Our investments

When you invest with Nutmeg, we construct your portfolio for you, principally using a mix of exchange traded funds — ETFs. These provide an easy way to gain exposure to a pool of investments without having to buy each one individually. They can track a share index, such as the FTSE 100, and they can give you exposure to assets like Government and corporate bonds. They can also invest in specific sectors such as precious metals or forestry which can be difficult for individual investors to access.

Our investment team chooses from a universe of over 1,800 ETFs. We consider many factors in choosing our investments and favour physically backed ETFs with high liquidity and good tracking performance. The investments in our portfolios are reviewed regularly to ensure they're the most suitable for our customers' needs.

The list below includes investments we currently use as well as those we may have used in the past.

Developed Equities

Shares in companies listed on the stock exchanges of developed markets, ranging from the United States to New Zealand.

Provider: iShares

iShares MSCI EMU Small Cap UCITS ETF

Benchmark

MSCI EMU SmallCap Net Total Return

Description

The ETF aims to track the performance of the MSCI EMU Small Cap Index, comprised of over 400 smaller capitalisation companies from developed markets within the Eurozone.

Investment team comments

This ETF provides access to small cap Eurozone equities. For investors with less concern for short term volatility, exposure to smaller companies can provide the opportunity for higher long term returns.

Characteristics

Asset class

Developed Markets Equities

Geographical focus

Europe ex UK

Traded / Risk currency

GBP / EUR

Total expense ratio (TER)

0.58%

Type of fund

ETF

Investment style

Passive

Replication method

Physical

Replication strategy

Optimised

Provider: iShares

iShares MSCI EMU UCITS ETF

Benchmark

MSCI EMU Net Return GBP hedged

Description

This ETF aims to track the performance of the MSCI EMU Index, independent of movements in the pound/euro exchange rate (currency hedged). It provides exposure to over 230 companies in the 11 countries of the Eurozone with the largest holdings in France, Germany and Spain.

Investment team comments

This ETF enables us to invest across the broad range of companies in the Eurozone, while eliminating euro currency risk.

Characteristics

Asset class

Developed Markets Equities

Geographical focus

Eurozone

Traded / Risk currency

GBP / EUR

Total expense ratio (TER)

0.12%

Type of fund

ETF

Investment style

Passive

Replication method

Physical

Replication strategy

Full

Provider: iShares

iShares Nasdaq 100 UCITS ETF

Benchmark

NASDAQ-100 Notional Net Total Return

Description

This ETF aims to track the performance of the Nasdaq-100 Notional Net Total Return Index. It provides exposure to 104 of the largest domestic and international non-financial companies listed on the NASDAQ Stock Market based on market capitalisation.

Investment team comments

This ETF enables diversified exposure to US equities with a particular focus on the technology sector and high growth companies. This ETF provides an efficient and diverse way to invest in high growth industries and companies, covering major sub-industry groups including computer hardware, software, telecommunications and retail.

Characteristics

Asset class

Developed Markets Equities

Geographical focus

United States

Traded / Risk currency

GBP / USD

Total expense ratio (TER)

0.33%

Type of fund

ETF

Investment style

Passive

Replication method

Physical

Replication strategy

Full

Provider: iShares

iShares Core MSCI Pacific Ex Japan UCITS ETF

Benchmark

MSCI Daily Net Pacific Ex Japan Net Total Return

Description

This ETF aims to track the MSCI Pacific ex Japan Index which is designed to measure the performance of the largest companies in Australia, Hong Kong, Singapore and New Zealand.

Investment team comments

These Pacific economies have impressive combinations of abundant natural resources, large educated workforces and huge regional markets. Companies in this index hope to exploit these factors to produce excellent returns for investors.

Characteristics

Asset class

Developed Markets Equities

Geographical focus

Asian Pacific Region ex Japan

Traded / Risk currency

GBP / Varied

Total expense ratio (TER)

0.20%

Type of fund

ETF

Investment style

Passive

Replication method

Physical

Replication strategy

Full

Provider: iShares

iShares Core S&P500 UCITS ETF

Benchmark

S&P 500 Net Total Return

Description

This ETF aims to track the performance of the Standard & Poor 500 Index based on the top 500 publicly traded American companies.

Investment team comments

The S&P 500 Index contains many of the largest companies in the world and benefits from the exposure to a broad range of market sectors.

Characteristics

Asset class

Developed Markets Equities

Geographical focus

United States

Traded / Risk currency

GBP / USD

Total expense ratio (TER)

0.07%

Type of fund

ETF

Investment style

Passive

Replication method

Physical

Replication strategy

Full

Provider: iShares

iShares MSCI USA Small Cap UCITS ETF

Benchmark

MSCI USA Small Cap Net Total Return

Description

This ETF aims to track the MSCI USA Small Cap Index, offering exposure to over 1000 small US-listed companies.

Investment team comments

Academic research has shown that over long periods small-company stocks tend to outperform large company stocks. Compared to large cap stocks, small companies have a greater focus to the domestic economy. This ETF provides a very simple way to gain a broad and pure exposure to growth in the US economy. Compared to the S&P 500 index, which tracks the top 500 companies in the US, this index offers a more diverse range of companies at the heart of the real US economy. That said, small-company stocks are much more risky than large companie

Characteristics

Asset class

Developed Markets Equities

Geographical focus

United States

Traded / Risk currency

GBP / USD

Total expense ratio (TER)

0.43%

Type of fund

ETF

Investment style

Passive

Replication method

Physical

Replication strategy

Optimised

Provider: Invesco

PowerShares EQQQ Nasdaq 100 UCITS ETF (GBP hedged)

Benchmark

NASDAQ-100 Notional Net Total Return GBP hedged

Description

This ETF aims to track the performance of the Nasdaq-100 Notional Net Total Return Index. It provides GBP hedged exposure to the largest domestic and international non-financial companies listed on the NASDAQ Stock Market based on market capitalisation.

Investment team comments

This ETF enables GBP hedged, diversified exposure to US equities with a particular focus on the technology sector and high growth companies. The fund presents a diverse way to invest in high growth industries and companies, covering major sub-industry groups including computer hardware, software, telecommunications and retail.

Characteristics

Asset class

Developed Markets Equities

Geographical focus

United States

Traded / Risk currency

GBP / USD

Total expense ratio (TER)

0.35%

Type of fund

ETF

Investment style

Passive

Replication method

Physical

Replication strategy

Full

Provider: Invesco

PowerShares Nasdaq-100 UCITS ETF

Benchmark

NASDAQ-100 Notional Net Total Return

Description

This ETF aims to track the performance of the Nasdaq-100 Notional Net Total Return Index. It provides exposure to the largest domestic and international non-financial companies listed on the NASDAQ Stock Market based on market capitalisation.

