UBS MSCI China Universal UCITS ETF
SRI Style:
Limited Tilt or Exclusions
SDR Labelling:
Not eligible to use label (out of scope)
Product:
ETF
Fund Region:
Asia Pacific
Fund Asset Type:
Passive / Index
Launch Date:
26/07/2019
Last Amended:
Oct 2024
Dialshifter (
):
Fund/Portfolio Size:
£369.06m
(as at: 30/11/2025)
Total Screened Themed SRI Assets:
£168400.00m
(as at: 31/03/2024)
Total Responsible Ownership Assets:
£326400.00m
(as at: 31/03/2024)
Total Assets Under Management:
£1011000.00m
(as at: 31/03/2024)
ISIN:
LU1953188833
Objectives:
For index equity strategies, ESG risks and opportunities integration takes place if the index methodology considers ESG criteria in the construction of the index. UBS AM considers sustainability characteristics and risks as part of the relevant index selection process. The portfolio manager tracks the reference ESG benchmark using full replication or stratified sampling depending on the investment universe, with a focus on minimizing transaction cost while managing the tracking error within a defined range.
Sustainable, Responsible
&/or ESG Overview:
No response when requested information from fund manager
he ETF aims to replicate the performance of the MSCI China ESG Universal Low Carbon Select 5% Issuer Capped Total Return Net. As such, the approach taken in relation to the consideration of ESG criteria is the one taken by the index provider and therefore dependent on the methodology defined by a third party.
The MSCI China ESG Universal Low Carbon Select 5% Issuer Capped Index is based on the MSCI China Index, its parent index, and includes large and mid-cap securities of the Chinese equity markets. The index aims to represent the performance of an investment strategy that by re-weighting free-float market cap weights based upon certain ESG metrics seeks to increase exposure to those companies demonstrating both a robust ESG profile as well as a positive trend in improving that profile, while excluding companies based on various ESG and climate change criteria.
Primary fund last amended:
Oct 2024
Information directly from fund manager.
Fund Filters
Sustainability - General
Has policies that consider (environmental and social) sustainability issues. Strategies vary but are likely to consider environmental issues like climate change, carbon emissions, biodiversity loss, resource management, environmental impacts; and social issues like equal opportunities, human rights, labour standards, diversity and adherence to internationally recognised codes. See individual entry information.
Has a significant focus on sustainability issues
Aim to encourage higher sustainability standards through responsible ownership / stewardship / engagement / voting activity
Environmental - General
Has policies which relate to environmental issues. These will typically set out their stance on issues such as pollution, climate change, resource management, biodiversity loss, carbon emissions, plastics and/or additional environmental impacts. Strategies vary.
Options that limit or 'reduce' their exposure to carbon intensive industries (ie sectors which are major contributors to climate change). Strategies vary.
Aims to invest in companies with strong or market leading environmental policies and practices. Strategies vary. See individual entry information for more detail.
Climate Change & Energy
Has policies (documented strategies that explain their position) on climate change related issues such as greenhouse gas/carbon emissions, net zero, transitioning to lower carbon. Strategies vary.
Avoid investment in major coal, oil and/or gas (extraction) companies. Strategies vary.
Avoid companies involved in fracking and tar sands - which are widely regarded as controversial methods of oil and gas extraction. Strategies vary.
Avoid investing in companies / assets with coal, oil and gas reserves. See individual entry information for further details.
Encourage the transition to lower carbon activities through asset selection and / or responsible ownership activity.
Social / Employment
Has policies which set out their approach to social issues (e.g. human rights, labour standards, equal opportunities, child labour and/or adherence to internationally recognised codes such as the UN Global Compact). Strategies with social policies typically avoid companies with low standards and/or work to encourage higher standards. See fund information for detail.
Aims to invest in assets with high social values - this may include strong human rights, labour standards and equal opportunities or safety related practices.
Ethical Values Led Exclusions
Has policies that set out their position on ethical or 'personal values' based issues. Strategies vary.
