# UBS MSCI World Socially Responsible UCITS ETF Hedged GBP (SRWG)

**Source:** https://fundology.uk/fund/srwg · ISIN IE00BK72HN04 · Data: TradingView (LSE closes and returns, delayed), issuer documents, ONS CPIH, FCA FIRDS

## At a glance

> Capital at risk. Past performance is not a guide to future returns. The value of investments can fall as well as rise.

As of 30/09/2026, SRWG (UBS MSCI World Socially Responsible UCITS ETF Hedged GBP, ISIN IE00BK72HN04) closed at £20.56 on the London Stock Exchange. Its ongoing charge is 0.22% a year (about £22 on £10,000). Over the five years to 30/09/2026 its total return was +28.5%, or +0.4% after UK CPIH inflation.

## Summary

UBS MSCI World Socially Responsible UCITS ETF Hedged GBP is an exchange-traded fund (ETF) from UBS, launched in 2020. It tracks the MSCI World SRI Low Carbon Select 5% Issuer Capped Hedged to GBP Index - GBP — about 1,300 large and medium-sized companies in 23 developed countries, around 70% of it in the US. You buy and sell it through a share-dealing account or platform during stock-market hours, like a share. Its ongoing charge is 0.22% a year — about £22 a year on every £10,000 invested, taken from the fund's value rather than billed to you. Income from its investments is paid out to holders as cash, usually a few times a year. It is currency-hedged: it aims to remove most of the effect of exchange-rate moves against the pound.

Latest close: **£20.56** (30/09/2026).

## Key facts

| Fact | Value |
|---|---|
| Ticker (LSE) | SRWG |
| ISIN | IE00BK72HN04 |
| Category | Sustainable & clean energy |
| Type | ETF |
| Provider | UBS |
| Tracks | MSCI World SRI Low Carbon Select 5% Issuer Capped Hedged to GBP Index - GBP |
| Income | Distributing |
| Ongoing charge | 0.22% a year (£22 per £10,000) |
| Fund size | £1.3m |
| Launched | 2020 |
| Domicile | Ireland |

## Past returns (periods to 30/09/2026)

After the fund's ongoing charges. "Income reinvested" is total return; "price only" leaves out income paid out. Real returns are after ONS CPIH inflation.

| Window | Return | After CPIH inflation | Measured as |
|---|---|---|---|
| 1 year | +17.60% | +13.91% | income reinvested |
| 3 years | +69.67% | +53.10% | income reinvested |
| 5 years | +28.48% | +0.44% | income reinvested |

Returns: TradingView (delayed data). Inflation: ONS CPIH, latest month published.

## Charges compared with similar funds

Ongoing charge of UBS MSCI World Socially Responsible UCITS ETF Hedged GBP 0.22% a year, as of 01/10/2026: 103 of the 162 other sustainable and clean-energy funds charge more, 7 the same and 52 less (share classes counted once).

## Charges & eligibility

- Ongoing charges figure (OCF): **0.22%** per year
- ISA eligible: yes
- SIPP eligible: yes

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Capital at risk. Past performance is not a guide to future returns. The value of investments can fall as well as rise.