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OVERLAYS
Fund
Benchmark
3Y · NAV total return · GBP
UBS MSCI Switzerland IMI Socially Responsible UCITS ETF CHF acc: holdings, performance and fees
1Y return+15.2%
3Y return+44.1%
OCF (ongoing charge)0.28%
Top 10 holdings
| Holding | Weight |
|---|---|
| UBS GROUP AG | 5.5% |
| SWISS RE LTD | 5.1% |
| ZURICH INSURANCE GROUP AG | 5.1% |
| ROCHE HOLDING AG | 5.0% |
| NOVARTIS AG | 5.0% |
| NESTLE S.A. | 4.8% |
| GALDERMA GROUP AG | 4.7% |
| ABB LTD | 4.7% |
| GIVAUDAN SA | 4.3% |
| SIKA AG | 4.0% |
Top sectors
- Non Cyclical Goods & Services41.0%
- Finance28.6%
- Industrials19.9%
- Materials4.4%
- Communication Services3.1%
Top countries
- Switzerland99.9%
- Netherlands0.1%
Holdings, sector and country weightings and performance as reported by FE fundinfo. Weightings are a percentage of the portfolio and may not sum to 100.
AI FORECAST · 12-MONTH
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This is an illustrative, model-generated scenario based on stated assumptions. It is not a prediction, a forecast of actual returns, or investment advice. Outcomes may differ materially. Past performance is not a guide to future returns. Capital is at risk.
PORTFOLIO BREAKDOWN