(UIM5) UBS (Lux) Fund Solutions - - Ratings and Ratios

Exchange: XETRA • Country: Germany • Currency: EUR • Type: Etf • ISIN: LU0136240974 • Japan Large-Cap Equity

UIM5: Equities, Japanese, Stocks, Investments, Financial, Products

UBS (Lux) Fund Solutions - MSCI Japan UCITS ETF, trading under the ticker symbol UIM5 on XETRA, is a Luxembourg-domiciled exchange-traded fund (ETF) designed to provide exposure to large-cap equities in Japan. This ETF tracks the Morningstar Japan TME NR JPY index, which focuses on the performance of leading Japanese companies. As part of UBSs Fund Solutions platform, the fund is structured to offer a cost-efficient and transparent way to access the Japanese equity market.

For investors and fund managers, this ETF is notable for its focus on Japans large-cap sector, which is often seen as a proxy for the broader Japanese economy. The funds structure allows for diversification across key sectors within Japan, including technology, automotive, and financials. The ETF is denominated in EUR, making it accessible to European investors seeking international exposure. UIM5 is listed on XETRA, a major European exchange, ensuring liquidity and ease of trading.

The funds assets under management (AUM) stand at approximately €85.64 billion, indicating significant investor interest and a well-established track record. While specific financial metrics like P/E, P/B, and P/S are not disclosed, the funds size reflects its stability and investor confidence. The ETF is designed for investors seeking long-term growth through exposure to Japans equity markets, leveraging the expertise of UBS in fund management and Morningstars index capabilities.

Additional Sources for UIM5 ETF

Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle

UIM5 ETF Overview

Market Cap in USD 89,948m
Category Japan Large-Cap Equity
TER 0.12%
IPO / Inception 2001-10-30

UIM5 ETF Ratings

Growth 5y 51.9%
Fundamental -
Dividend 45.4%
Rel. Strength Industry -15.2
Analysts -
Fair Price Momentum 46.26 EUR
Fair Price DCF -

UIM5 Dividends

Dividend Yield 12m 0.94%
Yield on Cost 5y 1.31%
Annual Growth 5y 3.48%
Payout Consistency 94.4%

UIM5 Growth Ratios

Growth Correlation 3m 49.6%
Growth Correlation 12m 54.1%
Growth Correlation 5y 76.4%
CAGR 5y 7.27%
CAGR/Max DD 5y 0.32
Sharpe Ratio 12m 0.20
Alpha -11.88
Beta 0.90
Volatility 13.53%
Current Volume 4.2k
Average Volume 20d 8.4k
What is the price of UIM5 stocks?
As of February 22, 2025, the stock is trading at EUR 52.20 with a total of 4,236 shares traded.
Over the past week, the price has changed by +0.00%, over one month by +3.04%, over three months by +4.97% and over the past year by +8.73%.
Is UBS (Lux) Fund Solutions - a good stock to buy?
Partly, yes. Based on ValueRay Analyses, UBS (Lux) Fund Solutions - (XETRA:UIM5) is currently (February 2025) ok to buy, but has to be watched. It has a Growth Technical Rating of 51.90 and therefor an somewhat technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of UIM5 as of February 2025 is 46.26. This means that UIM5 is currently overvalued and has a potential downside of -11.38%.
Is UIM5 a buy, sell or hold?
UBS (Lux) Fund Solutions - has no consensus analysts rating.
What are the forecast for UIM5 stock price target?
According to ValueRays Forecast Model, UIM5 UBS (Lux) Fund Solutions - will be worth about 55.5 in February 2026. The stock is currently trading at 52.20. This means that the stock has a potential upside of +6.34%.
Issuer Forecast Upside
Wallstreet Target Price - -
Analysts Target Price - -
ValueRay Target Price 55.5 6.3%