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The MSCI USA ESG Universal Low Carbon Select 5% Issuer Capped index tracks US large and mid-cap securities. Companies with a robust ESG profile and a positive trend towards improving this profile are weighted stronger in the index. The parent index is the MSCI USA.
MSCI USA ESG Universal Low Carbon Select 5% Issuer Capped (1)
Equity (1377) United States (247) Social/Environmental (50) Climate Change (10)
Replication |
Physical (Full replication) |
Legal structure | ETF |
Strategy risk | Long-only |
Fund currency | USD |
Currency risk |
Currency unhedged |
Volatility 1 year (in EUR) | - - |
Inception/ Listing Date | 20 July 2021 |
Distribution policy | Accumulating | |
Distribution frequency | - | |
Fund domicile | Ireland | |
Tax data | Bundesanzeiger |
Fund Structure | Public Limited Company |
UCITS compliance | Yes |
Fund Provider | UBS ETF |
Administrator | State Street Fund Services (Ireland) Limited |
Investment Advisor | |
Custodian Bank | State Street Custodial Services (Ireland) Limited |
Revision Company | PricewaterhouseCoopers Ireland |
Fiscal Year End | 31 December |
Swiss representative | UBS Fund Management (Switzerland) AG |
Swiss paying agent | UBS Switzerland AG |
Germany | 30% tax rebate |
Switzerland | ESTV Reporting |
Austria | Tax Reporting Fund |
UK | UK Reporting |
Indextype | Total return index |
Swap counterparty | - |
Collateral manager | |
Securities lending | No |
Securities lending counterparty |
Select your savings amount:
Broker | Rating | Savings plan offer | Brokerage fee | More information |
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free of charge
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More info |
Below you find information about the composition of the UBS ETF (IE) MSCI USA ESG Universal Low Carbon Select UCITS ETF (USD) A-acc.
APPLE ORD |
5.87%
|
MICROSOFT-T ORD |
4.88%
|
AMAZON.COM INC ORD |
3.77%
|
NVIDIA ORD |
2.60%
|
TESLA ORD |
2.30%
|
ALPHABET INC-CL A ORD |
2.13%
|
ALPHABET INC-CL C ORD |
2.04%
|
JPMORGAN CHASE ORD |
1.24%
|
UNITEDHEALTH GRP ORD |
1.22%
|
HOME DEPOT ORD |
1.20%
|
United States |
96.55%
|
Ireland |
1.53%
|
Other |
1.92%
|
Technology |
31.04%
|
Health Care |
14.44%
|
Consumer Discretionary |
13.06%
|
Financials |
12.12%
|
Other |
29.34%
|