(4UBQ) UBS (Irl) - SP500 ESG - Ratings and Ratios

The UBS (Irl) ETF plc - S&P 500 ESG UCITS ETF USD A Acc (Ticker: 4UBQ), listed on XETRA, is a UCITS-compliant exchange-traded fund designed to track the Morningstar US Large-Mid NR USD Index. This ETF focuses on large- and mid-cap companies in the US equity market, incorporating ESG (Environmental, Social, and Governance) criteria. By integrating ESG factors, the fund aims to align with sustainable investing principles while maintaining exposure to the broader US market.

As of the latest data, the fund has an AUM of approximately €1.318 billion, reflecting its popularity among investors seeking ESG-focused strategies. The ETF is structured as a UCITS-compliant product, which is regulated under European Union directives, ensuring compliance with strict investor protection and transparency standards. This structure makes it accessible to European investors while also appealing to global investors seeking diversification in US equities with an ESG overlay.

Investors should note that this ETF does not currently report traditional valuation metrics such as P/E, P/B, or P/S, as these are not standard disclosures for this type of fund. Instead, its performance is typically evaluated based on its ability to replicate the Morningstar US Large-Mid NR USD Index, which incorporates ESG considerations. The fund’s tracking error and expense ratio are key metrics for investors evaluating its efficiency and cost-effectiveness.

The fund is denominated in USD but trades on XETRA in EUR, which means European investors should be aware of potential currency risks unless they hedge their exposure. Additionally, while ESG investing is growing in popularity, it is not without risks, including the potential for sector concentration and the evolving nature of ESG criteria. Investors should carefully review the fund’s prospectus and consider their own investment objectives and risk tolerance before allocating to this ETF.

In summary, the UBS (Irl) ETF plc - S&P 500 ESG UCITS ETF USD A Acc offers investors a way to gain exposure to US large- and mid-cap equities while aligning with ESG principles. Its UCITS compliance and listing on XETRA make it a viable option for European investors seeking diversification and sustainability in their portfolios.