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

Exchange: XETRA • Country: Germany • Currency: EUR • Type: Etf • ISIN: LU2250132763

Swiss Stocks, Equity Funds, Index Funds

Description: CHSR UBS(Lux)Fund Solutions –

The UBS(Lux)Fund Solutions – MSCI Switzerland IMI Socially Responsible UCITS ETF(CHF)A-acc is an exchange-traded fund (ETF) that tracks the Morningstar Switzerland TME NR CHF Index, providing investors with exposure to Swiss equities that meet certain social responsibility criteria.

From a quantitative perspective, the ETF has demonstrated relatively stable price action, with short-term and medium-term moving averages (SMA20: 15.22, SMA50: 15.34) indicating a stable trend. The longer-term SMA200 (14.98) suggests a positive trend over the past year. The Average True Range (ATR) of 0.12 (0.78%) implies moderate volatility.

Key Performance Indicators (KPIs) for this ETF include its tracking error relative to the underlying index, which is not provided. However, we can infer that the ETFs price has been relatively close to its 52-week high (15.64) and above its 52-week low (13.31), indicating a stable performance. The Assets Under Management (AUM) of 202.38M EUR suggest a moderate level of investor interest.

To further evaluate this ETF, we can consider additional metrics such as the funds expense ratio, dividend yield, and sector allocation. A lower expense ratio would be desirable, as it would indicate lower costs for investors. The dividend yield would provide insight into the income generated by the ETF. The sector allocation would reveal the ETFs exposure to various industries, allowing investors to assess potential risks and opportunities.

Additional Sources for CHSR ETF

Tweets: X | Stocktwits
Fund Manager Positions: Dataroma | Stockcircle

CHSR ETF Overview

Market Cap in USD 236m
Category Switzerland Equity
TER 0.30%
IPO / Inception 2021-02-26

CHSR ETF Ratings

Growth Rating 47.5
Fundamental -
Dividend Rating 0.0
Rel. Strength -16.4
Analysts -
Fair Price Momentum 14.39 EUR
Fair Price DCF -

CHSR Dividends

Currently no dividends paid

CHSR Growth Ratios

Growth Correlation 3m 28.4%
Growth Correlation 12m 52%
Growth Correlation 5y 66.2%
CAGR 5y 7.50%
CAGR/Max DD 5y 0.34
Sharpe Ratio 12m -0.06
Alpha -1.32
Beta 0.491
Volatility 9.58%
Current Volume 0.2k
Average Volume 20d 1.2k
Stop Loss 14.9 (-2.9%)
What is the price of CHSR shares?
As of July 16, 2025, the stock is trading at EUR 15.35 with a total of 244 shares traded.
Over the past week, the price has changed by +0.31%, over one month by +0.37%, over three months by +6.58% and over the past year by +7.60%.
Is UBS(Lux)Fund Solutions – a good stock to buy?
Partly, yes. Based on ValueRay´s Analyses, UBS(Lux)Fund Solutions – (XETRA:CHSR) is currently (July 2025) ok to buy, but has to be watched. It has a Growth Technical Rating of 47.47 and therefor an somewhat technical positive rating according to historical growth.
Based on momentum, paid dividends and discounted-cash-flow analyses, the fair value of CHSR is around 14.39 EUR . This means that CHSR is currently overvalued and has a potential downside of -6.25%.
Is CHSR a buy, sell or hold?
UBS(Lux)Fund Solutions – has no consensus analysts rating.
What are the forecasts for CHSR share price target?
According to our own proprietary Forecast Model, CHSR UBS(Lux)Fund Solutions – will be worth about 16 in July 2026. The stock is currently trading at 15.35. This means that the stock has a potential upside of +4.36%.
Issuer Target Up/Down from current
Wallstreet Target Price - -
Analysts Target Price - -
ValueRay Target Price 16 4.4%