UBS (Irl) ETF plc - MSCI United Kingdom IMI Socially Responsible UCITS ETF (GBP) A-dis (UKSR)

Category UK Large-Cap Equity


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This ETF can be held in an Investment ISA, SIPP and Investment Account
Sell

1,644.80p

Buy

1,646.60p

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Prices updated at 27 Dec 2024, 16:35 GMT
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Prices in GBX

Investment objective
The objective of the Fund is to seek to track the performance of United Kingdom based companies which focus on Environmental, Social and Governance ("ESG") considerations and which would specifically exclude companies involved in nuclear power, tobacco, alcohol, gambling, military weapons, civilian firearms and genetically modified organisms. The investment policy of the Fund is to seek to track the performance of the MSCI UK IMI Extended SRI Low Carbon Select 5% Issuer Capped Index. The Fund invests at least 90% of its total net assets in securities that are constituents of the Index and the index provider applies ESG Ratings on all of the index constituents. The Index is eliminating at least 20% of the least well-rated securities as against the standard index universe. It is, therefore, expected that the Fund’s resulting ESG rating will be higher than the ESG rating of a Fund tracking a standard index.

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Important notice: This product is based overseas and is not subject to UK sustainable investment labelling and disclosure requirements. Please refer to the FCA website which details further information in relation to sustainability disclosure requirements for retail clients.

Annual charges

Product charges
0.23
0.10
Minimum investment25.00

Documents

Document nameDate postedDownload
Fund Provider FactSheet 17 Dec 2024pdf
Key Information Document / Technical Guide 16 Feb 2024pdf
Annual Reports 31 Dec 2023pdf
Annual Short Report 31 Dec 2023pdf
Interim Short Report 30 Jun 2023pdf
Interim Reports 31 Aug 2017pdf
Please note that service charges will also apply. Read more about our fees.


Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.


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