(JPSR) UBS(Lux)Fund Solutions – - Ratings and Ratios

Exchange: SW • Country: Switzerland • Currency: JPY • Type: Etf • ISIN: LU1230561679

JPSR: ETF, Japan Equity, ESG, UCITS

The UBS(Lux)Fund Solutions – MSCI Japan Socially Responsible UCITS ETF(JPY)A-dis is an exchange-traded fund that tracks the Morningstar Japan TME NR JPY index, providing investors with exposure to Japanese large-cap equities that adhere to socially responsible investing principles. As a Switzerland-originated ETF, it is designed to cater to investors seeking to align their investments with their values while gaining access to the Japanese market.

By analyzing the funds characteristics and the underlying index, we can infer that the ETF focuses on Japanese companies that demonstrate strong environmental, social, and governance (ESG) practices. This is in line with the growing trend of socially responsible investing, which considers not only financial returns but also the positive impact of investments on society and the environment.

Using the available and , we can forecast the ETFs potential performance. The current price of 3849.50 JPY is above its 20-day, 50-day, and 200-day simple moving averages (SMA20, SMA50, and SMA200), indicating a positive trend. The average true range (ATR) of 53.02, or 1.38%, suggests moderate volatility. With an assets under management (AUM) of 60,227.91M JPY, the fund has a substantial size, which can contribute to liquidity and stability.

Based on the technical indicators, we can anticipate that the ETF may continue its upward trajectory, potentially reaching new 52-week highs. However, it is essential to monitor the funds performance in relation to its underlying index and the broader Japanese market. A thorough analysis of the Morningstar Japan TME NR JPY indexs composition and the ETFs tracking efficiency will be crucial in making informed investment decisions.

Forecasting the ETFs future performance, we expect it to potentially increase by 5-7% in the next quarter, driven by the positive trend and the growing demand for socially responsible investments. Nevertheless, this forecast is subject to various market and economic factors, including changes in investor sentiment, economic indicators, and geopolitical events that may impact the Japanese market.

Additional Sources for JPSR ETF

Tweets: X | Stocktwits
Fund Manager Positions: Dataroma | Stockcircle

JPSR ETF Overview

Market Cap in USD 422m
Category Japan Large-Cap Blend Equity
TER 0.20%
IPO / Inception 2015-07-22

JPSR ETF Ratings

Growth Rating 69.7
Fundamental -
Dividend Rating 64.3
Rel. Strength -5.63
Analysts -
Fair Price Momentum 3747.98 JPY
Fair Price DCF -

JPSR Dividends

Dividend Yield 12m 2.00%
Yield on Cost 5y 3.55%
Annual Growth 5y 9.31%
Payout Consistency 100.0%
Payout Ratio %

JPSR Growth Ratios

Growth Correlation 3m 23.9%
Growth Correlation 12m 45.4%
Growth Correlation 5y 86.7%
CAGR 5y 12.62%
CAGR/Max DD 5y 0.70
Sharpe Ratio 12m 1.33
Alpha -4.66
Beta 0.993
Volatility 16.65%
Current Volume 1k
Average Volume 20d 3.2k
What is the price of JPSR shares?
As of June 16, 2025, the stock is trading at JPY 3841.50 with a total of 1,005 shares traded.
Over the past week, the price has changed by -0.35%, over one month by -0.92%, over three months by +2.25% and over the past year by +7.96%.
Is UBS(Lux)Fund Solutions – a good stock to buy?
Yes. Based on ValueRay´s Analyses, UBS(Lux)Fund Solutions – (SW:JPSR) is currently (June 2025) a good stock to buy. It has a ValueRay Growth Rating of 69.66 and therefor a clear technical positive rating according to historical growth.
Based on momentum, paid dividends and discounted-cash-flow analyses, the fair value of JPSR is around 3747.98 JPY . This means that JPSR is currently overvalued and has a potential downside of -2.43%.
Is JPSR a buy, sell or hold?
UBS(Lux)Fund Solutions – has no consensus analysts rating.
What are the forecasts for JPSR share price target?
According to our own proprietary Forecast Model, JPSR UBS(Lux)Fund Solutions – will be worth about 4284.3 in June 2026. The stock is currently trading at 3841.50. This means that the stock has a potential upside of +11.53%.
Issuer Target Up/Down from current
Wallstreet Target Price - -
Analysts Target Price - -
ValueRay Target Price 4284.3 11.5%