(UBUR) UBS (Irl) - Factor MSCI - Ratings and Ratios

UBS (Irl) ETF plc - Factor MSCI USA Low Volatility UCITS ETF (USD) A-dis (XETRA:UBUR) is an exchange-traded fund designed to track the performance of the Morningstar US Large-Mid NR USD Index. This index focuses on large- and mid-cap companies in the U.S., offering exposure to a blend of growth and value stocks. The fund is domiciled in Ireland and listed on XETRA, catering primarily to European investors seeking U.S. equity market access.

From a technical standpoint, the ETF has shown moderate trading activity, with an average 20-day volume of 2,015 shares. The last price recorded was 31.48, with key moving averages indicating a recent downtrend: SMA 20 at 32.28, SMA 50 at 31.75, and SMA 200 at 30.05. The ATR of 0.24 reflects relatively low volatility, consistent with the funds low-volatility investment strategy.

Fundamentally, the ETF manages assets under management (AUM) of 44.51 million EUR, indicating a modest but established investor base. As a UCITS-compliant ETF, it adheres to strict regulatory standards, ensuring transparency and liquidity for investors. The funds focus on low volatility positions it as a risk-mitigation tool within broader U.S. equity portfolios.

3-month forecast: Based on , the ETF may face headwinds as the SMA 20 and SMA 50 are above the last price, suggesting potential near-term weakness. However, the SMA 200 remains supportive, indicating long-term bullish momentum. The ATR of 0.24 suggests continued low volatility, aligning with the funds strategy. From a perspective, the AUM of 44.51M EUR reflects stable investor interest, though inflows may remain muted amid broader market uncertainty.