Investment team comments

This ETF enables GBP hedged, diversified exposure to US equities with a particular focus on the technology sector and high growth companies. The fund presents a diverse way to invest in high growth industries and companies, covering major sub-industry groups including computer hardware, software, telecommunications and retail.

Characteristics

Asset class

Developed Markets Equities

Geographical focus

United States

Traded / Risk currency

GBP / USD

Total expense ratio (TER)

0.30%

Type of fund

ETF

Investment style

Passive

Replication method

Physical

Replication strategy

Full

Provider: Invesco

Invesco MSCI Pacific ex Japan ESG Universal Screened UCITS ETF

Benchmark

MSCI Pacific ex Japan ESG Universal Select Business Screens Index

Description

This ETF aims to track the performance of the MSCI Pacific ex Japan ESG Universal Select Business Screens Index.

Investment team comments

This ETF aims to track the MSCI Pacific ex Japan Index which is designed to measure the performance of the largest companies in Australia, Hong Kong, Singapore and New Zealand while screening companies to exclude those involved in certain controversial activities, as well exclude any companies with a low ESG score.

Characteristics

Asset class

Developed Markets Equities

Geographical focus

Asian Pacific Region ex Japan

Traded / Risk currency

GBP / Varied

Total expense ratio (TER)

0.19%

Type of fund

ETF

Investment style

Passive

Replication method

Physical

Replication strategy

Full

Provider: State Street

SPDR S&P Euro Dividend Aristocrats UCITS ETF

Benchmark

S&P Euro High Yield Dividend Aristocrats Net Total Return

Description

This ETF aims to track the performance of the S&P Euro High Yield Dividend Aristocrats Index. It provides exposure to the 40 highest dividend-yielding Eurozone companies that have followed a policy of increasing or stable dividends for at least 10 consecutive years. The holdings are rebalanced quarterly.

Investment team comments

Companies within the fund come from a broad range of the industries and are the top dividend paying companies in Europe. This can help secure strong future dividend performance in a variety of market conditions.

Characteristics

Asset class

Developed Markets Equities

Geographical focus

Europe

Traded / Risk currency

GBP / EUR

Total expense ratio (TER)

0.30%

Type of fund

ETF

Investment style

Passive

Replication method

Physical

Replication strategy

Full

Provider: UBS

UBS MSCI EMU Socially Responsible GBP Hedged UCITS ETF

Benchmark

MSCI EMU SRI Low Carbon Select 5% Issuer Capped GBP hedged

Description

This ETF aims to track the performance of the MSCI EMU Socially Responsible 5% Issuer Capped Index.

Investment team comments

This ETF enables us to access companies in the Eurozone with outstanding environmental, social and governance ratings, whilst excluding companies that engage in controversial activities or whose products have negative social or environmental impacts. Socially responsible investment incorporates non-financial data alongside traditional investment metrics, with a belief that the companies that are best placed to operate successfully in the future are those with strong sustainability profiles, that do business in a fair and progressive way, and with a management team well aligned to investors interests.

Characteristics

Asset class

Developed Markets Equities

Geographical focus

Eurozone

Traded / Risk currency

GBP / EUR

Total expense ratio (TER)

0.27%

Type of fund

ETF

Investment style

Passive

Replication method

Physical

Replication strategy

Full

Provider: iShares

iShares Core S&P 500 GBP Hedged UCITS ETF

Benchmark

S&P 500 Net Total Return GBP hedged

Description

This ETF aims to track the performance of the S&P 500 index. It provides GBP hedged exposure to 500 of the largest US stocks.

Investment team comments

The US equity market is always likely to be a key focus for many investors in stocks. However, movements in the exchange rate can significantly influence returns for UK investors, so removing the impact of currency risk is a useful capability. Predicting currency movements is notoriously difficult, but they can have a very big impact on returns - good and bad. This ETF presents good value, gaining access to hedged US equity exposure at low cost.

Characteristics

Asset class

Developed Markets Equities

Geographical focus

United States

Traded / Risk currency

GBP / USD

Total expense ratio (TER)

0.10%

Type of fund

ETF

Investment style

Passive

Replication method

Physical

Replication strategy

Full

Provider: iShares

iShares MSCI Japan UCITS ETF (GBP Hedged)

Benchmark

MSCI Japan Net Total Return GBP hedged

Description

This ETF aims to track the performance of the MSCI Japan GBP Hedged index. The index covers the top 85% of the Japanese equity market, while also aiming to minimise currency risk by entering into forward foreign exchange contracts to 'hedge' Japanese yen currency exposure.

Investment team comments

Japan is the second largest stock market in the world, after the US. A broad range of stocks are listed on the exchange, giving exposure to both domestic and export-orientated companies.

Characteristics

Asset class

Developed Markets Equities

Geographical focus

Japan

Traded / Risk currency

GBP / JPY

Total expense ratio (TER)

0.64%

Type of fund

ETF

Investment style

Passive

Replication method

Physical

Replication strategy

Full

Provider: iShares

iShares Global Clean Energy UCITS ETF

Benchmark

S&P Global Clean Energy Index Net Total Return

Description

This ETF aims to track the performance of the S&P Global Clean Energy Index.

Investment team comments

This ETF provides thematic exposure to Clean Energy Stocks offering exposure to the 30 largest and most liquid companies globally that are involved in clean energy related businesses. More specifically, companies that are identified as being in the clean energy business for their involvement in the production of clean energy or provision of clean energy tech and equipment. The global carbon transition will continue to drive capital allocation trends and the solar, hydro and wind sub-industries will benefit from servicing this demand.

Characteristics

Asset class

Developed Markets Equities

Geographical focus

Global

Traded / Risk currency

GBP / USD

Total expense ratio (TER)

0.65%

Type of fund

ETF

Investment style

Passive

Replication method

Physical

Replication strategy

Physical

Provider: iShares

iShares FTSE 100 UCITS ETF

Benchmark

FTSE 100 Net Tax

Description

This ETF aims to track the performance of the FTSE 100 which comprises of 100 of the largest companies in the UK.

Investment team comments

For any UK-based investor, any stock market holdings are likely to contain an exposure to the largest 100 companies listed in the UK. This ETF delivers exceptional value for money, whilst also delivering very reliable performance. It has the lowest fee in the market, and as such is a popular choice with investors. Buying and selling the fund also attracts no stamp duty, unlike buying individual stocks in the FTSE 100, so this is a very cost effective way to gain exposure to large UK companies.

