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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 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 Core MSCI EMU UCITS ETF

Benchmark

MSCI EMU Index

Description

This ETF aims to track the performance of the MSCI EMU Index. 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.

Characteristics

Asset class

Developed Markets Equities

Geographical focus

Europe

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 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 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

Europe

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 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

Amundi MSCI Pacific ex Japan UCITS ETF

Benchmark

MSCI Pacific Ex Japan SRI filtered Ex Fossil Fuel in NET EUR

Description

This ETF aims to track the performance of the MSCI Pacific ex Japan SRI Filtered ex Fossil Fuel 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 Region ex Japan

Traded / Risk currency

GBP / JPY

Total expense ratio (TER)

0.45%

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)

0.2%

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. This ETF presents good value, gaining access to 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)

0.07%

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

Compared to large cap stocks, small companies tend to 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 companies

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

Invesco 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 provides GBP hedged and 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

Invesco 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 provides 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)

0.3%

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 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)

0.3%

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 SRI Low Carbon Select 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

Europe

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 MSCI USA ESG Screened UCITS ETF

Benchmark

MSCI USA ESG Screened Index

Description

This ETF aims to track the MSCI USA ESG Screened Index.

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, while screening out a few companies involved in certain business lines and controversial activities. 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

Unites States

Traded / Risk currency

GBP / USD

Total expense ratio (TER)

0.07%

Type of fund

ETF

Investment style

Passive

Replication method

Physical

Replication strategy

Optimised

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 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. 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)

0.1%

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.

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

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)

0.4%

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

Developed Markets

Traded / Risk currency

GBP / Varied

Total expense ratio (TER)

0.3%

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 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 (GBP Hedged) UCITS ETF

Benchmark

MSCI World GBP Hedged

Description

This fund aims to achieve a long-term return in excess of the MSCI World Index by actively investing primarily in a portfolio of companies, globally. At the same time the fund hedges non-GBP currency exposure.

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 and reducing exposure to non-GBP currencies.

Characteristics

Asset class

Developed Markets Equities

Geographical focus

Developed Markets

Traded / Risk currency

GBP / Varied

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 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

Developed Markets

Traded / Risk currency

GBP / Varied

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)

0.2%

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)

0.2%

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)

0.4%

Type of fund

ETF

Investment style

Passive

Replication method

Physical

Replication strategy

Full

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 in which 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)

0.2%

Type of fund

ETF

Investment style

Passive

Replication method

Physical

Replication strategy

Optimised

Provider: Amundi

Amundi Prime UK Mid & Small Cap

Benchmark

Solactive United Kingdom Mid & Small Cap ex Investment Trust Index

Description

This ETF aims to track the performance of the Solactive United Kingdom Mid and Small Cap ex Investment Trust Index and is made up of the UK mid-caps stocks.

Investment team comments

The index tracked by the fund contains a broad mix of holdings and is not dominated by a few companies or sectors, unlike the FTSE 100. Unlike the FTSE 250, this fund does not include investment trusts. 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)

0.05%

Type of fund

ETF

Investment style

Passive

Replication method

Physical

Replication strategy

Full

Provider: State Street

SPDR Russell 2000 U.S. Small Cap 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

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)

0.3%

Type of fund

ETF

Investment style

Passive

Replication method

Physical

Replication strategy

Optimised

Provider: UBS

UBS MSCI USA Socially Responsible UCITS ETF

Benchmark

MSCI USA SRI Low Carbon Select 5% Issuer Capped Index

Description

This ETF aims to track the MSCI USA Socially Responsible 5% Issuer Capped Index.

Investment team comments

This ETF provides exposure to US companies 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

Unites States

Traded / Risk currency

GBP / USD

Total expense ratio (TER)

0.22%

Type of fund

ETF

Investment style

Passive

Replication method

Physical

Replication strategy

Full

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 MSCI USA SRI Low Carbon Select 5% Capped in a GBP hedged manner.

Investment team comments

This ETF provides exposure to US companies 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)

0.25%

Type of fund

ETF

Investment style

Passive

Replication method

Physical

Replication strategy

Full

Provider: UBS