(4UBI) UBS (Irl) - MSCI USA - Ratings and Ratios

UBS (Irl) ETF plc - MSCI USA Socially Responsible UCITS ETF (USD) A-acc (XETRA:4UBI) is designed to replicate the performance of the MSCI USA SRI Low Carbon Select 5% Issuer Capped Index. The fund focuses on US-based companies with strong ESG (Environmental, Social, and Governance) ratings, excluding those with significant negative social or environmental impacts. The ETF is listed on XETRA under the ticker symbol 4UBI and falls under the US Large-Cap Blend Equity category. It is managed by UBS, a leading global financial institution with extensive expertise in ETF management.

The funds investment strategy involves tracking the MSCI USA SRI Low Carbon Select 5% Issuer Capped Index, which emphasizes companies with high ESG ratings while capping individual issuer exposure at 5% to ensure diversification. The ETF aims to minimize tracking error relative to its underlying index. As of the latest data, the fund has an AUM of 369.63M EUR, indicating significant investor interest in ESG-focused investments.

From a technical standpoint, the ETF is currently trading at 19.02, with a 20-day average volume of 21,253 shares. The short-term SMA (20-period) is 19.34, while the medium-term SMA (50-period) is 19.47, and the long-term SMA (200-period) is 18.13. The ATR (Average True Range) is 0.22, indicating relatively low volatility.

Based on the current technical and fundamental data, the 3-month forecast suggests the ETF may experience steady growth, supported by its alignment with the increasing demand for ESG investments. The upward trend in the SMA20 and SMA50, combined with the funds focus on sustainable companies, positions it well for potential gains in the near term.