Characteristics

Asset class

Developed Markets Equities

Geographical focus

United Kingdom

Traded / Risk currency

GBP / GBP

Total expense ratio (TER)

0.07%

Type of fund

ETF

Investment style

Passive

Replication method

Physical

Replication strategy

Full

Provider: iShares

iShares MSCI Japan Small Cap UCITS ETF

Benchmark

MSCI Japan Small Cap Net Total Return

Description

This ETF aims to track the performance of small cap Japanese stocks included in the MSCI Japan Small Cap Index.

Investment team comments

This ETF provides access to small cap Japanese equities. For investors with less concern for short term volatility, exposure to smaller companies can provide the opportunity for higher long term returns.

Characteristics

Asset class

Developed Markets Equities

Geographical focus

Japan

Traded / Risk currency

GBP / JPY

Total expense ratio (TER)

0.58%

Type of fund

ETF

Investment style

Passive

Replication method

Physical

Replication strategy

Full

Provider: iShares

iShares S&P SmallCap 600 UCITS ETF

Benchmark

S&P SmallCap 600 Net Total Return

Description

This ETF aims to track the Standard & Poor’s SmallCap 600 Index, offering exposure to 600 small US-listed companies.

Investment team comments

Academic research has shown that over long periods small-company stocks tend to outperform large company stocks. Compared to large cap stocks, small companies have a greater focus to the domestic economy. Compared to the S&P 500 index, which tracks the top 500 companies in the US, this index offers a more diverse range of companies. That said, small-company stocks are much more risky than large companies.

Characteristics

Asset class

Developed Markets Equities

Geographical focus

United States

Traded / Risk currency

GBP / USD

Total expense ratio (TER)

0.40%

Type of fund

ETF

Investment style

Passive

Replication method

Physical

Replication strategy

Full

Provider: iShares

iShares Core MSCI World UCITS ETF

Benchmark

MSCI World

Description

This fund aims to track the performance of the MSCI World Index.

Investment team comments

This ETF provides diversified large and mid cap exposure acorss global equities, covering 23 developed market countries and over 1500 underlying stocks.

Characteristics

Asset class

Developed Markets Equities

Geographical focus

Global

Traded / Risk currency

GBP / USD

Total expense ratio (TER)

0.30%

Type of fund

ETF

Investment style

Passive

Replication method

Physical

Replication strategy

Full

Provider: JP Morgan

JPMorgan Europe Research Enhanced Index Equity ESG UCITS ETF

Benchmark

MSCI Europe

Description

This fund aims to achieve a long-term return in excess of the MSCI Europe Index (Total Return Net) by actively investing primarily in a portfolio of European companies.

Investment team comments

This ETF leverages J.P. Morgan's Research Enhanced Index approach, using in-depth stock specific insights from a global research team, seeking to outperform the underlying index after fees whilst maintaining a risk profile that closely resembles the index.

Characteristics

Asset class

Developed Markets Equities

Geographical focus

Europe

Traded / Risk currency

GBP / EUR

Total expense ratio (TER)

0.25%

Type of fund

ETF

Investment style

Active

Replication method

Physical

Replication strategy

Not Applicable

Provider: JP Morgan

JPMorgan Global Research Enhanced Index Equity ESG UCITS ETF

Benchmark

MSCI World

Description

This fund aims to achieve a long-term return in excess of the MSCI World Index (Total Return Net) by actively investing primarily in a portfolio of companies, globally.

Investment team comments

This ETF leverages J.P. Morgan's Research Enhanced Index approach, using in-depth stock specific insights from a global research team, seeking to outperform the underlying index after fees whilst maintaining a risk profile that closely resembles the index.

Characteristics

Asset class

Developed Markets Equities

Geographical focus

Global

Traded / Risk currency

GBP / USD

Total expense ratio (TER)

0.25%

Type of fund

ETF

Investment style

Active

Replication method

Physical

Replication strategy

Not Applicable

Provider: JP Morgan

JPMorgan US Research Enhanced Index Equity ESG UCITS ETF

Benchmark

S&P 500

Description

This fund aims to achieve a long-term return in excess of the S&P 500 Index (Total Return Net) by actively investing primarily in a portfolio of US companies.

Investment team comments

This ETF leverages J.P. Morgan's Research Enhanced Index approach, using in-depth stock specific insights from a global research team, seeking to outperform the underlying index after fees whilst maintaining a risk profile that closely resembles the index.

Characteristics

Asset class

Developed Markets Equities

Geographical focus

United States

Traded / Risk currency

GBP / USD

Total expense ratio (TER)

0.20%

Type of fund

ETF

Investment style

Active

Replication method

Physical

Replication strategy

Not Applicable

Provider: Lyxor

Lyxor Core MSCI Japan UCITS ETF (GBP Hedged)

Benchmark

MSCI Japan Net Return GBP hedged

Description

This ETF aims to track the performance of the MSCI Japan 100% Hedged to sterling Index as closely as possible. The index covers 85% of leading Japanese equity securities.

Investment team comments

Japan is the second largest stock market in the world, after the US. A broad range of stocks are listed on the exchange, giving exposure to both domestic and export-orientated companies.

Characteristics

Asset class

Developed Markets Equities

Geographical focus

Japan

Traded / Risk currency

GBP / JPY

Total expense ratio (TER)

0.20%

Type of fund

ETF

Investment style

Passive

Replication method

Physical

Replication strategy

Full

Provider: Lyxor

Lyxor Core MSCI Japan UCITS ETF

Benchmark

MSCI Japan Net Return

Description

This ETF aims to track the performance of the MSCI Japan Index as closely as possible. The index covers 85% of leading Japanese equity securities.

Investment team comments

Japan is the second largest stock market in the world, after the US. A broad range of stocks are listed on the exchange, giving exposure to both domestic and export-orientated companies.

Characteristics

Asset class

Developed Markets Equities

Geographical focus

Japan

Traded / Risk currency

GBP / JPY

Total expense ratio (TER)

0.12%

Type of fund

ETF

Investment style

Passive

Replication method

Physical

Replication strategy

Full

Provider: iShares

iShares FTSE 250 UCITS ETF

Benchmark

FTSE 250 Total Return

Description

This ETF aims to track the performance of the FTSE 250 index. The FTSE 250 is made up of the largest 250 UK stocks outside the FTSE 100, commonly known as 'mid-caps'.

