(ESREUA) 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 Zone TME NR EUR index, focusing on large-cap equities in the Eurozone with a socially responsible investing (SRI) approach.

From a quantitative perspective, key performance indicators (KPIs) for this ETF include its tracking error, information ratio, and Sharpe ratio, which are crucial in assessing its risk-adjusted performance relative to its benchmark. Although specific values for these metrics are not provided, a thorough analysis would involve comparing these KPIs against peers and the broader ETF category to gauge the funds efficiency and effectiveness in capturing the desired market exposure while adhering to its SRI criteria.

Given the ETFs focus on Eurozone large-cap equities with an SRI filter, its essential to examine its sectoral and geographical diversification, as well as its holdings ESG (Environmental, Social, Governance) scores. The funds AUM of 807.66M CHF indicates a reasonable scale, potentially contributing to lower expense ratios and better trading liquidity. However, the actual ESG profile and the specific exclusion criteria used by the fund would be critical in evaluating its alignment with an investors values and sustainability goals.

From a technical analysis standpoint, the ETFs price action, as indicated by its moving averages (SMA20, SMA50, SMA200), suggests a recent downtrend, with the short-term averages below the longer-term averages, potentially signaling bearish sentiment or a correction phase. The Average True Range (ATR) indicates moderate volatility, which is a crucial factor for traders and investors to consider when assessing potential risks and opportunities.

To make an informed investment decision, its crucial to assess the ETFs historical performance during various market cycles, its correlation with other assets in a portfolio, and how it contributes to the overall portfolios risk-return profile. Additionally, comparing its expense ratio, trading volume, and bid-ask spreads against similar ETFs would provide insights into its operational efficiency and liquidity.