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ii ACE 30 - UBS ETF - MSCI World Socially Responsible UCITS ETF

ii ACE 30 investments:
UBS ETF - MSCI World Socially Responsible UCITS ETF

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Asset Group Asset Sub-Group Investment Category
Equities Global equities Low cost
 

WHY WE RECOMMEND IT

Experienced investment manager: UBS is a leading provider of passive, index-tracking funds.

Low index-tracking error: This index-tracking exchange traded fund has closely tracked the performance of its reference stock market index. This is the MSCI World Socially Responsible index, which is designed to measure global equity market performance considering only companies with high environmental, social and governance (ESG) ratings relative to their sector peers.

The fund is reasonably priced: The ‘A’ distributing share class levies annual ongoing charges of 0.25% as at 5 July 2019.

 

ETHICAL CRITERIA

ii ACE ethical style: Avoids. This means the fund simply screens out specific sectors considered to be unethical, or stocks whose environmental, social and governance (ESG) scores are below a certain threshold.

Fund EcoMarket category: Negative Ethical. This relates to funds that use clear, sometimes strict and extensive, negative ‘ethical’ screens as their core strategy. They may avoid a significant number of areas on ethical grounds (e.g. armaments, tobacco, gambling) or may focus on avoiding a smaller number of areas.

How the fund is managed: The objective of the exchange traded fund is to replicate the price and return performance of the MSCI World Socially Responsible index net of fees.

 

THE RISKS

Ethical screening: In certain market conditions the performance of the fund may differ significantly from others in the peer group that do not exclude ethically screened sectors or companies from a comparable investment universe.

Currency: Because investments are made predominantly outside the UK, performance may be significantly affected by changes in exchange rates.

 
Information and data compiled in September 2019.

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Risk warnings

The information we provide in the ACE 30 investments list does not constitute a "personal recommendation". You should ensure that any investment decisions you make are suitable for your personal circumstances and that the ethical style of the investment reflects your personal beliefs.

Past performance of the underlying constituents is not a guarantee of future performance. Remember, the value of investments, and any income from them, can fall as well as rise so you could get back less than you invest.

Annual performance can be found on the factsheet of each fund, trust or ETF. Simply click on the asset’s name and then the performance tab.

If you are unsure about the suitability of a particular investment or think that you need a personal recommendation, you should speak to a suitably qualified financial advisor.

Any changes to the ii ACE 30 investments list and the rationale behind those decisions will be communicated through the Quarterly Investment Outlook.

Details of all recommendations issued by ii during the previous 12 month period can be found here.

ii adheres to a strict code of conduct. Members of ii staff may hold shares in companies mentioned in the ii ACE 30 investments list, which could create a conflict of interest. Any member of staff intending to complete some research about any financial instrument in which they have an interest are required to disclose such interest to ii. We will at all times consider whether such interest impairs the objectivity of the recommendation.

In addition, staff involved in the production of this ii ACE 30 list are subject to a personal account dealing restriction. This prevents them from placing a transaction in the specified instrument(s) for five working days before and after an investment is included or amended and made public within the list. This is to avoid personal interests conflicting with the interests of the recipients of this ii ACE 30 investments list.