Investment team comments

The FTSE 250 contains a broad mix of holdings and is not dominated by a few companies or sectors, unlike the FTSE 100. Over the long-term mid-sized UK companies have historically outperformed large UK companies, albeit with a higher level of risk.

Characteristics

Asset class

Developed Markets Equities

Geographical focus

United Kingdom

Traded / Risk currency

GBP / GBP

Total expense ratio (TER)

0.40%

Type of fund

ETF

Investment style

Passive

Replication method

Physical

Replication strategy

Optimised

Provider: iShares

iShares Edge S&P 500 Minimum Volatility

Benchmark

S&P 500 Minimum Volatility Net Total Return

Description

This ETF aims to track the S&P 500 Minimum Volatility Index, which is composed of selected companies that, in the aggregate, have lower volatility characteristics relative to the broader US equity market.

Investment team comments

Minimum or low volatility is an investment style that has been shown to deliver higher returns over the long term, and provides a defensive exposure to US equities. Rather than weighting each stock by its size, the weighting system seeks to build a portfolio with the lowest absolute volatility (based on the universe of stocks available). This ETF provides a low cost and efficient way to invest in a diversified portfolio of US stocks, that constructed to produce a portfolio with low volatility (relative to wider US equities).

Characteristics

Asset class

Developed Markets Equities

Geographical focus

United States

Traded / Risk currency

GBP / USD

Total expense ratio (TER)

0.20%

Type of fund

ETF

Investment style

Passive

Replication method

Physical

Replication strategy

Optimised

Provider: UBS

UBS MSCI World Socially Responsible UCITS ETF

Benchmark

MSCI World SRI Low Carbon Select 5% Capped Select Net

Description

This ETF aims to track the performance of the MSCI World SRI Low Carbon Select 5% Capped Select Net Index.

Investment team comments

This ETF provides exposure to companies with outstanding environmental, social and governance ratings across both developed and emerging equity markets, whilst excluding companies that engage in controversial activities or whose products have negative social or environmental impacts. Socially responsible investment incorporates non-financial data alongside traditional investment metrics, with a belief that the companies that are best placed to operate successfully in the future are those with strong sustainability profiles, that do business in a fair and progressive way, and with a management team well aligned to investors interests.

Characteristics

Asset class

Developed Markets Equities

Geographical focus

Developed Markets

Traded / Risk currency

GBP / Varied

Total expense ratio (TER)

0.22%

Type of fund

ETF

Investment style

Passive

Replication method

Physical

Replication strategy

Full

Provider: UBS

UBS MSCI USA Socially Responsible GBP Hedged ETF

Benchmark

MSCI USA SRI Low Carbon Select 5% Capped GBP hedged

Description

This ETF aims to track the the MSCI USA Socially Responsible 5% Issuer Capped Index in a GBP hedged manner

Investment team comments

This ETF provides exposure to companies with outstanding environmental, social and governance ratings across both developed and emerging equity markets, whilst excluding companies that engage in controversial activities or whose products have negative social or environmental impacts. Socially responsible investment incorporates non-financial data alongside traditional investment metrics, with a belief that the companies that are best placed to operate successfully in the future are those with strong sustainability profiles, that do business in a fair and progressive way, and with a management team well aligned to investors interests.

Characteristics

Asset class

Developed Markets Equities

Geographical focus

United States

Traded / Risk currency

GBP / USD

Total expense ratio (TER)

0.25%

Type of fund

ETF

Investment style

Passive

Replication method

Passive

Replication strategy

Physical

Provider: UBS

UBS MSCI World Socially Responsible UCITS ETF

Benchmark

MSCI World SRI Low Carbon Select 5% Capped Select Net Total Return GBP hedged

Description

This ETF aims to track the performance of the MSCI World SRI Low Carbon Select 5% Capped Select Net Total Return GBP hedged Index.

Investment team comments

This ETF provides exposure to companies with outstanding environmental, social and governance ratings across both developed and emerging equity markets, whilst excluding companies that engage in controversial activities or whose products have negative social or environmental impacts. Socially responsible investment incorporates non-financial data alongside traditional investment metrics, with a belief that the companies that are best placed to operate successfully in the future are those with strong sustainability profiles, that do business in a fair and progressive way, and with a management team well aligned to investors interests.

Characteristics

Asset class

Developed Markets Equities

Geographical focus

Developed Markets

Traded / Risk currency

GBP / Varied

Total expense ratio (TER)

0.27%

Type of fund

ETF

Investment style

Passive

Replication method

Physical

Replication strategy

Full

Provider: iShares

iShares MSCI Japan SRI UCITS ETF

Benchmark

MSCI Japan SRI Select Reduced Fossil Fuel

Description

This ETF aims to track the performance of the MSCI Japan SRI Index

Investment team comments

This ETF provides exposure to companies in Japan with outstanding environmental, social and governance ratings, whilst excluding companies that engage in controversial activities or whose products have negative social or environmental impacts. Socially responsible investment incorporates non-financial data alongside traditional investment metrics, with a belief that the companies that are best placed to operate successfully in the future are those with strong sustainability profiles, that do business in a fair and progressive way, and with a management team well aligned to investors interests.

Characteristics

Asset class

Developed Markets Equities

Geographical focus

Japan

Traded / Risk currency

GBP / JPY

Total expense ratio (TER)

0.20%

Type of fund

ETF

Investment style

Passive

Replication method

Physical

Replication strategy

Full

Provider: State Street

SPDR Bloomberg Barclays 0-5 Year Sterling Corporate Bond UCITS ETF

Benchmark

Bloomberg Barclays Corporate Bond 0-5 Year Total Return

Description

This ETF aims to track the performance of the Barclays 0-5 Year Sterling Corporate Bond Index, with exposure to investment grade, sterling denominated corporate bonds which mature in less than five years’ time. The majority of the companies are based in the UK, Europe and the United States.

Investment team comments

Corporate bonds can offer good returns for investors who are more risk averse, as they are typically less volatile than shares. Bonds with a short time to maturity (less than five years) are much less exposed to changes in interest rates than the full market of bonds. This ETF provides a broad and diversified exposure to GBP denominated corporate bonds with reduced sensitivity to changes in interest rates.

Characteristics

Asset class

Developed Markets Equities

Geographical focus

United States

Traded / Risk currency

GBP / USD

Total expense ratio (TER)

0.20%

Type of fund

ETF

Investment style

Passive

Replication method

Physical

Replication strategy

Optimised

Provider: iShares

iShares MSCI USA SRI UCITS ETF

Benchmark

MSCI USA SRI Select Reduced Fossil Fuel

Description

This ETF aims to track the performance of the MSCI USA SRI Index

Investment team comments

This ETF offers exposure to companies in the United States with outstanding environmental, social and governance ratings, whilst excluding companies that engage in controversial activities or whose products have negative social or environmental impacts. Socially responsible investment incorporates non-financial data alongside traditional investment metrics, with a belief that the companies that are best placed to operate successfully in the future are those with strong sustainability profiles, that do business in a fair and progressive way, and with a management team well aligned to investors interests.