Companies are excluded if they are involved in any aspect of the production chain for tobacco products, including cigarettes, vaping, e-cigarettes, chewing tobacco and cigars.
Companies are excluded if they make more than 5% of their revenue from the manufacture, sale or distribution of tobacco products including cigarettes, vaping, e-cigarettes, chewing tobacco and cigars.
Avoids companies that manufacture weapons intended specifically for military use. Strategies vary - may or may not include non-strategic military products.
Has a written civilian firearms exclusion policy - meaning that they will not invest in companies that make (or perhaps also sell) handguns made for non-military users.
Gilts & Sovereigns
Avoids investing in 'some' gilts or government bonds. Strategies vary, but this may relate to avoiding specific countries or particular reasons for bond issuance. 'Green gilts' for example would be likely to be acceptable.
Does not invest in, or excludes, gilts and/or government bonds.
Banking & Financials
Can include banks as part of their holdings / portfolio.
Governance & Management
Has policies that relate to corporate governance issues such as board structure, executive remuneration, bribery and/or corporate corruption. These funds will typically avoid companies with poor practices. Strategies vary.
Avoids investing in companies with poor governance practices.(e.g. board structure, management practices etc.) Views may however vary on what counts as 'poor' practices - and funds may not immediately divest as they may prefer to work to encourage higher standards.
Aim to encourage higher ESG standards through responsible ownership / stewardship / engagement /voting activity
Product / Service Governance
Find fund / asset managers that factor in 'environmental, social and governance' issues as part of their investment decision making process. A focus on 'ESG' typically means a fund is carrying out additional research to help reduce ESG related risks. It does not necessarily mean a focus on sustainability. Strategies vary. See fund literature.
Asset Size
Invests more than half of their money into what are commonly regarded as 'large companies'. This will typically mean that the market capitalisation (or value) of the companies they hold is in excess of £5 to £10 billion.
Invests mainly in larger companies / assets. (e.g. over circa £5-£10bn)
How The Fund/Portfolio Works
Focuses on finding and investing in companies with positive / beneficial attributes. This strategy can be applied in addition to exclusion criteria and engagement/stewardship activity.
Has principle 'ethical approach' to avoid companies by using negative screening criteria. Strategies vary.
Has some exclusions - typically for example excludes tobacco or companies that breach commonly adopted standards or norms such as the UN Global Compact.
Only uses an investment index to direct where they can invest. Fund strategies and indices vary.
Focuses on the careful management of environmental, social and governance (ESG) related risks - typically by avoiding or being underweight in companies seen as posing major risks in these areas (i.e. not necessarily by using themes, exclusions etc).
Does not use stock lending for performance or risk purposes.
Unscreened Assets & Cash
Holds between 70-79% of assets which align to the sustainability objectives; which are not being held purely for risk management purposes, such as derivatives and cash equivalent assets.
Holds between 80-89% of assets which align to the sustainability objectives; which are not being held purely for risk management purposes, such as derivatives and cash equivalent assets.
Holds at least 90% of assets which align to the sustainability objectives; which are not being held purely for risk management purposes, such as derivatives and cash equivalent assets.
Intended Clients & Product Options
Designed to meet the needs of individual investors with an interest in sustainability issues.
Labels & Accreditations
Find options classified under Article 8 of the EU’s SFDR (Sustainable Finance Disclosure Requirements). Article 8 of the SFDR is a set of requirements that apply to financial products that 'promote' environmental or social characteristics together with high governance. These rules do not currently apply to UK products so many managers may leave this field blank.
Sustainable, Responsible &/or ESG Policy:
The ETF is passively managed and aims to replicate the performance of its benchmark index. As such, the approach taken in relation to the consideration of ESG criteria is the one taken by the index provider and therefore dependent on the methodology defined by a third party.
The Index is constructed as follows:
- Exclude stocks based on Scope 1+2 Carbon Emissions Intensity and Potential Carbon Emissions from the Parent Index.
