UBS ETF (IE) MSCI USA Socially Responsible UCITS ETF (USD) A-acc

Issuer: UBS

Asset Class: Equity

TER: 12bps

Trading Currency: GBX

Pays Income: False

Listing Date: 07 Oct 2025

Ticker: SRIA

ISIN: IE00BJXT3C94

This fund offers a targeted approach to sustainable investing within the U.S. equity market. It is designed to replicate the performance of the MSCI USA SRI Low Carbon Select 5% Issuer Capped Index, providing investors with exposure to a portfolio of U.S. large and mid-capitalization companies. The core of the strategy is to select constituents that demonstrate high Environmental, Social, and Governance (ESG) performance relative to their industry peers. By focusing on these ESG leaders, the fund aims to provide a core U.S. equity holding that aligns with socially responsible investment principles, going beyond simple negative screening to actively seek out companies making positive contributions.

The underlying index employs a robust, multi-layered screening process to construct its portfolio. Initially, it excludes companies with significant business involvement in controversial activities such as adult entertainment, alcohol, gambling, tobacco, controversial weapons, nuclear weapons, conventional weapons, civilian firearms, thermal coal, and oil sands. Furthermore, it filters out firms that do not comply with the principles of the United Nations Global Compact. From the remaining universe, the methodology utilizes a 'best-in-class' approach, selecting the top 25% of companies in each sector based on their ESG ratings. A final screen removes companies with high carbon emission intensity and those with fossil fuel reserves, ensuring a lower carbon footprint compared to the broader market. A 5% cap on individual holdings is applied to maintain diversification.

This investment is suitable for individuals seeking to integrate ESG and low-carbon considerations into their U.S. equity allocation. It provides a transparent, rules-based method for accessing companies that are not only market leaders but also pioneers in corporate sustainability. As an accumulating fund, any dividends received from the underlying securities are automatically reinvested, which supports the potential for long-term capital appreciation through the power of compounding. This structure makes it a compelling option for investors focused on growth and building a portfolio that reflects their values without sacrificing exposure to one of the world's largest equity markets.