Characteristics

Asset class

Developed Markets Equities

Geographical focus

United States

Traded / Risk currency

GBP / USD

Total expense ratio (TER)

0.20%

Type of fund

ETF

Investment style

Passive

Replication method

Physical

Replication strategy

Full

Provider: UBS

UBS MSCI Canada UCITS ETF

Benchmark

MSCI Canada Net Total Return

Description

This ETF aims to track the MSCI Canada GBP Hedged index, consisting of the 93 largest Canadian stocks, independent of movements in the pound/euro exchange rate.

Investment team comments

This ETF enables us to invest in the largest part of the Canadian stock market. The Canadian stock market is dominated by financial and energy stocks. The Canadian dollar is known as a 'Commodities & Natural Resources currency' (due to the high level of Commodities & Natural Resources exports).

Characteristics

Asset class

Developed Markets Equities

Geographical focus

Canada

Traded / Risk currency

GBP / CAD

Total expense ratio (TER)

0.33%

Type of fund

ETF

Investment style

Passive

Replication method

Physical

Replication strategy

Full

Provider: UBS

UBS MSCI EMU Socially Responsible UCITS ETF

Benchmark

MSCI EMU SRI Low Carbon Select 5% Issuer Capped

Description

This ETF aims to track the performance of the MSCI EMU Socially Responsible 5% Issuer Capped Index

Investment team comments

This ETF enables us to access companies in the Eurozone with outstanding environmental, social and governance ratings, whilst excluding companies that engage in controversial activities or whose products have negative social or environmental impacts. Socially responsible investment incorporates non-financial data alongside traditional investment metrics, with a belief that the companies that are best placed to operate successfully in the future are those with strong sustainability profiles, that do business in a fair and progressive way, and with a management team well aligned to investors interests.

Characteristics

Asset class

Developed Markets Equities

Geographical focus

Eurozone

Traded / Risk currency

GBP / EUR

Total expense ratio (TER)

0.22%

Type of fund

ETF

Investment style

Passive

Replication method

Physical

Replication strategy

Full

Provider: UBS

UBS MSCI Pacific Socially Responsible UCITS ETF

Benchmark

MSCI Pacific SRI Low Carbon Select 5% Issuer Capped

Description

This ETF aims to track the performance of the MSCI Pacific Socially Responsible 5% Issuer Capped Index

Investment team comments

This ETF enables us to gain exposure to companies in the Pacific region with outstanding environmental, social and governance ratings, whilst excluding companies that engage in controversial activities or whose products have negative social or environmental impacts. Socially responsible investment incorporates non-financial data alongside traditional investment metrics, with a belief that the companies that are best placed to operate successfully in the future are those with strong sustainability profiles, that do business in a fair and progressive way, and with a management team well aligned to investors interests.

Characteristics

Asset class

Developed Markets Equities

Geographical focus

Asian Pacific

Traded / Risk currency

GBP / Varied

Total expense ratio (TER)

0.40%

Type of fund

ETF

Investment style

Passive

Replication method

Physical

Replication strategy

Full

Provider: UBS

UBS MSCI EMU Small Cap UCITS ETF

Benchmark

MSCI EMU Small Cap Net Total Return

Description

The ETF aims to track the performance of the MSCI EMU Small Cap Index, comprised of more than 400 smaller capitalisation companies from the 10 developed markets within the Eurozone.

Investment team comments

This ETF provides access to small cap Eurozone equities. For investors with less concern for short term volatility, exposure to smaller companies can provide the opportunity for higher long term returns.

Characteristics

Asset class

Developed Markets Equities

Geographical focus

Europe ex UK

Traded / Risk currency

GBP / GBP

Total expense ratio (TER)

0.33%

Type of fund

ETF

Investment style

Passive

Replication method

Physical

Replication strategy

Full

Provider: UBS

UBS MSCI Canada UCITS ETF

Benchmark

MSCI Canada GBP hedged

Description

This ETF aims to track the MSCI Canada GBP Hedged index, consisting of the largest Canadian stocks, independent of movements in the pound/euro exchange rate (currency hedged)

Investment team comments

This ETF enables us to invest in the largest part of the Canadian stock market, while eliminating CAD currency risk. The Canadian stock market is dominated by financial and energy stocks. The Canadian dollar is known as a 'Commodities & Natural Resources currency' (due to the high level of Commodities & Natural Resources exports), and because of the volatility that can be associated with this we have chosen to hedge against movements in the value of the currency.

Characteristics

Asset class

Developed Markets Equities

Geographical focus

Canada

Traded / Risk currency

GBP / GBP

Total expense ratio (TER)

0.43%

Type of fund

ETF

Investment style

Passive

Replication method

Physical

Replication strategy

Full

Provider: UBS

UBS MSCI Switzerland 20/35 UCITS ETF (GBP Hedged)

Benchmark

MSCI Switzerland 20/35 GBP hedged

Description

This ETF aims to track the MSCI Switzerland 20/35 GBP Hedged index, independent of movements in the pound/euro exchange rate (currency hedged). The index provides a more diverse exposure to the 38 largest Swiss stocks, limiting the largest holding to 35% and all other holdings to a maximum of 20%.

Investment team comments

This ETF enables us to invest in the Swiss stock market, while eliminating CHF currency risk. The Swiss stock market is home to some of the most well known global brands, such as Nestle, Novartis and UBS. However, the market is dominated by several large names, with the top ten largest stocks accounting for most of the exposure. This ETF looks to limit the exposure to the larger companies in a sensible and pragmatic manner.

Characteristics

Asset class

Developed Markets Equities

Geographical focus

Switzerland

Traded / Risk currency

GBP / GBP

Total expense ratio (TER)

0.30%

Type of fund

ETF

Investment style

Passive

Replication method

Physical

Replication strategy

Full

Provider: iShares

iShares S&P 500 Financials Sector UCITS ETF

Benchmark

S&P 500 Capped 35/20 Financial Services Net Total Return

Description

This ETF aims to track the performance of the S&P 500 Financials Services Index. The index consists of all financial services organisations included within the wider S&P 500 index.

