(CHSRI) UBS (CH) - MSCI - Ratings and Ratios

The UBS ETF (CH) - MSCI Switzerland IMI Socially Responsible (CHF) A-dis is an exchange-traded fund that tracks the Morningstar Switzerland TME NR CHF index, providing exposure to Swiss equities that meet certain socially responsible investing (SRI) criteria.

As a Switzerland Equity ETF, it is designed to capture the performance of the Swiss market, with a focus on companies that adhere to environmental, social, and governance (ESG) principles. The funds underlying index is likely constructed using a rules-based methodology that screens out companies involved in controversial activities or with poor ESG track records.

From a performance perspective, key metrics to monitor include the funds tracking error relative to its benchmark, as well as its returns relative to peers in the Switzerland Equity ETF category. Additional KPIs to consider include the funds expense ratio, trading liquidity, and the overall composition of its holdings, including sector and stock-level exposures.

Investors should also be aware of the funds investment universe and the specific SRI criteria used to construct the underlying index. This may include factors such as carbon footprint, labor practices, and board composition. By understanding these underlying drivers, investors can better assess the funds potential for long-term performance and alignment with their values.