(UKUKD) UBS(Lux)Fund Solutions – - Ratings and Ratios
UK Equities, Large-Cap, ETF Tracking, Diversification, GBP Exposure
Description: UKUKD UBS(Lux)Fund Solutions –
The UBS(Lux)Fund Solutions – MSCI United Kingdom UCITS ETF(GBP)A-UKdis is an exchange-traded fund (ETF) that tracks the Morningstar UK All Cap TME NR GBP index, providing investors with broad exposure to the UK large-cap equity market. As a Switzerland-originated ETF, it is designed to offer a diversified portfolio of UK-listed stocks, catering to investors seeking to tap into the UK market.
From a technical analysis perspective, the ETFs price action indicates a bullish trend, with the short-term and long-term moving averages (SMA20 and SMA50) converging above the SMA200, suggesting a potential continuation of the uptrend. The Average True Range (ATR) is relatively low at 0.17, equivalent to 1.18% of the last price, indicating moderate volatility. Given the current price of 14.17, the proximity to the 52-week high of 14.46 suggests that the ETF may be nearing a resistance level, while the 52-week low of 11.22 provides a significant support level.
Considering the fundamental data, the Assets Under Management (AUM) of 94.34M GBP indicate a relatively modest size for the ETF. However, this does not necessarily imply a lack of liquidity or investor interest. The ETFs tracking of the Morningstar UK All Cap TME NR GBP index provides a comprehensive representation of the UK market, which can be attractive to investors seeking broad UK equity exposure.
By combining technical and fundamental analysis, a potential forecast for the UBS(Lux)Fund Solutions – MSCI United Kingdom UCITS ETF(GBP)A-UKdis is that it may continue to trade within a narrow range, potentially consolidating around the current price level. If the uptrend continues, the ETF may challenge the 52-week high of 14.46. Conversely, a decline below the SMA50 (13.97) could signal a potential downturn, with the SMA200 (13.56) providing a longer-term support level. Investors should monitor the ETFs price action and adjust their strategies accordingly.
Additional Sources for UKUKD ETF
UKUKD ETF Overview
Market Cap in USD | 129m |
Category | UK Large-Cap Equity |
TER | 0.20% |
IPO / Inception | 2014-10-02 |
UKUKD ETF Ratings
Growth Rating | 63.4 |
Fundamental | - |
Dividend Rating | 45.7 |
Rel. Strength | -4.3 |
Analysts | - |
Fair Price Momentum | 14.85 GBP |
Fair Price DCF | - |
UKUKD Dividends
Dividend Yield 12m | 3.51% |
Yield on Cost 5y | 5.69% |
Annual Growth 5y | 0.08% |
Payout Consistency | 82.2% |
Payout Ratio | % |
UKUKD Growth Ratios
Growth Correlation 3m | 83.8% |
Growth Correlation 12m | 81.2% |
Growth Correlation 5y | 97.9% |
CAGR 5y | 24.60% |
CAGR/Max DD 5y | 2.09 |
Sharpe Ratio 12m | 0.94 |
Alpha | 10.56 |
Beta | 0.393 |
Volatility | 11.86% |
Current Volume | 0k |
Average Volume 20d | 4.4k |
As of July 04, 2025, the stock is trading at GBP 14.48 with a total of 0 shares traded.
Over the past week, the price has changed by +0.39%, over one month by -0.01%, over three months by +3.47% and over the past year by +9.79%.
Yes. Based on ValueRay's Analyses, UBS(Lux)Fund Solutions – (SW:UKUKD) is currently (July 2025) a good stock to buy. It has a ValueRay Growth Rating of 63.37 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 UKUKD is around 14.85 GBP . This means that UKUKD is currently overvalued and has a potential downside of 2.56%.
UBS(Lux)Fund Solutions – has no consensus analysts rating.
According to our own proprietary Forecast Model, UKUKD UBS(Lux)Fund Solutions – will be worth about 16.5 in July 2026. The stock is currently trading at 14.48. This means that the stock has a potential upside of +14.02%.
Issuer | Target | Up/Down from current |
---|---|---|
Wallstreet Target Price | - | - |
Analysts Target Price | - | - |
ValueRay Target Price | 16.5 | 14% |