Investment team comments

The financial sector plays a key role in the global economy, none more so than in the United States. As the US economy continues to strengthen, financial services businesses will play an important role through the provision of loans, insurance and other financial services products to US consumers and businesses. This ETF provides a very low cost and efficient way to access the financial services sector in the United States, which includes many globally focused financial services organisations such as banks and insurance companies, listed on the US stock market.

Characteristics

Asset class

Developed Markets Equities

Geographical focus

United States

Traded / Risk currency

GBP / USD

Total expense ratio (TER)

0.15%

Type of fund

ETF

Investment style

Passive

Replication method

Physical

Replication strategy

Full

Provider: UBS

UBS MSCI United Kingdom IMI Socially Responsible UCITS ETF

Benchmark

MSCI UK IMI Extended SRI Low Carbon Select 5% Issuer Capped

Description

This ETF aims to track the performance of the MSCI UK IMI Extended SRI 5% Issuer Capped Index

Investment team comments

This ETF allows us to access companies in the United Kingdom with outstanding environmental, social and governance ratings, whilst excluding companies that engage in controversial activities or whose products have negative social or environmental impacts. Socially responsible investment incorporates non-financial data alongside traditional investment metrics, with a belief that the companies that are best placed to operate successfully in the future are those with strong sustainability profiles, that do business in a fair and progressive way, and with a management team well aligned to investors interests.

Characteristics

Asset class

Developed Markets Equities

Geographical focus

United Kingdom

Traded / Risk currency

GBP / GBP

Total expense ratio (TER)

0.28%

Type of fund

ETF

Investment style

Passive

Replication method

Physical

Replication strategy

Full

Provider: Vanguard

Vanguard FTSE Developed Asia Pacific ex Japan UCITS ETF

Benchmark

FTSE Developed Asia Pacific ex Japan

Description

This fund seeks to provide long-term growth of capital by tracking the performance of the FTSE Developed Asia Pacific ex Japan Index, a market-capitalisation weighted index of common stocks of large and mid-cap companies in the developed Asia Pacific region ex Japan.

Investment team comments

These Pacific economies have impressive combinations of abundant natural resources, large educated workforces and huge regional markets. Companies in this index aim to benefit from these factors to deliver returns for investors.

Characteristics

Asset class

Developed Markets Equities

Geographical focus

Asian Pacific Region ex Japan

Traded / Risk currency

GBP / USD

Total expense ratio (TER)

0.15%

Type of fund

ETF

Investment style

Passive

Replication method

Physical

Replication strategy

Full

Provider: Vanguard

Vanguard FTSE Developed Europe ex UK UCITS ETF

Benchmark

FTSE Developed Europe ex.UK Net Tax

Description

This ETF aims to track the performance of the FTSE Developed Europe ex. UK Index. It provides exposure to over 380 companies in 15 European countries (excluding the UK) with the largest holdings in France, Germany and Switzerland.

Investment team comments

The fund enables us to gain broad exposure to a diverse range of European companies across Europe. Whilst a large part of the exposure is to the dominant economic countries of Germany, Switzerland and France, the fund also includes exposure to the wider continental European economy.

Characteristics

Asset class

Developed Markets Equities

Geographical focus

Europe ex UK

Traded / Risk currency

GBP / EUR

Total expense ratio (TER)

0.10%

Type of fund

ETF

Investment style

Passive

Replication method

Physical

Replication strategy

Full

Provider: Vanguard

Vanguard FTSE Japan UCITS ETF

Benchmark

FTSE Japan Net Total Return

Description

This ETF aims to track the performance of the FTSE Japan index, covering the top large and mid-sized companies listed on the Japanese stock exchange.

Investment team comments

Japan is the second largest stock market in the world, after the US. A broad range of stocks are listed on the exchange, giving exposure to both domestic and export-orientated companies.

Characteristics

Asset class

Developed Markets Equities

Geographical focus

Japan

Traded / Risk currency

GBP / JPY

Total expense ratio (TER)

0.15%

Type of fund

ETF

Investment style

Passive

Replication method

Physical

Replication strategy

Full

Provider: Vanguard

Vanguard FTSE 250 UCITS ETF

Benchmark

FTSE 250 Net Total Return

Description

This ETF aims to track the performance of the FTSE 250 index. The FTSE 250 is made up of the largest 250 UK stocks outside the FTSE 100, commonly known as 'mid-caps'.

Investment team comments

The FTSE 250 contains a broad mix of holdings and is not dominated by a few companies or sectors, unlike the FTSE 100. Over the long-term mid-sized UK companies have historically outperformed large UK companies, albeit with a higher level of risk.

Characteristics

Asset class

Developed Markets Equities

Geographical focus

United Kingdom

Traded / Risk currency

GBP / GBP

Total expense ratio (TER)

0.10%

Type of fund

ETF

Investment style

Passive

Replication method

Physical

Replication strategy

Full

Provider: Vanguard

Vanguard FTSE 100 UCITS ETF

Benchmark

FTSE 100 Net Tax

Description

This ETF aims to track the performance of the FTSE 100. The FTSE 100, which currently includes household names such as HSBC, Vodafone and Diageo, is the index of the 100 largest companies in the UK.

Investment team comments

For any UK-based investor, any stock market holdings are likely to contain an exposure to the largest 100 companies listed in the UK. This ETF is an excellent example of how investing in ETFs can be extremely cost effective and deliver very reliable performance. Buying and selling the fund also attracts no stamp duty, unlike buying individual stocks in the FTSE 100.

Characteristics

Asset class

Developed Markets Equities

Geographical focus

United Kingdom

Traded / Risk currency

GBP / GBP

Total expense ratio (TER)

0.09%

Type of fund

ETF

Investment style

Passive

Replication method

Physical

Replication strategy

Full

Provider: Vanguard

Vanguard S&P 500 UCITS ETF

Benchmark

S&P 500 Net Total Return

Description

This ETF aims to track the performance of the Standard & Poor 500 Index. The S&P 500 is based on the top 500 publicly traded American companies.

Investment team comments

The S&P 500 Index contains many of the largest companies in the world and benefits from the exposure to a broad range of market sectors. The charging structure of This ETF is exceptionally good value - costing just £7 for every £10000 invested.

Characteristics

Asset class

Developed Markets Equities

Geographical focus

United States

Traded / Risk currency

GBP / USD

Total expense ratio (TER)

0.07%

Type of fund

ETF

Investment style

Passive

Replication method

Physical

Replication strategy

Full

Provider: DWS

DWS Xtrackers MSCI EMU Index UCITS ETF GBP Hedged

Benchmark

MSCI EMU Net Total Return GBP hedged

Description

This ETF aims to track the performance of the MSCI EMU Index, independent of movements in the pound/euro exchange rate (currency hedged). It provides exposure to over 230 companies in the 11 countries of the Eurozone with the largest holdings in France, Germany and Spain.

