UBS ETF (IE) Nasdaq 100 UCITS ETF (USD) A-dis
| Issuer: UBS |
| Asset Class: Equity |
| TER: 23bps |
| Trading Currency: GBX |
| Pays Income: False |
| Listing Date: 21 Mar 2025 |
| Ticker: QQQE |
| ISIN: IE0003RQ9F90 |
This fund offers investors a targeted way to gain exposure to the 100 largest non-financial companies listed on the Nasdaq stock market by tracking the performance of the Nasdaq-100 Index. This index is renowned for its heavy concentration in innovative and growth-oriented sectors, most notably technology, which often comprises a substantial portion of the portfolio. Beyond technology, the fund also provides significant exposure to consumer discretionary, healthcare, and communication services sectors. It captures a portfolio of companies that are often at the forefront of transformative trends, including many household names and global industry leaders. The investment strategy is passive, aiming to replicate the index's performance through full physical replication, meaning it holds the actual shares of the constituent companies.
By investing in this product, individuals align their capital with a segment of the U.S. equity market known for its dynamic growth potential. The focus on non-financial companies distinguishes it from broader market indices, leading to a unique risk-return profile. While the concentration in technology and other growth sectors can drive significant returns during periods of market expansion and innovation, it can also introduce higher volatility compared to more diversified benchmarks. This makes the fund particularly suitable for those with a bullish outlook on the technology sector and a higher tolerance for risk. The distributing share class structure also means that any income generated from the underlying holdings, such as dividends, is paid out to investors periodically.
This investment vehicle is best suited for investors seeking a long-term core growth holding within a well-diversified portfolio. It provides a convenient and cost-effective solution for accessing a basket of the most influential technology and growth companies in the world. Its specific focus makes it a valuable tool for strategically overweighting the tech-heavy, large-cap growth segment of the U.S. market. For those who believe in the enduring strength and disruptive power of these leading innovative firms, this fund serves as a direct and efficient instrument to participate in their potential long-term appreciation.
