Fundology

ETF · UBS

UD02 UBS Factor MSCI EMU Low Volatility UCITS ETF-EUR dis- Distribution

ISIN LU1215454460UBS Group AG

Reference data only

We hold this instrument’s identity from the FCA FIRDS register (ISIN, name, type, currency). Prices, charges and returns are not available for it yet.

Past returns

Total return: the change in the fund’s value with any income reinvested, after its ongoing charges.
1 year
+6.8%
+3.5% after inflation
3 years
+40.6%
+26.8% after inflation
5 years
+34.7%
+5.3% after inflation

£1,000 put in five years ago would have been worth about £1,347 — about £1,053 in today’s spending power, once price rises are taken out. Past performance is not a guide to future returns.

Volatility and the largest fall need a longer record of this fund’s prices than we hold so far. They appear on this page once we do.

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

How we work it out:ReturnsReturns after inflationTotal returnReal returnCPIH

In plain English

UBS Factor MSCI EMU Low Volatility UCITS ETF-EUR dis- Distribution is an exchange-traded fund (ETF) from UBS, launched in 2015.

It tracks the MSCI EMU Select Dynamic 50% Risk Weighted Index - EUR.

You buy and sell it through a share-dealing account or platform during stock-market hours, like a share.

Income from its investments is paid out to holders as cash, usually a few times a year.

European shares: Companies across Europe. Some funds include the UK and some leave it out — the fund name says which.

Terms:ETFIndex fundUCITSAccumulating or incomeShare classISIN

Key facts

Ticker
UD02
ISIN
LU1215454460
Provider
UBS
Tracks
MSCI EMU Select Dynamic 50% Risk Weighted Index - EUR
Structure
ETF
An exchange-traded fund: bought and sold on the stock exchange through the day, like a share.
Income
Distributing, paid semi-annual
Income is paid out to holders as cash, usually a few times a year.
Fund size
£5.4m
Launched
Domicile
Luxembourg
Can be held in
ISA and SIPP
Currency hedged
No

Risk and return in depth

Ratios that weigh return against its ups and downs, every rolling period rather than a few fixed ones, and each large fall with how long it took to recover.
  • Rank among similar funds

    Rank by total return over 1, 3 and 5 years among up to 205 European share funds, not currency-hedged, highest first.

    Pro

Pro — currently by invitation

Pro includes the rank among similar funds

Pro is open by invitation while it is being built. There is nothing to buy. To ask about access, email [email protected].

Questions people ask

What does UD02 track?

UD02 tracks the MSCI EMU Select Dynamic 50% Risk Weighted Index - EUR.

Is UD02 accumulating or distributing?

UD02 is distributing: income is paid out to holders as cash, usually a few times a year. It pays out semi-annual.

What is the ISIN of UD02?

The ISIN of UD02 is LU1215454460. An ISIN identifies one exact share class of a fund; UD02 is its ticker on the London Stock Exchange.

Similar funds

More European share funds, largest first. Size is a fact, not a verdict.

Sources and dates

Returns
TradingView reported returns (net asset value with income reinvested where available)
Inflation
ONS CPIH, latest month published
Identity
FCA Financial Instruments Reference Data System (FIRDS) and the issuer
Fund size
TradingView, converted to pounds at the latest ECB reference rate

Methodology:Data sourcesReturnsCategoriesAll methods

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