Investment team comments

This ETF enables us to invest across the broad range of companies in the Eurozone, while eliminating euro currency risk. Investing across the Euro-area offers a very diverse range of companies and sectors, such as the industrials of Germany and the consumer companies of the Netherlands.

Characteristics

Asset class

Developed Markets Equities

Geographical focus

Eurozone

Traded / Risk currency

GBP / GBP

Total expense ratio (TER)

0.17%

Type of fund

ETF

Investment style

Passive

Replication method

Physical

Replication strategy

Full

Provider: DWS

Xtrackers MSCI Nordic UCITS ETF

Benchmark

MSCI Nordic Net Total Return

Description

This ETF aims to track the performance of the MSCI Nordic Countries Index, providing exposure to companies across the Nordic region.

Investment team comments

This ETF enables us to gain broad exposure to a portfolio of large and medium sized companies from across the Nordic countries of Sweden, Denmark, Finland and Norway. Exposure to the Nordic economies allows us to diversify our European holdings and provides differentiated industry and currency exposure.

Characteristics

Asset class

Developed Markets Equities

Geographical focus

Nordic Region

Traded / Risk currency

GBP / Varied

Total expense ratio (TER)

0.30%

Type of fund

ETF

Investment style

Passive

Replication method

Physical

Replication strategy

Full

Provider: DWS

DWS Xtrackers S&P 500 GBP Hedged UCITS ETF

Benchmark

S&P 500 GBP hedged

Description

This ETF aims to track the performance of the S&P 500 GBP Hedged Index. It provides exposure to 500 of the largest US stocks while attempting to minimise currency risk by entering into forward foreign exchange contracts to 'hedge' US dollar currency exposure.

Investment team comments

The US equity market is always likely to be a key focus for many investors in stocks. However, movements in the exchange rate can significantly influence returns for UK investors, so removing the impact of currency risk is a useful capability

Characteristics

Asset class

Developed Markets Equities

Geographical focus

United States

Traded / Risk currency

GBP / GBP

Total expense ratio (TER)

0.09%

Type of fund

ETF

Investment style

Passive

Replication method

Physical

Replication strategy

Full

Provider: DWS

DWS Xtrackers MSCI USA Index UCITS ETF

Benchmark

MSCI USA Net Total Return

Description

This ETF aims to track the MSCI USA index, which provides exposure to large and mid sized companies in the USA.

Investment team comments

The MSCI USA Index contains many of the largest companies in the world and benefits from the exposure to a broad range of market sectors. It includes a higher number of stocks than the S&P 500 index, with more medium sized businesses.

Characteristics

Asset class

Developed Markets Equities

Geographical focus

United States

Traded / Risk currency

GBP / USD

Total expense ratio (TER)

0.07%

Type of fund

ETF

Investment style

Passive

Replication method

Physical

Replication strategy

Full

Provider: DWS

DWS Xtrackers MSCI Japan Index UCITS ETF GBP Hedged

Benchmark

MSCI Japan Net Total Return GBP hedged

Description

This ETF aims to track the performance of the MSCI Japan 100% Hedged to sterling Index as closely as possible. The index covers 85% of leading Japanese equity securities.

Investment team comments

Japan is the second largest stock market in the world, after the US. A broad range of stocks are listed on the exchange, giving exposure to both domestic and export-orientated companies.

Characteristics

Asset class

Developed Markets Equities

Geographical focus

Japan

Traded / Risk currency

GBP / USD

Total expense ratio (TER)

0.40%

Type of fund

ETF

Investment style

Passive

Replication method

Physical

Replication strategy

Full

Provider: DWS

DWS Xtrackers MSCI Pacific ex Japan UCITS ETF

Benchmark

MSCI Pacific ex Japan Net Total Return

Description

This ETF aims to track the MSCI Pacific ex Japan Index which is designed to measure the performance of the largest companies in Australia, Hong Kong, Singapore and New Zealand.

Investment team comments

These Pacific economies have impressive combinations of abundant natural resources, large educated workforces and huge regional markets. Companies in this index hope to exploit these factors to produce excellent returns for investors.

Characteristics

Asset class

Developed Markets Equities

Geographical focus

Asian Pacific Region ex Japan

Traded / Risk currency

GBP / Varied

Total expense ratio (TER)

0.25%

Type of fund

ETF

Investment style

Passive

Replication method

Physical

Replication strategy

Full

Provider: DWS

DWS Xtrackers Russell 2000 UCITS ETF

Benchmark

Russell 2000 Net Return

Description

This ETF aims to track the performance of the Russell 2000 index, which provides exposure to 2000 small cap US companies.

Investment team comments

Academic research has shown that over long periods small-company stocks tend to outperform large company stocks. Compared to large cap stocks, small companies have a greater focus to the domestic economy. Compared to the S&P 500 index, which tracks the top 500 companies in the US, this index offers a more diverse range of companies at the heart of the real US economy. That said, small-company stocks are much more risky than large companies.

Characteristics

Asset class

Developed Markets Equities

Geographical focus

United States

Traded / Risk currency

GBP / USD

Total expense ratio (TER)

0.30%

Type of fund

ETF

Investment style

Passive

Replication method

Physical

Replication strategy

Full

Provider: DWS

DWS Xtrackers MSCI USA Financials UCITS ETF

Benchmark

MSCI USA Financials Net Return

Description

This ETF aims to track the performance of large and medium sized companies, covering 85% of the US financial sector.

Investment team comments

The financial sector plays a key role in the global economy, none more so than in the United States. As the US economy continues to strengthen, financial services businesses will play an important role through the provision of loans, insurance and other financial services products to US consumers and businesses. This ETF provides a very low cost and efficient way to access the financial services sector in the United States, which includes many globally focused financial services organisations such as banks and insurance companies, listed on the US stock market.

Characteristics

Asset class

Developed Markets Equities

Geographical focus

United States

Traded / Risk currency

GBP / USD

Total expense ratio (TER)

0.12%

Type of fund

ETF

Investment style

Passive

Replication method

Physical

Replication strategy

Full

Emerging Market Equities

Shares in companies from developing economies, including China, South Korea and Brazil. These shares carry significantly more risk than companies in developed markets.

