(WSRIA) UBS (Irl) – MSCI World - Ratings and Ratios
Exchange: SW • Country: Switzerland • Currency: USD • Type: Etf • ISIN: IE00BK72HJ67 • Global Large-Cap Blend Equity
WSRIA: ESG, Investments, Global, Equities, Responsible
UBS (Irl) ETF plc – MSCI World Socially Responsible UCITS ETF (USD) A-acc (Ticker: WSRIA) is designed to replicate the performance of the MSCI World SRI Low Carbon Select 5% Issuer Capped Index. This index focuses on global companies with strong ESG (Environmental, Social, and Governance) performance, excluding those with significant negative social or environmental impacts. The fund aims to align with the index as closely as possible, minimizing tracking error. It is listed on the SIX Swiss Exchange and falls under the Global Large-Cap Blend Equity category. The fund is part of UBSs sustainable investment offerings, targeting investors seeking ESG-aligned global equity exposure.
From a technical perspective, the fund is trading near its SMA 200 level of 22.12, suggesting potential bullish momentum if it breaks above resistance. The SMA 20 and SMA 50 are slightly below the current price, indicating short-term strength. The ATR of 0.46 reflects moderate volatility. On the fundamental side, with an AUM of $1.15 billion, the fund demonstrates strong investor confidence in its ESG-focused strategy. This combination of technical strength and robust asset base positions the fund for stable growth in the near term.
Additional Sources for WSRIA ETF
WSRIA ETF Overview
Market Cap in USD | 1,150m |
Category | Global Large-Cap Blend Equity |
TER | 0.20% |
IPO / Inception | 2020-05-07 |
WSRIA ETF Ratings
Growth Rating | 59.8 |
Fundamental | - |
Dividend Rating | 0.0 |
Rel. Strength | -1.3 |
Analysts | - |
Fair Price Momentum | 21.59 USD |
Fair Price DCF | - |
WSRIA Dividends
No Dividends PaidWSRIA Growth Ratios
Growth Correlation 3m | -62.6% |
Growth Correlation 12m | 31.5% |
Growth Correlation 5y | 73.1% |
CAGR 5y | 13.12% |
CAGR/Max DD 5y | 0.40 |
Sharpe Ratio 12m | 1.49 |
Alpha | 1.01 |
Beta | 0.771 |
Volatility | 24.25% |
Current Volume | 1.8k |
Average Volume 20d | 15.6k |
As of May 12, 2025, the stock is trading at USD 22.24 with a total of 1,751 shares traded.
Over the past week, the price has changed by +1.05%, over one month by +10.37%, over three months by -1.79% and over the past year by +8.12%.
Partly, yes. Based on ValueRay Analyses, UBS (Irl) – MSCI World (SW:WSRIA) is currently (May 2025) ok to buy, but has to be watched. It has a Growth Technical Rating of 59.75 and therefor an somewhat technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of WSRIA as of May 2025 is 21.59. This means that WSRIA is currently overvalued and has a potential downside of -2.92%.
UBS (Irl) – MSCI World has no consensus analysts rating.
According to ValueRays Forecast Model, WSRIA UBS (Irl) – MSCI World will be worth about 24.1 in May 2026. The stock is currently trading at 22.24. This means that the stock has a potential upside of +8.18%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | - | - |
Analysts Target Price | - | - |
ValueRay Target Price | 24.1 | 8.2% |