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OVERLAYS
Fund
Benchmark
3Y · NAV total return · GBP
UBS MSCI USA Socially Responsible UCITS ETF hCHF acc: holdings, performance and fees
1Y return+15.5%
3Y return+45.7%
5Y return+52.7%
OCF (ongoing charge)0.22%
Top 10 holdings
| Holding | Weight |
|---|---|
| MICROSOFT CORPORATION | 5.3% |
| ADVANCED MICRO DEVICES, INC. | 5.2% |
| BROADCOM INC. | 4.5% |
| NVIDIA CORPORATION | 4.4% |
| VISA INC. | 4.1% |
| TESLA, INC. | 3.7% |
| CISCO SYSTEMS, INC. | 3.1% |
| APPLIED MATERIALS, INC. | 2.7% |
| CATERPILLAR INC. | 2.5% |
| LAM RESEARCH CORP | 2.5% |
Top sectors
- Information Technology41.2%
- Financial Services14.2%
- Consumer Discretionary11.4%
- Industrials10.3%
- Health Care10.0%
Top countries
- United States96.8%
- Ireland1.7%
- Uruguay0.6%
- Netherlands0.4%
- United Kingdom0.3%
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.
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