FRCJ 📈 UBS MSCI Japan Socially - Overview
Exchange: XETRA • Country: Germany • Currency: EUR • Type: Etf • ISIN: LU1230561679 • Japan Large-Cap Equity
FRCJ: Stocks, Bonds, Japanese Equities
The UBS MSCI Japan Socially Responsible UCITS JPY A-dis, listed on XETRA as FRCJ, is an exchange-traded fund (ETF) that focuses on large-cap equities in Japan, with a socially responsible investment approach. It is domiciled in Luxembourg, a well-established hub for investment funds, and is managed by UBS, a global financial institution. The fund's underlying index is the Morningstar Japan TME NR JPY, which provides a benchmark for the Japanese equity market, excluding companies that do not meet certain environmental, social, and governance (ESG) criteria.
As an ETF, the UBS MSCI Japan Socially Responsible UCITS JPY A-dis offers investors a diversified portfolio of Japanese stocks, with a focus on large-cap companies that have demonstrated a commitment to social responsibility. The fund's ISIN, LU1230561679, is a unique identifier that allows investors to easily track and trade the fund. With its listing on XETRA, the fund is accessible to a wide range of investors, from individual traders to institutional investors. The fund's category, Japan Large-Cap Equity, indicates that it is focused on investing in established companies with a large market capitalization, which can provide a relatively stable source of returns.
The fund's socially responsible investment approach is based on the MSCI Japan Socially Responsible Index, which excludes companies that are involved in certain activities, such as tobacco production, nuclear weapons, and fossil fuels. The index also excludes companies that do not meet certain ESG criteria, such as those related to labor standards, human rights, and environmental sustainability. By investing in this fund, investors can gain exposure to the Japanese equity market while also supporting companies that prioritize social responsibility and sustainability. The fund's manager, UBS, has a long history of experience in managing investment funds and has a strong commitment to ESG investing.
Additional Sources for FRCJ ETF
FRCJ ETF Overview
Market Cap in USD | 83,794m |
Category | Japan Large-Cap Equity |
TER | 0.19% |
IPO / Inception | 2015-07-22 |
FRCJ ETF Ratings
Growth 5y | 34.8% |
Fundamental | - |
Dividend | 51.9% |
Rel. Strength Industry | -13.2 |
Analysts | - |
Fair Price Momentum | 3606.57 EUR |
Fair Price DCF | - |
FRCJ Dividends
Dividend Yield 12m | 0.79% |
Yield on Cost 5y | 0.95% |
Annual Growth 5y | 19.96% |
Payout Consistency | 100.0% |
FRCJ Growth Ratios
Growth Correlation 3m | 47.5% |
Growth Correlation 12m | 79.8% |
Growth Correlation 5y | 44.8% |
CAGR 5y | 3.68% |
CAGR/Mean DD 5y | 0.38 |
Sharpe Ratio 12m | 0.56 |
Alpha | -0.62 |
Beta | 0.44 |
Volatility | 13.81% |
Current Volume | 1.9k |
Average Volume 20d | 4.6k |
As of December 22, 2024, the stock is trading at EUR 23.35 with a total of 1,853 shares traded.
Over the past week, the price has changed by -3.40%, over one month by +1.70%, over three months by +2.24% and over the past year by +16.21%.
Neither. Based on ValueRay Analyses, UBS MSCI Japan Socially is currently (December 2024) neither a good nor a bad stock to buy. It has a ValueRay Growth Rating of 34.78 and therefor a technical neutral rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of FRCJ as of December 2024 is 3606.57. This means that FRCJ is currently undervalued and has a potential upside of +15345.7% (Margin of Safety).
UBS MSCI Japan Socially has no consensus analysts rating.
According to ValueRays Forecast Model, FRCJ UBS MSCI Japan Socially will be worth about 3939.5 in December 2025. The stock is currently trading at 23.35. This means that the stock has a potential upside of +16771.35%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | - | - |
Analysts Target Price | - | - |
ValueRay Target Price | 3939.5 | 16771.3% |