UBS MSCI JAPAN SOCIALLY RESPONSIBLE UCITS ETF

Issuer: UBS

Asset Class: Equity

TER: 20bps

Trading Currency: GBX

Pays Income: False

Listing Date: 15 Oct 2025

Ticker: JPSO

ISIN: LU1230563022

This fund provides targeted exposure to the Japanese equity market with a dedicated focus on socially responsible investing. It is designed to track an index composed of large and mid-cap Japanese companies that exhibit high Environmental, Social, and Governance (ESG) ratings relative to their sector peers. The underlying methodology uses a 'best-in-class' approach, selecting companies with leading ESG performance while screening out those involved in controversial business activities such as weapons, tobacco, and thermal coal. This structure makes the product suitable for investors seeking to align their portfolios with sustainability principles without forgoing access to Japan's robust and innovative economy.

The investment vehicle offers a core allocation to Japanese equities, a market renowned for its technological prowess, strong industrial base, and global corporate leaders. By implementing a stringent ESG screen, the fund aims to mitigate long-term risks associated with poor corporate governance, environmental neglect, or negative social impacts. The index it follows ensures a diversified yet high-conviction portfolio of ESG leaders. The full physical replication strategy means the fund holds the actual securities of the index, providing direct ownership and a high degree of transparency for the investor.

This instrument can serve as a core holding for investors constructing a globally diversified, ESG-conscious portfolio. It provides a straightforward and cost-effective method to gain exposure to companies in Japan that are proactively managing their ESG risks and opportunities. By focusing on firms with strong sustainability profiles, the fund may appeal to those looking for potential long-term growth driven by responsible corporate practices, improved risk management, and alignment with the growing global trend towards sustainable finance. As an accumulating fund, it automatically reinvests dividends, supporting long-term capital appreciation.