UBS ETF MSCI World SRI USD A dis

Issuer: UBS

Asset Class: Equity

TER: 22bps

Trading Currency: GBX

Pays Income: False

Listing Date: 21 Sep 2012

Ticker: UC44

ISIN: LU0629459743

This fund offers investors a core holding in global equities with a distinct focus on socially responsible principles. It tracks an index derived from the broad MSCI World universe, encompassing large and mid-capitalization stocks across developed markets. The strategy employs a rigorous screening methodology, systematically excluding companies with significant business involvement in controversial sectors such as tobacco, alcohol, gambling, adult entertainment, controversial weapons, and fossil fuels like thermal coal and oil sands. This exclusionary approach ensures the portfolio is aligned with key socially responsible investment criteria from the outset.

Beyond simple exclusions, the fund utilizes a 'best-in-class' selection process. From the remaining universe of companies, it selects those that exhibit the highest Environmental, Social, and Governance (ESG) ratings relative to their industry peers. This aims to build a portfolio of sustainability leaders who are effectively managing their ESG risks and opportunities. The index methodology also caps the weight of any single constituent to maintain diversification and prevent over-concentration in any single company, ensuring a balanced exposure across the selected securities.

The resulting portfolio is designed for individuals seeking to combine long-term capital appreciation potential with their personal values. It provides a diversified, transparent, and cost-effective vehicle to gain exposure to global companies that are leading the way in corporate sustainability. This makes it a suitable core component for an equity allocation, particularly for investors who wish to ensure their capital is directed towards companies with strong ethical standards and a commitment to responsible business practices, without straying from broad, developed market exposure.