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Der UBS (Lux) MSCI USA Socially Responsible UCITS ETF (Dist) ist bei insgesamt 10 Online Broker(n) sparplanfähig. Bei 2 Anbieter(n) davon ist der ETF aktuell kostenfrei im Sparplan erhältlich. Die Mindestsparrate beträgt 1 €. Der ETF ist VL-fähig.
Wichtige Stammdaten zum UBS (Lux) MSCI USA Socially Responsible UCITS ETF (Dist)
Gesamtkostenquote (TER) | 0,22 % |
Indexabbildung | Physisch |
Abbildungsart | Vollständig |
Ertragsverwendung | Ausschüttend |
Fondsgröße | 1,94 Mrd. € |
Fondsauflage | 18.08.2011 |
Fondswährung | USD |
Währungsabsicherung | Nein |
Fondsdomizil | Luxemburg |
Indexname | MSCI USA SRI LC Select 5% Issuer Cap NR (2) |
Enthaltene Werte | 177 |
Aktienpositionen | 175 |
Anleihenpositionen | 0 |
Cash und sonstige Positionen | 2 |
Hier findest du alternative Indexfonds zum MSCI USA SRI LC Select 5% Issuer Cap NR.
Fondsname | WKN | TER |
---|---|---|
Keine Ergebnisse |
Der UBS MSCI USA Socially Responsible UCITS ETF investiert in große und mittelgroße Unternehmen aus den USA, die ESG-Nachhaltigkeitskriterien entsprechen. Unternehmen mit erheblichen Geschäftsaktivitäten in Kernenergie, Tabak, Alkohol, Glücksspiel, Waffen sowie gentechnisch veränderten Organismen sind vom Index ausgeschlossen. Zusätzlich ist die Gewichtung einer Aktie auf maximal fünf Prozent begrenzt.
Hier siehst du die Wertentwicklung (inkl. Ausschüttung) des UBS (Lux) MSCI USA Socially Responsible UCITS ETF (Dist).
Zeitraum | Performance |
---|---|
1 Woche | +3,47 % |
1 Monat | +11,45 % |
3 Monate | +9,66 % |
6 Monate | +6,74 % |
1 Jahr | +7,20 % |
3 Jahre | +64,97 %(18,16 % p.a.) |
5 Jahre | +118,38 %(16,91 % p.a.) |
10 Jahre | +282,82 %(14,37 % p.a.) |
Seit Auflage | +424,01 %(16,25 % p.a.) |
Jahr | Performance |
---|---|
Lfd. Jahr | -5,57 % |
2021 | +39,87 % |
2020 | +13,05 % |
2019 | +32,04 % |
2018 | +0,99 % |
2017 | +7,32 % |
Stand: 17.08.2022. Performance angezeigt in EUR.
Aus der Tabelle kannst du die Ausschüttungen bzw. die thesaurierenden Steueranteile des ETFs entnehmen.
Zeitraum | Betrag | Ausschüttungsrendite |
---|---|---|
2022 (Prognose) | 1,38 € | 0,82 % |
2021 | 1,33 € | 1,01 % |
2020 | 1,29 € | 1,11 % |
2019 | 1,26 € | 1,42 % |
2018 | 1,09 € | 1,22 % |
Wichtige Risiko- und Analysekennzahlen zum UBS (Lux) MSCI USA Socially Responsible UCITS ETF (Dist)
Volatilität | 22,54 %1 Jahr 18,69 %3 Jahre 16,67 %5 Jahre |
max. Drawdown | -26,31 %1 Jahr -26,31 %3 Jahre -26,31 %5 Jahre |
Sharpe Ratio | -0,341 Jahr 0,653 Jahre 0,685 Jahre |
XLM | 11,30 |
Stammdaten werden bereitgestellt von Morningstar (Aktien, ETFs, Fonds), CoinGecko (Kryptowährungen) und der Isarvest GmbH. Kursdaten sind mindestens 15 Minuten zeitverzögerte Börsenkurse (Aktien, ETFs, Fonds) oder NAV-Kurse (ETFs, Fonds). Realtime-Kurse – sofern verfügbar – stammen von den Anbietern und der Lang & Schwarz (Aktien, ETFs, Fonds) und CoinGecko (Kryptowährungen).
Die Isarvest GmbH übernimmt für die dargestellten Informationen keine Gewährleistung und kann nicht sicherstellen, dass die Daten vollständig und genau sind.