UBS ETF (LU) Factor MSCI EMU Low Volatility h. CHF UCITS ETF
  • Fund Manager  
    UBS
  • Currency  
    CHF
  • Sector  
    European Equity
  • Fund Type  
    Exchange Traded Funds
  • Fund Size  
    CHF 60.91m
  • Launch Date  
    20/10/2015

The Fund aims to track, before expenses, the price and income performance of the MSCI EMU Select Dynamic 50% Risk Weighted Index (NR). This Index is designed to follow a low volatility strategy measuring the equity market performance of countries within the EMU. The exposure of the Fund to the Index component securities will be achieved either through direct investment or through the use of derivatives or through a combination of both. Currency hedged share classes aim to reduce the impact of currency fluctuations between their reference currency and the Index currency by selling currency forwards

Performance

1 Year 3 Year 5 Year
UBS ETF-Factor MSCI EMU LowVolatility U (htoCHF)Aa 17.73% - -
Figures correct as at 31 May 2017
As at 30/06/2017
Collected - HLDG Top Holdings as at 31/05/2017
HLDG Top Holdings % of fund
MAN Stamm
2.9%
ADP
1.9%
Terna
1.62%
Groupe Bruxelles Lambert
1.56%
L'Oreal
1.46%
Fraport
1.45%
Iberdrola
1.44%
Beiersdorf
1.43%
Sodexho
1.37%
Kerry Group A
1.37%

Fees

Charge Amount Rating
Total Expense Ratio0.38 
Data provided by Lipper. Care has been taken to ensure that the information is correct, but PIP Financial neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.