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

The UBS(Lux)Fund Solutions – MSCI World Socially Responsible UCITS ETF(USD)A-dis CHF is an exchange-traded fund (ETF) that tracks the Morningstar Global TME NR USD index, providing investors with exposure to a globally diversified portfolio of large-cap stocks that meet certain socially responsible investing (SRI) criteria.

As a Global Large-Cap Blend Equity ETF, it invests in a broad range of companies across developed markets, aiming to replicate the performance of its underlying index. With an AUM of approximately CHF 4.26 billion, the fund has a significant presence in the market, indicating a reasonable level of liquidity.

To evaluate the funds performance, key metrics such as tracking error, expense ratio, and dividend yield can be considered. A low tracking error would indicate that the fund is effectively replicating its underlying index. The expense ratio, which represents the funds operating costs, is also crucial in determining the funds overall cost-effectiveness. Additionally, the dividend yield can provide insight into the funds income-generating potential.

From a technical analysis perspective, the funds price movements can be assessed using various indicators. Although the current price is below its 20-day and 200-day simple moving averages (SMA20 and SMA200), it is above its 50-day simple moving average (SMA50), suggesting a potential short-term uptrend. The average true range (ATR) indicates a relatively low level of volatility, which may be attractive to risk-averse investors.

To make an informed investment decision, it is essential to consider the funds underlying holdings, sector allocation, and geographic distribution. The funds SRI criteria and the resulting portfolio composition can also be evaluated to ensure alignment with the investors values and objectives.