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

UBS(Lux) Fund Solutions – MSCI Emerging Markets Socially Responsible UCITS ETF(USD) A-acc (XETRA:UETE) is an exchange-traded fund designed to provide exposure to socially responsible investments within emerging markets. The fund tracks the MSCI Emerging Markets Index, which includes large- and mid-cap companies across 24 emerging market countries. It incorporates ESG (Environmental, Social, and Governance) criteria to exclude companies involved in controversial activities such as tobacco, alcohol, gambling, weapons, and fossil fuels.

Ticker Symbol: UETE, listed on XETRA, this ETF is structured as a UCITS-compliant fund, making it accessible to European investors. With an AUM of 2045.60M EUR, it offers a diversified portfolio of emerging market equities, providing broad exposure to regions like Asia, Latin America, Eastern Europe, and Africa. The fund does not currently report P/E, P/B, or P/S ratios, which is common for ETFs tracking broad market indices.

For investors and fund managers, this ETF is notable for its ESG focus, which aligns with growing demand for sustainable investing. It excludes companies with significant involvement in fossil fuels, nuclear weapons, and other controversial industries, while also considering factors like human rights, labor standards, and environmental impact. The fund’s portfolio is rebalanced quarterly to maintain alignment with the MSCI Emerging Markets Index and ESG criteria.

As a UCITS ETF, it benefits from a robust regulatory framework, ensuring transparency, liquidity, and investor protections. The fund is denominated in USD but listed on XETRA, making it accessible to European investors who want USD-denominated exposure to emerging markets. Its expense ratio and tracking error are competitive with other ESG-focused emerging market ETFs, making it a viable option for institutional and retail investors seeking socially responsible investment solutions.