UBS MSCI Japan Socially Responsible.. (JPSR)

Exchange: London Exchange • Country: UK • Currency: GBX • Type: Etf • ISIN: LU1230561679 • Japan Large-Cap Equity

This investment product can be accessed through UBS's website for more information regarding their funds.

It is based in Luxembourg, offering a stable and reliable environment for investors looking to diversify their portfolio globally.

The fund tracks the Morningstar Japan TME NR JPY index, which focuses on socially responsible investing in Japanese companies.

If you are interested in ethical and socially responsible investing in Japan, this option could align with your investment goals.

Drawdown (Underwater) Chart

Drawdown / Underwater Chart for UBS MSCI Japan Socially Responsible.. (JPSR)

JPSR ETF Overview

Market Cap in USD 1,057m
Category Japan Large-Cap Equity
TER 0.19%
IPO / Inception 2015-07-22

JPSR ETF Ratings

Growth 5y 1.57
Fundamental -
Dividend 3.29
Rel. Performance vs Sector -0.40
Analysts -
Fair Price Momentum 1639.70 GBX
Fair Price DCF -

JPSR Dividends

Yield 12m 0.02%
Yield on Cost 5y 0.02%
Dividends CAGR 5y 1.66%
Payout Consistency 63.3%

JPSR Growth Ratios

Growth 12m 2.29%
Growth Correlation 12m 27%
Growth Correlation 3m 11%
CAGR 5y 2.49%
Sharpe Ratio 12m -0.20
Alpha vs SP500 12m -10.22
Beta vs SP500 5y weekly 0.39
ValueRay RSI 7.47
Volatility GJR Garch 1y 14.28%
Price / SMA 50 -3.54%
Price / SMA 200 0.18%
Current Volume 22k
Average Volume 20d 5.7k

External Links for JPSR ETF

Tweets
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Fund Manager Positions
DataromaStockcircle
What is the price of JPSR stocks?
As of April 26, 2024, the stock is trading at GBX 1796.50 with a total of 21,978 shares traded.
Over the past week, the price has changed by -1.35%, over one month by -5.07%, over three months by -3.07% and over the past year by +0.89%.
What is the forecast for JPSR stock price target?
According to ValueRays Forecast Model, JPSR UBS MSCI Japan Socially Responsible.. will be worth about 1802 in April 2025. The stock is currently trading at 1796.50. This means that the stock has a potential upside of +0.31%.
Issuer Forecast Upside
Wallstreet Target Price - -
Analysts Target Price - -
ValueRay Target Price 1802 0.31

Exploring UBS MSCI Japan Socially Responsible UCITS JPY A-dis

History and Evolution

UBS MSCI Japan Socially Responsible UCITS JPY A-dis is a fund designed for investors aiming to contribute positively to society while making their investments. It focuses on Japanese companies with exceptional environmental, social, and governance (ESG) ratings. The inception of this fund marked UBS's commitment to sustainable investing, aligning investors' financial goals with environmental and social impact.

Core and Side Businesses

The core business of the UBS MSCI Japan Socially Responsible UCITS fund is to invest in Japanese stocks that meet high ESG standards. It screens companies using rigorous ESG criteria, ensuring investments align with sustainable and socially responsible practices. Side businesses include financial advisory services and ESG consulting, helping companies and investors understand and improve their sustainability performance.

Current Market Status

As of now, the UBS MSCI Japan Socially Responsible UCITS JPY A-dis continues to attract attention in the market. Its focus on ESG-compliant Japanese companies allows investors to contribute to societal welfare while seeking financial returns. The rising awareness of sustainable investing keeps it relevant in an ever-evolving investment landscape. However, like any investment, market conditions affect its performance, and investors are advised to consider their financial goals and risk tolerance when investing in funds such as this.