- Exclude companies that are involved in the following businesses and meet the business involvement exclusion criteria as defined in the methodology book: Controversial Weapons, Conventional Weapons, Nuclear Weapons, Civilian Firearms, Tobacco, Fossil Fuel Extraction, Thermal Coal Power. Additionally, companies are required to have an MSCI ESG Controversies Score of 1 or above and an MSCI ESG Rating of ‘B’ or above to be eligible for inclusion.
- Define an ESG re-weighting factor that reflects an assessment of both the current ESG profile (based on the current MSCI ESG Rating) as well as the trend in that profile (based on the MSCI ESG Rating Trend).
- Re-weight securities from the free-float market cap weights of the Parent Index using combined ESG score (product of ESG Rating and ESG Rating Trend).
Please refer to the MSCI ESG Universal Low Carbon Select 5% Issuer Capped Indexes Methodology for further details on the index construction process and the exclusions.
Process:
The fund aims to replicate the performance of its benchmark index. The portfolio fully replicates the index and is rebalanced to ensure close tracking in accordance with our prescribed tolerances, following the rebalancing schedule of the underlying index.
Dialshifter
Our organisation is helping to support the Paris Climate Agreement and the Race to Net Zero by…
UBS AM is committed to helping our clients achieve their decarbonization goals and to supporting the work of governments around the world in their transition to a low-carbon economy in alignment with the objectives of the Paris Agreement.
We are a founding signatory of the Net Zero Asset Managers initiative and have a group-wide ambition to achieve net zero greenhouse gas emissions across scope 1 and 2, and specified scope 3 activities by 2050. In 2023, we made progress toward delivering our 2030 target of aligning 20% of our total AuM with net zero, using science-based portfolio alignment approaches.
SDR Labelling:
Not eligible to use label (out of scope)
| Fund Name | SRI Style | SDR Labelling | Product | Region | Asset Type | Launch Date | Last Amended |
|
|---|---|---|---|---|---|---|---|---|
UBS MSCI China Universal UCITS ETF |
Limited Tilt or Exclusions | Not eligible to use label (out of scope) | ETF | Asia Pacific | Passive / Index | 26/07/2019 | Oct 2024 | |
ObjectivesFor index equity strategies, ESG risks and opportunities integration takes place if the index methodology considers ESG criteria in the construction of the index. UBS AM considers sustainability characteristics and risks as part of the relevant index selection process. The portfolio manager tracks the reference ESG benchmark using full replication or stratified sampling depending on the investment universe, with a focus on minimizing transaction cost while managing the tracking error within a defined range. |
Fund/Portfolio Size: £369.06m (as at: 30/11/2025) Total Screened Themed SRI Assets: £168400.00m (as at: 31/03/2024) Total Responsible Ownership Assets: £326400.00m (as at: 31/03/2024) Total Assets Under Management: £1011000.00m (as at: 31/03/2024) ISIN: LU1953188833 |
|||||||
Sustainable, Responsible &/or ESG OverviewNo response when requested information from fund manager
he ETF aims to replicate the performance of the MSCI China ESG Universal Low Carbon Select 5% Issuer Capped Total Return Net. As such, the approach taken in relation to the consideration of ESG criteria is the one taken by the index provider and therefore dependent on the methodology defined by a third party. The MSCI China ESG Universal Low Carbon Select 5% Issuer Capped Index is based on the MSCI China Index, its parent index, and includes large and mid-cap securities of the Chinese equity markets. The index aims to represent the performance of an investment strategy that by re-weighting free-float market cap weights based upon certain ESG metrics seeks to increase exposure to those companies demonstrating both a robust ESG profile as well as a positive trend in improving that profile, while excluding companies based on various ESG and climate change criteria. |
||||||||
|
Primary fund last amended: Oct 2024 |
||||||||
|
Information received directly from Fund Manager |
||||||||
|
Please select what you would like to read:
Fund FiltersSustainability - General
Sustainability policy
Has policies that consider (environmental and social) sustainability issues. Strategies vary but are likely to consider environmental issues like climate change, carbon emissions, biodiversity loss, resource management, environmental impacts; and social issues like equal opportunities, human rights, labour standards, diversity and adherence to internationally recognised codes. See individual entry information.
