UBS Global Gender Equality UCITS ETF hUSD acc

What this fund is

UBS Global Gender Equality UCITS ETF hUSD acc is an exchange-traded fund (ETF) from UBS, traded under the ticker GENDEW (ISIN IE00BDR5GY45). In a single purchase you get a diversified basket of holdings rather than a stake in just one business. In plain terms it is about owning small slices of companies, so you share in their growth when they do well — and their falls when they don't, spread broadly across markets worldwide. Its largest holdings include STANDARD CHARTERED PLC, DOORDASH INC - A and WELLS FARGO & CO. Geographically it leans ~7.9% United States, ~2.5% Norway and ~1.5% United Kingdom.

By industry it concentrates most in ~9.1% Financials and ~1.5% Consumer Discretionary. Investors often use a broad fund like this as a long-term 'core' holding — a single building block that covers much of a global portfolio in one trade. Its ongoing charge (TER) is 0.23% a year — about €23 a year on a €10,000 holding, taken automatically from the fund. Income such as dividends is automatically reinvested inside the fund (an accumulating share class), so returns compound without you doing anything. It holds the underlying investments directly (physical replication); it is domiciled in Ireland and UCITS-regulated, a European standard built to protect everyday investors and trades in USD.

Its price has swung about 34.5% over the past year — a gauge of how much the value moves, not a judgement of quality. It launched in 2017. Like any investment, it can lose value as well as gain, and what it did before does not predict what it will do next. (Fund data sourced from UBS.)