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UBS MSCI World Socially Responsible UCITS ETF USD dis WSRUSA ETF Analysis

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Morningstar’s Analysis WSRUSA

Will WSRUSA outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable WSRUSA’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the WSRUSA management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of WSRUSA’s parent organization’s priorities and whether they’re in line with investors’ interests.

A diversified global fund focusing on best-in-class sustainable firms.

Analyst Eugene Gorbatikov

Eugene Gorbatikov

Analyst

Summary

UBS MSCI World Socially Responsible ETF provides investors with exposure to large- and mid-cap environmental, social, and governance-related stocks across 23 developed markets while maintaining a balanced risk profile. The fund tracks the MSCI World SRI Low Carbon 5% Issuer Capped Index, which prioritizes companies with strong ESG ratings and low carbon exposure, with a significant tilt toward the US market. With a well-diversified sector composition and a 5% issuer cap to reduce concentration risk, this exchange-traded fund holds approximately 400 constituents, ensuring close alignment with its parent index.

by Eugene Gorbatikov
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