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

The UBS(Lux)Fund Solutions – MSCI Japan Socially Responsible UCITS ETF(JPY)A-acc is an exchange-traded fund (ETF) that tracks the Morningstar Japan TME NR JPY index, providing investors with exposure to Japanese large-cap equities with a focus on socially responsible investing.

As a Japan Large-Cap Blend Equity ETF, it is likely to have a portfolio comprised of prominent Japanese companies, potentially including well-known names in the automotive, technology, and consumer goods sectors. The funds AUM of approximately 17.6 billion CHF indicates a significant presence in the market, suggesting liquidity and potentially lower trading costs for investors.

From a performance perspective, the ETF has demonstrated a positive trend, with its last price above both its 20-day and 50-day simple moving averages (SMA20 and SMA50), indicating a short to medium-term uptrend. The 200-day simple moving average (SMA200) is lower than the current price, further supporting the notion of an overall positive trend. The average true range (ATR) of 9.25, or 0.37% of the last price, suggests relatively contained volatility.

Key performance indicators (KPIs) to monitor for this ETF could include its tracking error against the Morningstar Japan TME NR JPY index, the expense ratio, and the dividend yield. A low tracking error would indicate that the ETF is effectively replicating the indexs performance. The expense ratio, not provided, is crucial as it directly affects net returns; a lower ratio is generally more favorable. The dividend yield, also not provided, is important for income-focused investors, as it indicates the return they can expect from the funds dividend payments.

To further evaluate the ETFs potential, investors may also consider its holdings distribution, sector allocation, and the specific ESG (Environmental, Social, and Governance) criteria used to select the constituent stocks. Understanding these aspects can provide insights into the funds risk profile and its alignment with the investors values and investment objectives.