(UIMR) UBS (Lux) Fund Solutions - Ratings and Ratios
Exchange: XETRA • Country: Germany • Currency: EUR • Type: Etf • ISIN: LU0629460675 • Eurozone Large-Cap Equity
UIMR: Stocks, Bonds, ETFs, Equities
The UBS (Lux) Fund Solutions - MSCI Europe & Middle East Socially Responsible UCITS ETF (Ticker: UIMR), listed on XETRA, is a Eurozone-focused exchange-traded fund designed to track the performance of the Morningstar Developed Europe, Middle East, and Africa Target Market Exposure Net EUR Index. This index emphasizes socially responsible investments, aligning with ESG (Environmental, Social, and Governance) criteria. The fund provides exposure to large-cap equities across Europe and the Middle East, offering a diversified portfolio of companies that meet stringent sustainability standards. With an assets-under-management (AUM) figure of 791.16 million EUR, this ETF represents a significant investment vehicle for those seeking alignment with ESG principles while targeting the European and Middle Eastern markets.
Looking ahead, the UBS (Lux) Fund Solutions - MSCI Europe & Middle East Socially Responsible UCITS ETF is well-positioned to capitalize on the growing demand for ESG-compliant investments. As global investors increasingly prioritize sustainability, the funds focus on socially responsible equities could drive further growth in AUM. Additionally, the funds listing on XETRA, a major European exchange, ensures liquidity and accessibility for a broad range of investors. The integration of MSCIs index methodology, a leader in equity indexing, further enhances the funds appeal. However, competition in the ESG ETF space is intensifying, and the funds success will depend on its ability to maintain a competitive expense ratio and deliver consistent tracking performance relative to its benchmark.
Additional Sources for UIMR ETF
UIMR ETF Overview
Market Cap in USD | 908m |
Category | Eurozone Large-Cap Equity |
TER | 0.20% |
IPO / Inception | 2011-08-18 |
UIMR ETF Ratings
Growth Rating | 65.4 |
Fundamental | - |
Dividend Rating | 40.7 |
Rel. Strength | 1.66 |
Analysts | - |
Fair Price Momentum | 122.62 EUR |
Fair Price DCF | - |
UIMR Dividends
Dividend Yield 12m | 2.03% |
Yield on Cost 5y | 3.35% |
Annual Growth 5y | 5.92% |
Payout Consistency | 90.3% |
UIMR Growth Ratios
Growth Correlation 3m | -32.7% |
Growth Correlation 12m | 74.6% |
Growth Correlation 5y | 73.8% |
CAGR 5y | 10.58% |
CAGR/Max DD 5y | 0.40 |
Sharpe Ratio 12m | 1.17 |
Alpha | 2.79 |
Beta | 0.545 |
Volatility | 33.18% |
Current Volume | 1.1k |
Average Volume 20d | 3.9k |
As of April 22, 2025, the stock is trading at EUR 122.08 with a total of 1,129 shares traded.
Over the past week, the price has changed by +0.94%, over one month by -6.11%, over three months by -2.99% and over the past year by +8.79%.
Yes. Based on ValueRay Analyses, UBS (Lux) Fund Solutions (XETRA:UIMR) is currently (April 2025) a good stock to buy. It has a ValueRay Growth Rating of 65.40 and therefor a clear technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of UIMR as of April 2025 is 122.62. This means that UIMR is currently overvalued and has a potential downside of 0.44%.
UBS (Lux) Fund Solutions has no consensus analysts rating.
According to ValueRays Forecast Model, UIMR UBS (Lux) Fund Solutions will be worth about 134 in April 2026. The stock is currently trading at 122.08. This means that the stock has a potential upside of +9.76%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | - | - |
Analysts Target Price | - | - |
ValueRay Target Price | 134 | 9.8% |