(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
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
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 |
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%.
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%.
UBS(Lux)Fund Solutions – has no consensus analysts rating.
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% |