CHSRIA

CHSRIAについて

UBS ETF (CH) – MSCI Switzerland IMI Socially Responsible (CHF) A-acc is an exchange-traded fund that provides targeted exposure to the Swiss equity market through a socially responsible investing lens. Launched by UBS Fund Management (Switzerland) AG and managed by UBS Asset Management, it tracks the MSCI Switzerland IMI Extended SRI Low Carbon Select 5% Issuer Capped Index, which includes large, mid, and small-cap Swiss companies selected for their strong environmental, social, and governance (ESG) performance, low carbon exposure, and avoidance of controversial activities. The fund replicates the index by holding constituent stocks in proportion to their weightings, ensuring diversified coverage across sectors with a cap of 5% per issuer to mitigate concentration risk. Domiciled in Switzerland and denominated in CHF, this accumulating share class reinvests dividends, supporting long-term growth. With approximately 58 holdings, top positions feature leading firms like ABB Ltd, Roche Holding, and Novartis, representing key Swiss industries such as healthcare, industrials, and consumer staples. It stands out in the financial markets for enabling investors to access Swiss market performance while prioritizing sustainability metrics, including high ESG scores, zero UN Global Compact violations, and reduced carbon intensity compared to broader benchmarks.