(CHSRIA) UBS (CH) MSCI Switzerland - Ratings and Ratios
ESG, Equities, Swiss, Index, Tracking, Returns
Description: CHSRIA UBS (CH) MSCI Switzerland
The UBS ETF (CH) MSCI Switzerland IMI Socially Responsible (CHF) A-acc is an exchange-traded fund that tracks the Morningstar Switzerland TME NR CHF Index, providing investors with exposure to Swiss equities that meet certain socially responsible investing (SRI) criteria.
This ETF is designed for investors seeking to align their investments with their values while gaining exposure to the Swiss equity market. The funds underlying index is constructed to include companies that demonstrate strong environmental, social, and governance (ESG) practices, making it an attractive option for those prioritizing sustainability.
Analyzing the ETFs recent performance, we can observe a bullish trend indicated by the short-term and long-term moving averages (SMA20 > SMA50 > SMA200), suggesting a potential continuation of the upward trajectory. The Average True Range (ATR) indicates a relatively low volatility, which may attract risk-averse investors.
Despite the Assets Under Management (AUM) being reported as 0.00M CHF, its crucial to look beyond this figure, as it may not accurately reflect the funds current size or investor interest. The actual AUM could be minimal or the reporting might be delayed. Further investigation into more recent data or alternative sources is necessary to gauge the funds true scale.
Forecasting the ETFs future performance involves analyzing both technical and fundamental data. Given the current SMA20, SMA50, and SMA200 values, and considering the ETF is trading near its 52-week high, we can anticipate a potential short-term consolidation or a slight pullback before continuing its upward trend, driven by the overall positive momentum in the Swiss equity market and the appeal of SRI-focused investments.
To make a more informed forecast, we need to consider the broader market context, including economic indicators, sector performance, and investor sentiment. Assuming the Swiss economy continues to grow and ESG-focused investments remain in favor, the UBS ETF (CH) MSCI Switzerland IMI Socially Responsible (CHF) A-acc could potentially reach new highs, possibly testing resistance levels above its current 52-week high of 21.36. However, a comprehensive analysis of the underlying index constituents, their financial health, and the competitive landscape is necessary to refine this forecast.
Additional Sources for CHSRIA ETF
CHSRIA ETF Overview
Market Cap in USD | 331m |
Category | Switzerland Equity |
IPO / Inception | 2019-09-09 |
CHSRIA ETF Ratings
Growth Rating | 42.1 |
Fundamental | - |
Dividend Rating | 40.1 |
Rel. Strength | -8.46 |
Analysts | - |
Fair Price Momentum | 19.47 CHF |
Fair Price DCF | - |
CHSRIA Dividends
Dividend Yield 12m | 0.92% |
Yield on Cost 5y | 1.25% |
Annual Growth 5y | 9.74% |
Payout Consistency | 100.0% |
Payout Ratio | % |
CHSRIA Growth Ratios
Growth Correlation 3m | 36.8% |
Growth Correlation 12m | 49.6% |
Growth Correlation 5y | 52.8% |
CAGR 5y | 6.67% |
CAGR/Max DD 5y | 0.24 |
Sharpe Ratio 12m | 0.47 |
Alpha | -6.05 |
Beta | 0.537 |
Volatility | 10.74% |
Current Volume | 1.4k |
Average Volume 20d | 4.5k |
Stop Loss | 20.3 (-2.9%) |
As of July 16, 2025, the stock is trading at CHF 20.90 with a total of 1,433 shares traded.
Over the past week, the price has changed by +0.50%, over one month by -0.40%, over three months by +7.38% and over the past year by +3.26%.
Partly, yes. Based on ValueRay´s Analyses, UBS (CH) MSCI Switzerland (SW:CHSRIA) is currently (July 2025) ok to buy, but has to be watched. It has a Growth Technical Rating of 42.05 and therefor an somewhat technical positive rating according to historical growth.
Based on momentum, paid dividends and discounted-cash-flow analyses, the fair value of CHSRIA is around 19.47 CHF . This means that CHSRIA is currently overvalued and has a potential downside of -6.84%.
UBS (CH) MSCI Switzerland has no consensus analysts rating.
According to our own proprietary Forecast Model, CHSRIA UBS (CH) MSCI Switzerland will be worth about 21.8 in July 2026. The stock is currently trading at 20.90. This means that the stock has a potential upside of +4.07%.
Issuer | Target | Up/Down from current |
---|---|---|
Wallstreet Target Price | - | - |
Analysts Target Price | - | - |
ValueRay Target Price | 21.8 | 4.1% |