# UBS MSCI World Small Cap Socially Responsible UCITS ETF USD (WSCR) **Page:** https://fundology.uk/fund/wscr · ISIN IE00BKSCBW67 ## 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 13/11/2026, WSCR (UBS MSCI World Small Cap Socially Responsible UCITS ETF USD, ISIN IE00BKSCBW67) closed at £9.27 on the London Stock Exchange. Its ongoing charge is 0.23% a year (about £23 on £10,000). Over the five years to 13/11/2026 its total return was +22.7%, or −4.2% after UK CPIH inflation. ## Summary UBS (Irl) ETF plc - UBS MSCI World Small Cap Socially Responsible UCITS ETF USD is an exchange-traded fund (ETF) from UBS, launched in 2021. It tracks the MSCI World Small Cap SRI Low Carbon Select 5% Issuer Capped Index — smaller companies in developed countries. You buy and sell it through a share-dealing account or platform during stock-market hours, like a share. Its ongoing charge is 0.23% a year — about £23 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. Latest close: **£9.27** (13/11/2026). ## Key facts | Fact | Value | |---|---| | Ticker (LSE) | WSCR | | ISIN | IE00BKSCBW67 | | Category | Sustainable & clean energy | | Type | ETF | | Provider | UBS | | Tracks | MSCI World Small Cap SRI Low Carbon Select 5% Issuer Capped Index | | Income | Distributing | | Ongoing charge | 0.23% a year (£23 per £10,000) | | Fund size | £60.3m | | Launched | 2021 | | Domicile | Ireland | | UK reporting fund status | Yes — on HMRC’s list of reporting funds (list of 02/11/2026); reporting fund since 19/08/2021 | ## Past returns (periods to 13/11/2026) After the fund's ongoing charges. "Income reinvested" is total return; "price only" leaves out income paid out. Real returns are after UK CPIH inflation. | Window | Return | After CPIH inflation | Measured as | |---|---|---|---| | 1 year | +14.48% | +10.42% | income reinvested | | 3 years | +47.40% | +33.18% | income reinvested | | 5 years | +22.68% | -4.24% | income reinvested | Returns: as reported (delayed data). Inflation: UK CPIH, latest month published. ## Calendar-year returns Calendar-year returns of UBS (Irl) ETF plc - UBS MSCI World Small Cap Socially Responsible UCITS ETF USD in pounds (price only, income paid out not included): 2022 −9.6%, 2023 +8.7%, 2024 +5.0%, 2025 +5.8%; 2026 to 13/11/2026 +12.1%. Returns of UBS (Irl) ETF plc - UBS MSCI World Small Cap Socially Responsible UCITS ETF USD in pounds (price only, income paid out not included) over the 12 months to 30/09/2026: +11.4%; to 30/09/2025: +5.9%; to 30/09/2024: +11.0%; to 30/09/2023: +3.4%; to 30/09/2022: −9.2%. | Year | Return | After CPIH inflation | Measured as | |---|---|---|---| | 2022 | -9.6% | -17.2% | Price | | 2023 | +8.7% | +4.3% | Price | | 2024 | +5.0% | +1.4% | Price | | 2025 | +5.8% | +2.1% | Price | | 2026 to 13/11/2026 | +12.1% | +8.5% | Price | ## Risk metrics | Window | Volatility | Max drawdown | |---|---|---| | 1 year | 11.97% | -8.90% | | 3 years | 13.74% | -19.33% | | 5 years | 14.92% | -19.76% | ## Largest fall Volatility of UBS (Irl) ETF plc - UBS MSCI World Small Cap Socially Responsible UCITS ETF USD in pounds, annualised from weekly returns to 13/11/2026: 12.0% over 1 year, 13.7% over 3 years, 14.9% over 5 years. Largest fall in the price of UBS (Irl) ETF plc - UBS MSCI World Small Cap Socially Responsible UCITS ETF USD since November 2021, in pounds: −19.3% from 29/11/2024 to 11/04/2025. The lowest 12-month return of UBS (Irl) ETF plc - UBS MSCI World Small Cap Socially Responsible UCITS ETF USD in pounds (price only, income paid out not included) since August 2021 was −11.9% (12 months to 04/11/2022); the highest was +30.3% (12 months to 17/04/2026). On 13/11/2026 the price of UBS (Irl) ETF plc - UBS MSCI World Small Cap Socially Responsible UCITS ETF USD was 0.1% below its highest weekly close since November 2021 (17/08/2026), in pounds. ## Charges compared with similar funds Ongoing charge of UBS (Irl) ETF plc - UBS MSCI World Small Cap Socially Responsible UCITS ETF USD 0.23% a year. Compared on 14/11/2026, 103 of the 177 other sustainable and clean-energy funds charge more, 5 the same and 69 less (share classes counted once). ## Charges & eligibility - Ongoing charges figure (OCF): **0.23%** per year (as of 13/11/2026) - Stocks and shares ISA eligible: usually (check with your platform) - SIPP eligible: usually (check with your provider) - ISA and SIPP mean the kind of product usually qualifies under HMRC rules. We do not check each platform’s list — each provider decides which funds it offers. Crypto ETNs have not qualified for a stocks and shares ISA since 06/04/2026, and overseas funds that are not UK-recognised UCITS, such as Swiss ETFs, do not usually qualify. ## Questions people ask **What is the ongoing charge of WSCR?** The ongoing charge of WSCR is 0.23% a year — about £23 a year on every £10,000 invested, taken from the fund’s value rather than billed to you. Platform and dealing fees are charged separately. Ongoing charge of UBS (Irl) ETF plc - UBS MSCI World Small Cap Socially Responsible UCITS ETF USD 0.23% a year. Compared on 14/11/2026, 103 of the 177 other sustainable and clean-energy funds charge more, 5 the same and 69 less (share classes counted once). **What does WSCR track?** WSCR tracks the MSCI World Small Cap SRI Low Carbon Select 5% Issuer Capped Index — smaller companies in developed countries. **Is WSCR accumulating or distributing?** WSCR 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 WSCR?** The ISIN of WSCR is IE00BKSCBW67. An ISIN identifies one exact share class of a fund; WSCR is its ticker on the London Stock Exchange. **What were WSCR’s returns in each of the last five years?** Calendar-year returns of WSCR in pounds (price only, income paid out not included): 2022 −9.6%, 2023 +8.7%, 2024 +5.0%, 2025 +5.8%; 2026 to 13/11/2026 +12.1%. Past performance is not a guide to future returns. **How has WSCR done after inflation?** Over the five years to 13/11/2026 WSCR’s total return was +22.7%, or −4.2% after UK CPIH inflation. Past performance is not a guide to future returns. --- We show information. We are not financial advisers, not authorised by the FCA, and never recommend specific investments. Capital at risk. Past performance is not a guide to future returns. The value of investments can fall as well as rise.