UBS ETF MSCI EMU SRI EUR A dis

Issuer: UBS

Asset Class: Equity

TER: 20bps

Trading Currency: GBX

Pays Income: False

Listing Date: 28 Jun 2012

Ticker: UB39

ISIN: LU0629460675

This investment vehicle provides targeted exposure to the equity markets of the European Monetary Union (EMU), focusing on companies that demonstrate strong sustainability profiles. It is designed for investors who wish to integrate environmental, social, and governance (ESG) considerations into their portfolios without sacrificing broad market access to the Eurozone. The strategy is based on a Socially Responsible Investing (SRI) framework, which systematically excludes companies involved in business activities that are considered controversial, such as adult entertainment, alcohol, gambling, tobacco, nuclear power, and weapons. This screening process ensures that the portfolio is aligned with ethical and sustainable values.

The fund's underlying index employs a best-in-class approach, selecting the top 25% of companies in each sector based on their ESG ratings, while also implementing a low-carbon tilt. This dual focus means the portfolio not only prioritizes companies with superior management of ESG risks and opportunities but also favors those with lower carbon emissions and greater exposure to clean technologies. To maintain diversification and limit concentration risk, the weight of any single company is capped at 5%. This meticulous construction results in a portfolio of leading sustainable companies across various sectors within the developed economies of the Eurozone, offering a core holding with a significantly improved sustainability footprint compared to a traditional market benchmark.

By investing in this product, individuals can gain exposure to the long-term growth potential of the European economy while actively supporting companies committed to responsible corporate practices. It serves as a core building block for a sustainable investment portfolio, offering the potential for competitive financial returns alongside positive environmental and social impact. The annual distribution feature also provides investors with a regular income stream, making it a suitable option for those seeking both capital appreciation and income from their European equity allocation.