(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

Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle

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
What is the price of UIMR stocks?
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%.
Is UBS (Lux) Fund Solutions a good stock to buy?
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%.
Is UIMR a buy, sell or hold?
UBS (Lux) Fund Solutions has no consensus analysts rating.
What are the forecast for UIMR stock price target?
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%