(E5ESG) UBS(Lux)Fund Solutions – - Ratings and Ratios

UBS (Lux) Fund Solutions – EURO STOXX 50 ESG UCITS ETF (EUR) A-dis (Ticker: E5ESG, Exchange: SW) is an exchange-traded fund designed to track the performance of the Morningstar Developed Europe Total Market ESG NR EUR Index. This ETF provides exposure to large-cap equities in the Eurozone, with a focus on ESG (Environmental, Social, and Governance) criteria. It is a UCITS-compliant fund, ensuring transparency and regulatory oversight for investors.

With an AUM of €1.327 billion, this ETF is a significant player in the ESG-focused investment space. It offers a straightforward way for investors to gain exposure to the Eurozones largest and most liquid companies while aligning with ESG principles. The fund is structured as a distribution share class (A-dis), meaning it reinvests dividends to maximize growth potential.

For fund managers and investors, this ETF is notable for its ability to integrate ESG considerations without compromising on broad market exposure. By tracking the Morningstar index, it ensures that the underlying securities meet specific ESG criteria, making it a suitable choice for portfolios with sustainability objectives. The funds large-cap focus also provides stability, as it invests in established companies with proven track records.