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WSRIC ETF · UBS MSCI World Socially Responsible UCITS ETF
Performance & flows
Historic performance and flows
| 1M | 3M | 1Y | 3Y | 5Y | MTD | QTD | YTD | ||
|---|---|---|---|---|---|---|---|---|---|
| Perf. | -5.77%  | -5.52% | +7.77% | +30.64% | +29.02% | +1.46% | +1.46% | -5.35% | |
| Flows |
Key fund info
Enterprise
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Risk profile
Historical risk/return profile
| 3M | 1Y | 3Y | 5Y | |
|---|---|---|---|---|
| Returns | -5.52% | +7.77% | +30.64% | +29.02% |
| Volatility | ||||
| Perf./Volatility | ||||
| Max drawdown |
Exposure
Sustainability
ESG Consensus® by Conser
Our partner Conser gathers the industry's consensus on the business practices of the underlying holdings. We have computed the following metrics about WSRIC ETF's sustainability, based on their methodology.
ESG Consensus® is based on the Final Sustainability Grade, which itself consists of 10 grades. Our partner Conser calculates the exact grade, based on market intelligence, using their proprietary ESG Consensus® methodology.
WSRIC’s has a Final Sustainability Grade of either B+, B, or B-.
Replication
Issuer
| AuM | ||
|---|---|---|
UETW | UBS Core MSCI World UCITS ETF | €7.1B |
AUUSI | UBS Gold ETF | €5.71B |
EMMUSC | UBS Core MSCI EM UCITS ETF | €5.53B |
EMUAA | UBS Core MSCI EMU UCITS ETF | €3.86B |
JPNA | UBS Core MSCI Japan UCITS ETF | €3.73B |
Frequently asked questions about WSRIC
What does UBS MSCI World Socially Responsible UCITS ETF, WSRIC, invest in?
WSRIC is a Passive ETF. This ETF provides exposure to Large and Mid-Cap Developed markets Equities.
Which benchmark or index does WSRIC replicate?
WSRIC tracks the MSCI World SRI Low Carbon Select 5% Issuer Capped Select Net Total Return Index - CHF Hedged, through a full replication replication method.
What is the Total Expense ratio (TER) of WSRIC?
WSRIC carries a total expense ratio (TER) of 0.22%, indicating the annual cost for holding the fund.
When was WSRIC launched?
WSRIC was introduced to the market on May 7, 2020. It trades on United Kingdom, among other exchanges
Who is the ETF issuer of WSRIC?
UBS MSCI World Socially Responsible UCITS ETF, WSRIC, is provided by UBS. Learn more about UBS here.
Does WSRIC have multiple share classes?
Yes, WSRIC is available in multiple share classes, which may differ by distribution policy (e.g., accumulating vs. distributing), currency or hedging. Explore the different share classes .
What is the current assets under management (AUM) of WSRIC?
WSRIC oversees €293M in assets as of April 1, 2026.
How has WSRIC performed lately?
Based on data from April 1, 2026, WSRIC returned -5.77% over the past month, -5.52% over the last three months and -5.35% year-to-date.
What are the latest inflows or outflows for WSRIC?
As of April 1, 2026, WSRIC recorded net flows of -€1.7M over the last month and +€67M year-to-date.
Does WSRIC distribute dividends?
WSRIC follows a capitalizing, meaning it reinvests income within the fund.
What are the main country or region exposures of WSRIC?
As of February 28, 2026, WSRIC has significant geographic allocations in USA, Japan and Canada.
In which sector or theme does WSRIC invest in?
As of February 28, 2026, WSRIC focuses largely on Information Technology, Financials and Consumer Discretionary.
How many securities does WSRIC hold and how diversified is it?
As of February 28, 2026, WSRIC holds 373 positions in its portfolio, with 31.70% of assets concentrated in its top 15 holdings.
What are the main positions in WSRIC?
As of February 28, 2026, WSRIC top three holdings include TESLA, NVIDIA and MICROSOFT-T.
What is the base currency of WSRIC?
The base currency of WSRIC is CHF.
Is WSRIC currency-hedged?
WSRIC is hedged, meaning it seeks to minimize the impact of currency fluctuations between its base currency and the currency of the underlying assets.
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