JPSRA ๐ UBS(Lux)Fund Solutions โ - Overview
Exchange: SW • Country: Switzerland • Currency: CHF • Type: Etf • ISIN: LU1230563022 • Japan Large-Cap Equity
JPSRA: ETF, Japan, Stocks
The UBS (Lux) Fund Solutions โ MSCI Japan Socially Responsible UCITS ETF (JPY) A-acc, traded under the ticker SW:JPSRA, is a financial instrument designed to track the performance of a specific segment of the Japanese equity market. It is domiciled in Luxembourg, which is known for its favorable regulatory environment and tax efficiency, making it an attractive location for investment funds. The fund's underlying index is the MSCI Japan, which is a widely recognized benchmark for Japanese large-cap equities, providing exposure to some of the largest and most established companies in Japan.
This ETF is categorized as a Japan Large-Cap Equity fund, indicating its focus on the larger, more established companies within the Japanese market. The fund's ISIN, LU1230563022, is a unique identifier used to distinguish it from other financial instruments. As an ETF, it combines the benefits of mutual funds with the trading flexibility of stocks, allowing investors to buy and sell shares throughout the trading day. The fund's socially responsible aspect suggests that it incorporates environmental, social, and governance (ESG) criteria into its investment selection process, appealing to investors who prioritize ethical considerations alongside financial returns.
For investors seeking exposure to the Japanese market with a focus on large-cap equities and a socially responsible investment approach, the UBS (Lux) Fund Solutions โ MSCI Japan Socially Responsible UCITS ETF (JPY) A-acc could be a viable option. The fund's structure as an ETF provides the potential for diversification, liquidity, and transparency, which are key considerations for many investors. Additionally, the fund's listing on the SIX Swiss Exchange under the ticker SW:JPSRA makes it accessible to a broad range of investors. It's worth noting that while the company URL provided is for Credit Suisse, the fund in question is part of the UBS (Lux) Fund Solutions suite, indicating a potential partnership or service agreement between these financial institutions.
Additional Sources for JPSRA ETF
JPSRA ETF Overview
Market Cap in USD | 7,492m |
Category | Japan Large-Cap Equity |
TER | 0.20% |
IPO / Inception | 2019-11-06 |
JPSRA ETF Ratings
Growth 5y | 70.4% |
Fundamental | - |
Dividend | - |
Rel. Strength Industry | 337 |
Analysts | - |
Fair Price Momentum | 2396.23 CHF |
Fair Price DCF | - |
JPSRA Dividends
No Dividends PaidJPSRA Growth Ratios
Growth Correlation 3m | 44.4% |
Growth Correlation 12m | 77.2% |
Growth Correlation 5y | 86.9% |
CAGR 5y | 10.00% |
CAGR/Mean DD 5y | 1.77 |
Sharpe Ratio 12m | 0.77 |
Alpha | 5.02 |
Beta | 0.51 |
Volatility | 15.83% |
Current Volume | 7.5k |
Average Volume 20d | 2.7k |
As of December 22, 2024, the stock is trading at CHF 2384.50 with a total of 7,462 shares traded.
Over the past week, the price has changed by -1.22%, over one month by +1.58%, over three months by +5.09% and over the past year by +20.30%.
Yes. Based on ValueRay Analyses, UBS(Lux)Fund Solutions โ (SW:JPSRA) is currently (December 2024) a good stock to buy. It has a ValueRay Growth Rating of 70.38 and therefor a clear technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of JPSRA as of December 2024 is 2396.23. This means that JPSRA is currently overvalued and has a potential downside of 0.49%.
UBS(Lux)Fund Solutions โ has no consensus analysts rating.
According to ValueRays Forecast Model, JPSRA UBS(Lux)Fund Solutions โ will be worth about 2623.2 in December 2025. The stock is currently trading at 2384.50. This means that the stock has a potential upside of +10.01%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | - | - |
Analysts Target Price | - | - |
ValueRay Target Price | 2623.2 | 10% |