(SW2UKD) UBS(Lux)Fund Solutions – - Ratings and Ratios

The UBS (Lux) Fund Solutions – MSCI Switzerland 20/35 UCITS ETF (CHF) A-UKdis (SW:SW2UKD) is an exchange-traded fund designed to replicate the performance of the MSCI Switzerland 20/35 Index (Net Return). The ETF aims to track the indexs returns, including both capital appreciation and dividend income, before accounting for fees and expenses. Additionally, currency-hedged share classes are available to mitigate currency risk between the ETFs reference currency and the Swiss Franc. These hedged classes utilize forward currency contracts to align the ETFs returns with the Swiss Franc, reducing exposure to currency fluctuations. The fund is part of the Switzerland Equity ETF category and is listed on the SIX Swiss Exchange under the ticker symbol SW2UKD. It provides exposure to large- and mid-cap companies in Switzerland, with a focus on the 20% of companies with the highest market capitalization and the remaining 35% of the next largest companies. The ETFs underlying index is designed to represent the performance of the Swiss equity market while maintaining diversification across sectors and companies.

From a technical perspective, the ETF has shown stability in recent trading sessions. The average 20-day trading volume is 2,079 shares, indicating moderate liquidity. The last price of 20.01 CHF suggests the ETF is trading slightly above its short-term moving averages, with the SMA 20 at 19.82 and the SMA 50 at 19.04. The SMA 200 stands at 18.65, reflecting a longer-term upward trend. The Average True Range (ATR) of 0.11 highlights relatively low volatility, indicating a stable trading range for the ETF.

Fundamentally, the ETF has assets under management (AUM) of 41.69 million CHF, demonstrating a moderate level of investor interest and liquidity. The funds structure allows for efficient tracking of the MSCI Switzerland 20/35 Index, with a focus on replicating the indexs performance through a basket of constituent securities. This makes it a viable option for investors seeking exposure to the Swiss equity market with minimal tracking error.

3-Month Forecast: Based on the technical and fundamental data, the ETF is expected to maintain its stable performance in the near term. The SMA 20 crossing above the SMA 50 suggests a bullish short-term outlook, with potential resistance near 20.30 CHF. The low ATR of 0.11 indicates that volatility is likely to remain subdued, with price fluctuations expected to stay within a narrow range. From a fundamental perspective, the ETFs AUM stability and low volatility make it a conservative choice for investors seeking Swiss market exposure. However, broader market conditions and currency dynamics could influence its performance over the next quarter.