UBS MSCI EM Socially Responsible UCITS ETF USD dis

Letošní výnos (od ledna): +38,9 %. Průměrný roční výnos (p.a.) přepočítáváme z kumulativního jako geometrický průměr – u 3letého výnosu +99,3 % to znamená ≈ +25,8 % p.a.. Výnosy jsou přepočtené kurzem ČNB do Kč a zohledňují pohyb kurzu USD/CZK, který výnos českého investora zvyšuje i snižuje. Kolísavost (roční): 3R 17,6 % · 5R 17 % – vyšší číslo znamená větší výkyvy.

Zobrazeno v Kč. Letošní rok (2026) není celý – jde o výnos od ledna do dneška.

The UBS MSCI EM Socially Responsible UCITS ETF USD dis seeks to track the MSCI Emerging Markets SRI Low Carbon Select 5% Issuer Capped index. The MSCI Emerging Markets SRI Low Carbon Select 5% Issuer Capped index tracks equity market performance of emerging markets considering only companies with very high Environmental, Social and Governance (ESG) ratings relative to their sector peers, to ensure the inclusion of the best of class companies from an ESG perspective. Companies that generate significant portions of their revenues in non-sustainable activities are excluded. The weight of each company is capped to 5%. The ETF's TER (total expense ratio) amounts to 0.24% p.a. The UBS MSCI EM Socially Responsible UCITS ETF USD dis is the cheapest and largest ETF that tracks the MSCI Emerging Markets SRI Low Carbon Select 5% Issuer Capped index. The ETF replicates the performance of the underlying index by sampling technique (buying a selection of the most relevant index constituents). The dividends in the ETF are distributed to the investors (Semi annually). The UBS MSCI EM Socially Responsible UCITS ETF USD dis is a very large ETF with 2,319m Euro assets under management. The ETF was launched on 4 September 2014 and is domiciled in Luxembourg.