Provider: State Street

SPDR MSCI EM Asia ETF

Benchmark

MSCI Emerging Asia Net Total Return

Description

This ETF aims to track the performance of the MSCI EM Asia index, providing exposure to over 500 companies in Asian emerging market countries, such as China, South Korea, Taiwan, India, etc.

Investment team comments

Growth in emerging markets nations is typically expected to be higher than developed markets nations. Asian emerging markets are becoming leaders in information technology and have growing domestic consumer sectors. This ETF provides best-in-class access to Asian emerging markets and exposure to two key themes in emerging markets growth; technology and increasing domestic consumption.

Characteristics

Asset class

Emerging Markets Equities

Geographical focus

Emerging Markets

Traded / Risk currency

GBP / USD

Total expense ratio (TER)

0.55%

Type of fund

ETF

Investment style

Passive

Replication method

Physical

Replication strategy

Optimised

Provider: UBS

UBS JP Morgan USD EM IG ESG Diversified Bond UCITS ETF

Benchmark

J.P. Morgan USD EM IG ESG Diversified Bond Index Total Return USD

Description

This ETF aims to track the performance of the J.P. Morgan USD EM IG ESG Diversified Bond Index Total Return Index.

Investment team comments

This ETF provides exposure to USD denominated debt instruments in investment grade sovereigns and corporates in Emerging Markets.

Characteristics

Asset class

Emerging Market Bonds

Geographical focus

Emerging Markets

Traded / Risk currency

GBP / USD

Total expense ratio (TER)

0.45%

Type of fund

ETF

Investment style

Passive

Replication method

Physical

Replication strategy

Optimised

Provider: iShares

iShares Core MSCI Emerging Markets IMI UCITS ETF

Benchmark

MSCI EM Emerging Markets IMI Net Total Return

Description

This ETF aims to track the performance of the MSCI Emerging Markets IMI index.

Investment team comments

This ETF provides exposure to a range of Emerging Market stocks, listed across 24 countries such as China, South Korea, Taiwan and India. The fund provides exposure to large, medium and small sized companies, covering 99% of emerging country stock markets for a peer group leading fee. This is one of the best value ETFs available for emerging market exposure in our view, providing access to 99% of the worlds emerging market stocks for a very low fee.

Characteristics

Asset class

Emerging Markets Equities

Geographical focus

Emerging Markets

Traded / Risk currency

GBP / Varied

Total expense ratio (TER)

0.18%

Type of fund

ETF

Investment style

Passive

Replication method

Physical

Replication strategy

Optimised

Provider: iShares

iShares Edge MSCI EM Minimum Volatility UCITS ETF

Benchmark

MSCI Emerging Markets Volatility Net Total Return

Description

This ETF aims to track the MSCI Emerging Markets Minimum Volatility Index, which is composed of selected Emerging Market companies that, in the aggregate, have lower volatility characteristics relative to the broader Emerging equity market.

Investment team comments

Minimum or low volatility is an investment style that has been shown to deliver higher returns over the long term, and provides a defensive exposure to Emerging Markets Equities. Rather than weighting each stock by its size, the weighting system seeks to build a portfolio with the lowest absolute volatility (based on the universe of stocks available).

Characteristics

Asset class

Emerging Markets Equities

Geographical focus

Emerging Markets

Traded / Risk currency

GBP / USD

Total expense ratio (TER)

0.40%

Type of fund

ETF

Investment style

Passive

Replication method

Physical

Replication strategy

Optimised

Provider: iShares

iShares MSCI AC Far East ex-Japan UCITS ETF

Benchmark

MSCI AC Far East Ex Japan Net Total Return

Description

This ETF aims to track the performance of the MSCI AC Far East ex Japan Index. It provides exposure to developed and emerging markets in Asia, excluding Japan and India. This consists of more than 500 companies in countries such as China, Hong Kong, Korea, Taiwan and Singapore, as well as smaller stock markets in Malaysia, Philippines, Thailand and Indonesia.

Investment team comments

This ETF invests in companies from countries in developed and emerging Asia, with a concentration to Greater China (mainland, Hong Kong and Taiwan) and South Korea. The interesting combination of developed and emerging markets tracked by This ETF offers more stable returns to investors with the potential of even greater returns. Economic growth in Asia has outperformed other regions over the last two decades and This ETF enables investors to profit from this growth.

Characteristics

Asset class

Emerging Markets Equities

Geographical focus

Asian Pacific

Traded / Risk currency

GBP / Varied

Total expense ratio (TER)

0.74%

Type of fund

ETF

Investment style

Passive

Replication method

Physical

Replication strategy

Full

Provider: JP Morgan

JPMorgan Global Emerging Markets Research Enhanced Index Equity ESG UCITS ETF

Benchmark

MSCI Emerging Markets

Description

This fund aims to achieve a long-term return in excess of the MSCI Europe Index (Total Return Net) by actively investing primarily in a portfolio of emerging market companies.

Investment team comments

This ETF leverages J.P. Morgan's Research Enhanced Index approach, using in-depth stock specific insights from a global research team, seeking to outperform the underlying index after fees whilst maintaining a risk profile that closely resembles the index.

Characteristics

Asset class

Emerging Markets Equities

Geographical focus

Emerging Markets

Traded / Risk currency

GBP / USD

Total expense ratio (TER)

0.30%

Type of fund

ETF

Investment style

Active

Replication method

Physical

Replication strategy

Not Applicable

Provider: UBS

UBS MSCI Emerging Markets Socially Responsible UCITS ETF

Benchmark

MSCI Emerging Markets SRI Low Carbon Select 5% Issuer Capped

Description

This ETF aims to track the performance of the MSCI Emerging Markets SRI 5% Issuer Capped Index.

Investment team comments

This ETF offers exposure to companies across emerging markets with outstanding environmental, social and governance ratings, whilst excluding companies that engage in controversial activities or whose products have negative social or environmental impacts. Socially responsible investment incorporates non-financial data alongside traditional investment metrics, with a belief that the companies that are best placed to operate successfully in the future are those with strong sustainability profiles, that do business in a fair and progressive way, and with a management team well aligned to investors interests.

Characteristics

Asset class

Emerging Markets Equites

Geographical focus

Emerging Markets

Traded / Risk currency

GBP / Varied

Total expense ratio (TER)

0.27%

Type of fund

ETF

Investment style

Passive

Replication method

Physical

Replication strategy

Optimised

Provider: DWS

DWS Xtrackers MSCI Emerging Markets UCITS ETF

Benchmark

MSCI Emerging Markets Net Total Return

Description

This ETF aims to track the performance of the MSCI Emerging Markets Index.

Investment team comments