XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX
XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX
OVERLAYS
Fund
Benchmark
3Y · NAV total return · GBP
UBS MSCI USA Socially Responsible UCITS ETF: holdings, performance and fees
1Y return+19.0%
3Y return+56.3%
5Y return+70.6%
OCF (ongoing charge)0.22%
Top 10 holdings
| Holding | Weight |
|---|---|
| MICROSOFT CORPORATION | 5.6% |
| ADVANCED MICRO DEVICES, INC. | 5.0% |
| NVIDIA CORPORATION | 4.6% |
| TESLA, INC. | 4.2% |
| BROADCOM INC. | 4.2% |
| VISA INC. | 4.1% |
| CISCO SYSTEMS, INC. | 2.8% |
| LAM RESEARCH CORP | 2.4% |
| CATERPILLAR INC. | 2.4% |
| APPLIED MATERIALS, INC. | 2.4% |
Top sectors
- Technology36.9%
- Non Cyclical Goods & Services17.9%
- Finance15.1%
- Cyclical Goods & Services10.9%
- Communication Services9.6%
Top countries
- United States96.7%
- Ireland2.6%
- Netherlands0.4%
- United Kingdom0.2%
- Switzerland0.1%
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
Powered by Claude
FREE PREVIEW
Sign up free to unlock the full AI analysis →
UP—
PREMIUM
PREMIUM
Positives
Risks
600 adviser votes
Unlock the full forecast →
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