(UKGBPA) UBS(Lux)Fund Solutions – - Ratings and Ratios
Exchange: SW • Country: Switzerland • Currency: GBP • Type: Etf • • UK Large-Cap Equity
UKGBPA: Stocks, Bonds, ETFs, UK, Equities
UBS (Lux) Fund Solutions – MSCI United Kingdom UCITS ETF (GBP) A-dis (SW:UKGBPA) is a Swiss-domiciled exchange-traded fund designed to track the performance of the Morningstar UK All Cap TME NR GBP Index. This ETF provides exposure to a broad range of UK equities, targeting large-cap companies that dominate the UK market. It is listed on the SIX Swiss Exchange under the ticker symbol UKGBPA.
From a technical perspective, the ETF has shown stable price action, with its SMA 20, SMA 50, and SMA 200 all converging near current price levels, indicating a period of consolidation. The Average True Range (ATR) of 0.09 reflects low volatility, suggesting limited price fluctuations in recent trading sessions. Average daily volume of 1031 shares highlights moderate liquidity, which may impact execution for larger trades.
Fundamentally, the ETF manages assets under management (AUM) of 50.16M GBP, indicating a modestly sized fund with targeted exposure to UK equities. This size allows for efficient tracking of the underlying index while maintaining a focused investment strategy.
3-Month Forecast: Based on the convergence of SMA indicators and low ATR, the ETF is expected to maintain a sideways trading range with minimal upside or downside potential. The AUM level suggests stable investor interest, supporting the ETFs market position. Expect volatility to remain subdued, with price movements likely confined within a narrow band around the current SMA levels.
Additional Sources for UKGBPA ETF
UKGBPA ETF Overview
Market Cap in USD | 65m |
Category | UK Large-Cap Equity |
TER | 0.20% |
IPO / Inception | 2013-10-18 |
UKGBPA ETF Ratings
Growth 5y | 76.1% |
Fundamental | - |
Dividend | 42.1% |
Rel. Strength Industry | 8.73 |
Analysts | - |
Fair Price Momentum | 22.88 GBP |
Fair Price DCF | - |
UKGBPA Dividends
Dividend Yield 12m | 3.53% |
Yield on Cost 5y | 5.90% |
Annual Growth 5y | 0.88% |
Payout Consistency | 71.9% |
UKGBPA Growth Ratios
Growth Correlation 3m | 86% |
Growth Correlation 12m | 73.9% |
Growth Correlation 5y | 97.7% |
CAGR 5y | 11.50% |
CAGR/Max DD 5y | 0.64 |
Sharpe Ratio 12m | 1.38 |
Alpha | 10.16 |
Beta | 0.32 |
Volatility | 10.15% |
Current Volume | 6.6k |
Average Volume 20d | 1k |
As of March 09, 2025, the stock is trading at GBP 22.08 with a total of 6,563 shares traded.
Over the past week, the price has changed by -0.83%, over one month by +0.89%, over three months by +5.32% and over the past year by +16.65%.
Yes. Based on ValueRay Analyses, UBS(Lux)Fund Solutions – (SW:UKGBPA) is currently (March 2025) a good stock to buy. It has a ValueRay Growth Rating of 76.05 and therefor a clear technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of UKGBPA as of March 2025 is 22.88. This means that UKGBPA is currently overvalued and has a potential downside of 3.62%.
UBS(Lux)Fund Solutions – has no consensus analysts rating.
According to ValueRays Forecast Model, UKGBPA UBS(Lux)Fund Solutions – will be worth about 25.3 in March 2026. The stock is currently trading at 22.08. This means that the stock has a potential upside of +14.36%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | - | - |
Analysts Target Price | - | - |
ValueRay Target Price | 25.3 | 14.4% |