Sustainability focus
Has a significant focus on sustainability issues
Encourage more sustainable practices through stewardship
Aim to encourage higher sustainability standards through responsible ownership / stewardship / engagement / voting activity Environmental - General
Environmental policy
Has policies which relate to environmental issues. These will typically set out their stance on issues such as pollution, climate change, resource management, biodiversity loss, carbon emissions, plastics and/or additional environmental impacts. Strategies vary.
Limits exposure to carbon intensive industries
Options that limit or 'reduce' their exposure to carbon intensive industries (ie sectors which are major contributors to climate change). Strategies vary.
Favours cleaner, greener companies
Aims to invest in companies with strong or market leading environmental policies and practices. Strategies vary. See individual entry information for more detail. Climate Change & Energy
Climate change / greenhouse gas emissions policy
Has policies (documented strategies that explain their position) on climate change related issues such as greenhouse gas/carbon emissions, net zero, transitioning to lower carbon. Strategies vary.
Coal, oil & / or gas majors excluded
Avoid investment in major coal, oil and/or gas (extraction) companies. Strategies vary.
Fracking & tar sands excluded
Avoid companies involved in fracking and tar sands - which are widely regarded as controversial methods of oil and gas extraction. Strategies vary.
Fossil fuel reserves exclusion
Avoid investing in companies / assets with coal, oil and gas reserves. See individual entry information for further details.
Encourage transition to low carbon through stewardship activity
Encourage the transition to lower carbon activities through asset selection and / or responsible ownership activity. Social / Employment
Social policy
Has policies which set out their approach to social issues (e.g. human rights, labour standards, equal opportunities, child labour and/or adherence to internationally recognised codes such as the UN Global Compact). Strategies with social policies typically avoid companies with low standards and/or work to encourage higher standards. See fund information for detail.
Favours companies with strong social policies
Aims to invest in assets with high social values - this may include strong human rights, labour standards and equal opportunities or safety related practices. Ethical Values Led Exclusions
Ethical policies
Has policies that set out their position on ethical or 'personal values' based issues. Strategies vary.
Tobacco & related product manufacturers excluded
Companies are excluded if they are involved in any aspect of the production chain for tobacco products, including cigarettes, vaping, e-cigarettes, chewing tobacco and cigars.
Tobacco & related products - avoid where revenue > 5%
Companies are excluded if they make more than 5% of their revenue from the manufacture, sale or distribution of tobacco products including cigarettes, vaping, e-cigarettes, chewing tobacco and cigars.
Armaments manufacturers avoided
Avoids companies that manufacture weapons intended specifically for military use. Strategies vary - may or may not include non-strategic military products.
Civilian firearms production exclusion
Has a written civilian firearms exclusion policy - meaning that they will not invest in companies that make (or perhaps also sell) handguns made for non-military users. Gilts & Sovereigns
Gilts / government bonds - exclude some
Avoids investing in 'some' gilts or government bonds. Strategies vary, but this may relate to avoiding specific countries or particular reasons for bond issuance. 'Green gilts' for example would be likely to be acceptable.
Gilts / government bonds - exclude all
Does not invest in, or excludes, gilts and/or government bonds. Banking & Financials
Invests in banks
Can include banks as part of their holdings / portfolio. Governance & Management
Governance policy
Has policies that relate to corporate governance issues such as board structure, executive remuneration, bribery and/or corporate corruption. These funds will typically avoid companies with poor practices. Strategies vary.
Avoids companies with poor governance
Avoids investing in companies with poor governance practices.(e.g. board structure, management practices etc.) Views may however vary on what counts as 'poor' practices - and funds may not immediately divest as they may prefer to work to encourage higher standards.
