(SW2CHA) UBS(Lux)Fund Solutions – - Ratings and Ratios

UBS (Lux) Fund Solutions – MSCI Switzerland 20/35 UCITS ETF (CHF) A-dis (SW:SW2CHA) is an exchange-traded fund designed to replicate the performance of the MSCI Switzerland 20/35 Index (Net Return), an index that captures large and mid-cap securities across Switzerland. The fund employs a passive investment strategy, aiming to track the indexs return before fees and expenses. Additionally, currency-hedged share classes are available, which mitigate currency risk by using forward contracts to hedge against fluctuations between the reference currency and the index currency. This approach aligns with the hedging methodology outlined by the indexs currency-hedged variant.

The ETF is listed on the SIX Swiss Exchange under the ticker symbol SW2CHA and is categorized as a Switzerland Equity ETF. It offers exposure to the Swiss equity market, with a focus on companies that meet specific liquidity and investability criteria as defined by the MSCI Switzerland 20/35 Index. The funds assets under management (AUM) amount to 491.50M CHF, indicating a sizeable and liquid investment vehicle. Its average trading volume over the past 20 days is 21,034 units, further underscoring its liquidity.

From a technical perspective, the ETF is currently trading at 23.79 CHF, with key moving averages indicating a bullish trend. The 20-day SMA of 23.54 and 50-day SMA of 22.61 suggest upward momentum, while the 200-day SMA of 22.33 confirms a longer-term uptrend. The Average True Range (ATR) of 0.20 reflects relatively low volatility, making the ETF a stable choice for investors seeking exposure to the Swiss market.

Over the next three months, based on the current technical and fundamental data, the ETF is expected to maintain its upward trajectory. The strong AUM and consistent trading volume support its stability, while the bullish moving averages indicate continued growth. The low ATR suggests that price fluctuations will remain moderate, providing a relatively stable investment environment. Overall, the fund is well-positioned to capitalize on the performance of the Swiss equity market, supported by its robust tracking methodology and hedging capabilities.