(AWSRIS) UBS (Irl) - MSCI ACWI - Ratings and Ratios

The UBS (Irl) ETF plc - MSCI ACWI Socially Responsible UCITS ETF Hedged CHF A Acc is an exchange-traded fund (ETF) that tracks the MSCI ACWI Socially Responsible Index, providing investors with exposure to a diversified portfolio of stocks from developed and emerging markets that meet certain social and environmental criteria. The fund is denominated in Swiss Francs (CHF) and is hedged to minimize currency risk.

From a quantitative perspective, the funds performance can be evaluated using key performance indicators (KPIs) such as tracking error, information ratio, and Sharpe ratio. A low tracking error would indicate that the fund is effectively replicating the performance of its underlying index. The information ratio would provide insight into the funds risk-adjusted returns relative to its benchmark. The Sharpe ratio would help assess the funds excess returns relative to its volatility.

Given the funds focus on socially responsible investing, investors may also be interested in evaluating its environmental, social, and governance (ESG) metrics. KPIs such as carbon footprint, ESG rating, and portfolio ESG score could provide valuable insights into the funds sustainability profile. For instance, a lower carbon footprint would indicate a reduced exposure to climate-related risks, while a higher ESG rating would suggest a stronger commitment to responsible investing practices.

To further assess the funds attractiveness, investors may consider its liquidity profile, trading costs, and tax efficiency. Metrics such as average daily trading volume, bid-ask spread, and total expense ratio (TER) could help investors evaluate the funds liquidity and cost structure. A liquid fund with low trading costs and a competitive TER would be more appealing to investors seeking to minimize their investment expenses.