(UIMR) UBS (Lux) Fund Solutions - Ratings and Ratios
ESG Investments, Large-Cap Equity, Eurozone Exposure
Description: UIMR UBS (Lux) Fund Solutions
The UBS (Lux) Fund Solutions - MSCI Europe & Middle East Socially Responsible UCITS ETF, traded on XETRA under the ticker symbol UIMR, is an exchange-traded fund that tracks the Morningstar Developed Europe ex Zone TME NR EUR Index. This ETF is designed to provide investors with exposure to large-cap equities in the Eurozone, with a focus on socially responsible investing.
From a technical analysis perspective, the ETFs price is currently below its 20-day and 50-day simple moving averages, indicating a potential short-term downtrend. However, the price is still above its 200-day moving average, suggesting a longer-term uptrend. The average true range (ATR) is relatively low, indicating stable price movements. Based on the current technical indicators, we can forecast that the ETFs price may experience a short-term correction before resuming its longer-term uptrend.
Fundamentally, the ETF has a significant assets under management (AUM) of approximately 791.16 million EUR, indicating a reasonable level of liquidity and investor interest. As a socially responsible ETF, it is likely to attract investors who prioritize environmental, social, and governance (ESG) considerations. With the growing demand for ESG investing, we can forecast that the ETFs AUM may continue to grow, potentially driving the price higher.
Combining both technical and fundamental analysis, our forecast suggests that the ETFs price may experience a short-term pullback, potentially to around 125-126 EUR, before rebounding and continuing its longer-term uptrend. The growing demand for ESG investing and the ETFs reasonable AUM may support this forecast. However, investors should be cautious of potential market volatility and adjust their strategies accordingly.
Additional Sources for UIMR ETF
UIMR ETF Overview
Market Cap in USD | 941m |
Category | Eurozone Large-Cap Equity |
TER | 0.20% |
IPO / Inception | 2011-08-18 |
UIMR ETF Ratings
Growth Rating | 63.3 |
Fundamental | - |
Dividend Rating | 38.6 |
Rel. Strength | -0.93 |
Analysts | - |
Fair Price Momentum | 126.19 EUR |
Fair Price DCF | - |
UIMR Dividends
Dividend Yield 12m | 1.73% |
Yield on Cost 5y | 2.54% |
Annual Growth 5y | 5.92% |
Payout Consistency | 90.3% |
Payout Ratio | % |
UIMR Growth Ratios
Growth Correlation 3m | 34.6% |
Growth Correlation 12m | 84.6% |
Growth Correlation 5y | 74% |
CAGR 5y | 8.91% |
CAGR/Max DD 5y | 0.33 |
Sharpe Ratio 12m | 1.31 |
Alpha | 3.33 |
Beta | 0.545 |
Volatility | 11.09% |
Current Volume | 2.4k |
Average Volume 20d | 1.4k |
Stop Loss | 127.5 (-3.5%) |
As of July 15, 2025, the stock is trading at EUR 132.14 with a total of 2,363 shares traded.
Over the past week, the price has changed by +0.21%, over one month by +0.72%, over three months by +9.26% and over the past year by +12.13%.
Yes. Based on ValueRay's Analyses, UBS (Lux) Fund Solutions (XETRA:UIMR) is currently (July 2025) a good stock to buy. It has a ValueRay Growth Rating of 63.33 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 UIMR is around 126.19 EUR . This means that UIMR is currently overvalued and has a potential downside of -4.5%.
UBS (Lux) Fund Solutions has no consensus analysts rating.
According to our own proprietary Forecast Model, UIMR UBS (Lux) Fund Solutions will be worth about 142.3 in July 2026. The stock is currently trading at 132.14. This means that the stock has a potential upside of +7.7%.
Issuer | Target | Up/Down from current |
---|---|---|
Wallstreet Target Price | - | - |
Analysts Target Price | - | - |
ValueRay Target Price | 142.3 | 7.7% |