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

UBS (Lux) Fund Solutions – MSCI Switzerland IMI Socially Responsible UCITS ETF (CHF) A-acc (XETRA: CHSR) is an exchange-traded fund designed to track the performance of the MSCI Switzerland IMI SRI Index. This index is tailored for investors seeking exposure to Swiss equities while aligning with environmental, social, and governance (ESG) criteria. The fund is denominated in Swiss francs (CHF) and is listed on XETRA, a major European exchange.

From a technical perspective, the ETF currently trades at 15.60 CHF, with short-term momentum indicated by its SMA 20 and SMA 50 levels of 15.43 and 15.01, respectively. The SMA 200 stands at 14.71, suggesting a slightly bullish longer-term trend. The Average True Range (ATR) of 0.11 reflects relatively low volatility. The funds average daily trading volume over the past 20 days is 4,908 units.

In terms of fundamental analysis, the ETF manages assets under management (AUM) of 169.25 million EUR, indicating a moderate scale of investment. This size allows for efficient tracking of the underlying index while maintaining liquidity. The funds focus on socially responsible investing aligns with growing demand for ESG-compliant financial products.

3-Month Forecast: Based on the current technical and fundamental data, the ETF is expected to maintain a stable to slightly upward trajectory. The SMA 20 and SMA 50 are converging, suggesting potential sideways movement in the near term. However, the SMA 200 remains above the shorter-term SMAs, indicating underlying strength. With an ATR of 0.11, volatility is expected to remain muted. The funds AUM growth will depend on market demand for ESG-focused Swiss equities, which is likely to remain steady given the global trend toward sustainable investing.