Encourage higher ESG standards through stewardship activity
Aim to encourage higher ESG standards through responsible ownership / stewardship / engagement /voting activity Product / Service Governance
ESG integration strategy
Find fund / asset managers that factor in 'environmental, social and governance' issues as part of their investment decision making process. A focus on 'ESG' typically means a fund is carrying out additional research to help reduce ESG related risks. It does not necessarily mean a focus on sustainability. Strategies vary. See fund literature. Asset Size
Over 50% large cap companies
Invests more than half of their money into what are commonly regarded as 'large companies'. This will typically mean that the market capitalisation (or value) of the companies they hold is in excess of £5 to £10 billion.
Invests mostly in large cap companies / assets
Invests mainly in larger companies / assets. (e.g. over circa £5-£10bn) How The Fund/Portfolio Works
Positive selection bias
Focuses on finding and investing in companies with positive / beneficial attributes. This strategy can be applied in addition to exclusion criteria and engagement/stewardship activity.
Negative selection bias
Has principle 'ethical approach' to avoid companies by using negative screening criteria. Strategies vary.
Limited / few ethical exclusions
Has some exclusions - typically for example excludes tobacco or companies that breach commonly adopted standards or norms such as the UN Global Compact.
Passive / index driven strategy
Only uses an investment index to direct where they can invest. Fund strategies and indices vary.
ESG risk mitigation focus
Focuses on the careful management of environmental, social and governance (ESG) related risks - typically by avoiding or being underweight in companies seen as posing major risks in these areas (i.e. not necessarily by using themes, exclusions etc).
Do not use stock / securities lending
Does not use stock lending for performance or risk purposes. Unscreened Assets & Cash
Assets typically aligned to sustainability objectives 70 - 79%
Holds between 70-79% of assets which align to the sustainability objectives; which are not being held purely for risk management purposes, such as derivatives and cash equivalent assets.
Assets typically aligned to sustainability objectives 80 – 89%
Holds between 80-89% of assets which align to the sustainability objectives; which are not being held purely for risk management purposes, such as derivatives and cash equivalent assets.
Assets typically aligned to sustainability objectives > 90%
Holds at least 90% of assets which align to the sustainability objectives; which are not being held purely for risk management purposes, such as derivatives and cash equivalent assets. Intended Clients & Product Options
Intended for clients interested in sustainability
Designed to meet the needs of individual investors with an interest in sustainability issues. Labels & Accreditations
SFDR Article 8 fund / product (EU)
Find options classified under Article 8 of the EU’s SFDR (Sustainable Finance Disclosure Requirements). Article 8 of the SFDR is a set of requirements that apply to financial products that 'promote' environmental or social characteristics together with high governance. These rules do not currently apply to UK products so many managers may leave this field blank. Sustainable, Responsible &/or ESG Policy:The ETF is passively managed and aims to replicate the performance of its benchmark index. As such, the approach taken in relation to the consideration of ESG criteria is the one taken by the index provider and therefore dependent on the methodology defined by a third party. The Index is constructed as follows:
Please refer to the MSCI ESG Universal Low Carbon Select 5% Issuer Capped Indexes Methodology for further details on the index construction process and the exclusions. Process:The fund aims to replicate the performance of its benchmark index. The portfolio fully replicates the index and is rebalanced to ensure close tracking in accordance with our prescribed tolerances, following the rebalancing schedule of the underlying index. Dialshifter (Fund)Our organisation is helping to support the Paris Climate Agreement and the Race to Net Zero by… UBS AM is committed to helping our clients achieve their decarbonization goals and to supporting the work of governments around the world in their transition to a low-carbon economy in alignment with the objectives of the Paris Agreement. We are a founding signatory of the Net Zero Asset Managers initiative and have a group-wide ambition to achieve net zero greenhouse gas emissions across scope 1 and 2, and specified scope 3 activities by 2050. In 2023, we made progress toward delivering our 2030 target of aligning 20% of our total AuM with net zero, using science-based portfolio alignment approaches. SDR Labelling:Not eligible to use label (out of scope) |
||||||||