(UIW1) UBS(Lux)Fund Solutions – - Ratings and Ratios
Exchange: XETRA • Country: Germany • Currency: EUR • Type: Etf • ISIN: LU2206597804 • Europe Large-Cap Blend Equity
UIW1: European, Stocks, Socially, Responsible, Investments
The UBS(Lux) Fund Solutions – MSCI Europe Socially Responsible UCITS ETF (EUR) A-acc (XETRA:UIW1) is an exchange-traded fund designed to track the performance of socially responsible investments within the European large-cap market. The fund is listed on XETRA and is managed by UBS, a global financial institution. It focuses on companies that meet ESG (Environmental, Social, and Governance) criteria, aligning with sustainable investing principles. The ETF is structured as a UCITS-compliant vehicle, ensuring regulatory compliance and transparency for European investors.
From a technical perspective, the ETF currently trades at 16.91 EUR, with a 20-day average volume of 1,841 shares. Its short-term trend, as indicated by the SMA 20 (16.94), suggests a slightly bearish stance, while the SMA 50 (16.47) and SMA 200 (16.05) indicate a longer-term bullish trend. The ATR of 0.13 reflects low volatility, suggesting stable price movements. These metrics position the ETF as a low-risk investment vehicle within its category.
In terms of fundamental analysis, the ETF has an AUM of 213.22 million EUR, highlighting its popularity among investors seeking ESG-focused exposure to European equities. Its focus on large-cap blend companies ensures diversification across established firms in Europe, balancing growth and value investment styles. The funds ESG screening process ensures that it excludes companies involved in controversial activities, aligning with the growing demand for sustainable investment products.
3-Month Forecast: Based on the current
Additional Sources for UIW1 ETF
UIW1 ETF Overview
Market Cap in USD | 234m |
Category | Europe Large-Cap Blend Equity |
TER | 0.20% |
IPO / Inception | 2021-02-26 |
UIW1 ETF Ratings
Growth 5y | 53.5% |
Fundamental | - |
Dividend | 0.0% |
Rel. Strength | 3.49 |
Analysts | - |
Fair Price Momentum | 13.79 EUR |
Fair Price DCF | - |
UIW1 Dividends
No Dividends PaidUIW1 Growth Ratios
Growth Correlation 3m | -10.6% |
Growth Correlation 12m | 71.8% |
Growth Correlation 5y | 75.8% |
CAGR 5y | 6.87% |
CAGR/Max DD 5y | 0.30 |
Sharpe Ratio 12m | 0.14 |
Alpha | 2.06 |
Beta | 0.990 |
Volatility | 16.02% |
Current Volume | 10.1k |
Average Volume 20d | 5k |
As of April 09, 2025, the stock is trading at EUR 14.90 with a total of 10,070 shares traded.
Over the past week, the price has changed by -8.30%, over one month by -9.83%, over three months by -7.11% and over the past year by -0.92%.
Partly, yes. Based on ValueRay Analyses, UBS(Lux)Fund Solutions – (XETRA:UIW1) is currently (April 2025) ok to buy, but has to be watched. It has a Growth Technical Rating of 53.47 and therefor an somewhat technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of UIW1 as of April 2025 is 13.79. This means that UIW1 is currently overvalued and has a potential downside of -7.45%.
UBS(Lux)Fund Solutions – has no consensus analysts rating.
According to ValueRays Forecast Model, UIW1 UBS(Lux)Fund Solutions – will be worth about 15.3 in April 2026. The stock is currently trading at 14.90. This means that the stock has a potential upside of +2.89%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | - | - |
Analysts Target Price | - | - |
ValueRay Target Price | 15.3 | 2.9% |