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OVERLAYS
Fund
Benchmark
3Y · NAV total return · GBP
UBS MSCI World Socially Responsible UCITS ETF: holdings, performance and fees
1Y return+18.0%
3Y return+44.8%
5Y return+47.5%
OCF (ongoing charge)0.22%
Top 10 holdings
| Holding | Weight |
|---|---|
| MICROSOFT CORPORATION | 5.6% |
| NVIDIA CORPORATION | 4.6% |
| TESLA, INC. | 4.2% |
| ADVANCED MICRO DEVICES, INC. | 3.4% |
| ASML HOLDING N.V. | 2.9% |
| VISA INC. | 2.8% |
| INTEL CORPORATION | 1.8% |
| LAM RESEARCH CORP | 1.7% |
| CATERPILLAR INC. | 1.7% |
| APPLIED MATERIALS, INC. | 1.6% |
Top sectors
- Information Technology33.1%
- Financial Services18.3%
- Industrials12.8%
- Consumer Discretionary11.4%
- Health Care9.6%
Top countries
- United States68.0%
- Japan7.0%
- Others4.5%
- Canada4.2%
- Switzerland4.1%
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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