a certain level of regulatory compliance and investor protection, making it a viable option for a wide range of investors.