SW2UKD 📈 UBS(Lux)Fund Solutions – - Overview

Exchange: SW • Country: Switzerland • Currency: CHF • Type: Etf • ISIN: LU1107560036 • Switzerland Equity

SW2UKD: Swiss Stocks, Equity, ETF, Index Tracking, Currency Hedged

The sub-fund aims to track, before expenses, the price and income performance of the MSCI Switzerland 20/35 Index (Net Return) (this sub-fund's Index). Additionally currency hedged share classes aim to reduce the impact of currency fluctuations between their reference currency and the index currency by selling currency forwards at the one-month forward rate in accordance with the hedging methodology of the Index's currency-hedged index variant as referred to in relation to each hedged share class below. ‣ Company URL: http://www.credit-suisse.com ‣ Domicile: Luxembourg ‣ Index Name: Morningstar Switzerland TME NR CHF

Additional Sources for SW2UKD ETF

Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle

SW2UKD ETF Overview

Market Cap in USD 41m
Category Switzerland Equity
TER 0.24%
IPO / Inception 2014-10-02

SW2UKD ETF Ratings

Growth 5y 32.4%
Fundamental -
Dividend 53.9%
Rel. Strength Industry -12.7
Analysts -
Fair Price Momentum 16.03 CHF
Fair Price DCF -

SW2UKD Dividends

Dividend Yield 12m 1.78%
Yield on Cost 5y 2.00%
Annual Growth 5y 7.29%
Payout Consistency 93.6%

SW2UKD Growth Ratios

Growth Correlation 3m -82.6%
Growth Correlation 12m 63.2%
Growth Correlation 5y 56.6%
CAGR 5y 2.24%
CAGR/Mean DD 5y 0.26
Sharpe Ratio 12m -0.05
Alpha -9.97
Beta 0.42
Volatility 9.75%
Current Volume 18.5k
Average Volume 20d 2k
What is the price of SW2UKD stocks?
As of December 22, 2024, the stock is trading at CHF 17.54 with a total of 18,491 shares traded.
Over the past week, the price has changed by -2.07%, over one month by -0.42%, over three months by -4.70% and over the past year by +3.83%.
Is UBS(Lux)Fund Solutions – a good stock to buy?
Neither. Based on ValueRay Analyses, UBS(Lux)Fund Solutions – is currently (December 2024) neither a good nor a bad stock to buy. It has a ValueRay Growth Rating of 32.41 and therefor a technical neutral rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of SW2UKD as of December 2024 is 16.03. This means that SW2UKD is currently overvalued and has a potential downside of -8.61%.
Is SW2UKD a buy, sell or hold?
UBS(Lux)Fund Solutions – has no consensus analysts rating.
What are the forecast for SW2UKD stock price target?
According to ValueRays Forecast Model, SW2UKD UBS(Lux)Fund Solutions – will be worth about 17.5 in December 2025. The stock is currently trading at 17.54. This means that the stock has a potential downside of -0.23%.
Issuer Forecast Upside
Wallstreet Target Price - -
Analysts Target Price - -
ValueRay Target Price 17.5 -0.2%