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OVERLAYS
Fund
Benchmark
3Y · NAV total return · GBP
UBS MSCI USA Socially Responsible UClTS ETF USD dis: holdings, performance and fees
1Y return+25.3%
3Y return+55.9%
5Y return+66.1%
OCF (ongoing charge)0.22%
Top 10 holdings
| Holding | Weight |
|---|---|
| ADVANCED MICRO DEVICES, INC. | 6.2% |
| TESLA, INC. | 4.9% |
| BROADCOM INC. | 4.3% |
| NVIDIA CORPORATION | 4.2% |
| MICROSOFT CORPORATION | 4.2% |
| VISA INC. | 3.8% |
| APPLIED MATERIALS, INC. | 3.7% |
| LAM RESEARCH CORP | 3.5% |
| CATERPILLAR INC. | 3.2% |
| CISCO SYSTEMS, INC. | 3.0% |
Top sectors
- Technology37.8%
- Non Cyclical Goods & Services16.5%
- Finance13.9%
- Cyclical Goods & Services11.9%
- Communication Services9.0%
Top countries
- United States96.8%
- Ireland2.4%
- Netherlands0.5%
- United Kingdom0.1%
- 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
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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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