UBS MSCI World Socially Responsible UCITS ETF hGBP dis
UBS MSCI World Socially Responsible UCITS ETF hGBP dis is an exchange-traded fund (ETF) from UBS, traded under the ticker SRWG (ISIN IE00BK72HN04). It lets you buy a basket of holdings in a single trade, spreading your money across them rather than one company. 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. It follows the MSCI World index (passive investing): it tracks the market rather than relying on a manager, keeping running costs down, and its largest holdings include TESLA INC, MICROSOFT CORP and NVIDIA CORP. By geography it is weighted towards ~28.2% United States and ~3.2% Netherlands. Its heaviest sectors are ~22% Technology and ~4.5% Consumer Discretionary. Funds like this are commonly chosen by investors who want a regular cash income stream rather than reinvesting everything for growth. Its ongoing charge (TER) is 0.22% a year — about €22 a year on a €10,000 holding, taken automatically from the fund. It is a distributing share class — dividends are paid to you as cash rather than reinvested, and over the last year it paid out roughly 0.01% (its trailing yield). 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 GBP. Its price has swung about 13.3% over the past year, which describes how much its price tends to move rather than whether it is good. It launched in 2020. 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.)
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About this fund
The MSCI World index is the benchmark this fund aims to copy. By holding it, this fund gives you a stake in around 10 companies across Global in a single purchase.
The fund pays dividends out to you as cash, usually a few times a year. The fund actually buys every share in the index it tracks (full replication).
Fund facts
Performance
Compared with the average fund tracking the same index — our own data, not the licensed index itself.
Return, year by year
How bumpy has it been?
What's inside
The 10 biggest holdings make up 31.7% of the fund.
Top 10 holdings
| # | Company | Weight |
|---|---|---|
| 1 | TESLA INC | 4.8% |
| 2 | MICROSOFT CORP | 4.3% |
| 3 | NVIDIA CORP | 4.1% |
| 4 | ADVANCED MICRO DEVICES | 4.0% |
| 5 | ASML HOLDING NV | 3.3% |
| 6 | VISA INC-CLASS A SHARES | 2.7% |
| 7 | INTEL CORP | 2.4% |
| 8 | APPLIED MATERIALS INC | 2.1% |
| 9 | CATERPILLAR INC | 2.0% |
| 10 | LAM RESEARCH CORP | 2.0% |
Where to buy this fund
Where it trades
| Exchange | Ticker | Currency | |
|---|---|---|---|
| LSE | SRWG | GBP | ★ Primary |
| B3 | SRWGL | GBP | |
| B4 | SRWGGBX | GBP | |
| E1 | SRWGGBX | GBP | |
| EP | SRWGGBX | GBP | |
| EU | SRWGGBX | GBP | |
| EZ | SRWGGBX | GBP | |
| L3 | SRWGL | GBP | |
| London Stock Exchange | SRWG | GBP | |
| PO | SRWGL | GBP | |
| S2 | SRWGL | GBP | |
| X1 | SRWGGBX | GBP | |
| X2 | SRWGGBX | GBP | |
| XA | SRWGGBX | GBP | |
| XE | SRWGGBX | GBP | |
| XF | SRWGGBX | GBP | |
| XG | SRWGGBX | GBP | |
| XH | SRWGGBX | GBP | |
| XJ | SRWGGBX | GBP | |
| XL | SRWGGBX | GBP | |
| XO | SRWGGBX | GBP | |
| XQ | SRWGGBX | GBP | |
| XS | SRWGGBX | GBP | |
| XT | SRWGGBX | GBP | |
| XU | SRWGGBX | GBP | |
| XV | SRWGGBX | GBP | |
| XW | SRWGGBX | GBP | |
| XX | SRWGGBX | GBP | |
| XZ | SRWGGBX | GBP |
For serious comparison — full data holdings, percentiles, advanced risk, tilt, flows
How it ranks vs peers
Versus the Equity (stocks) · Global · Technology · GBP ETFs we track.
Advanced risk
Tilt vs a world tracker
Percentage points over / under a broad world-equity tracker (not a licensed benchmark).
Documents
Similar funds
We found 6 funds that do much the same job as this one. To pick them we matched this fund's asset class and region, then show how close each match is below.
| UBS MSCI World Socially Responsible UCITS ETF hGBP disUBSYou're viewing | iShares Core MSCI World UCITS ETFiSharesSame index | iShares Core MSCI World UCITS ETFiSharesSame index | iShares Core MSCI World UCITS ETFiSharesSame index | iShares Core MSCI World UCITS ETFiSharesSame index | State Street® SPDR® Portfolio Developed World ex-US ETFSPDRBroader match | iShares MSCI ACWI UCITS ETFiSharesBroader match | |
|---|---|---|---|---|---|---|---|
| Why it's similar | This is the fund on this page. | Same indexDistributingPhysical | Same indexDistributingPhysical | Same indexDistributingPhysicalCheaper fee | Same indexPhysicalCheaper fee | StocksPhysicalCheaper fee Tracks a different index in the same category. | StocksDistributingPhysicalCheaper fee Tracks a different index in the same category. |
| Index tracked | MSCI World | MSCI World | MSCI World | MSCI World | MSCI World | S&P Developed Ex-U.S. BMI Index | MSCI ACWI |
| Yearly fee (TER) | 0.22% | 0.30% | 0.30% | 0.20% | 0.20% | 0.03% | 0.20% |
| All-in cost | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
| Fund size | €2.9B | €172B | €146.9B | €128.5B | €128.5B | €35.6B | €30.8B |
| Domicile | Ireland | Ireland | Ireland | Ireland | Ireland | United States | Ireland |
| Replication | Physical (full) | Physical (full) | Physical (full) | Physical (full) | Physical (full) | Physical (full) | Physical (full) |
| 3-yr return p.a. | +15.3% | +18.7% | +17.8% | +19.4% | +16.1% | ||
| 5-yr return p.a. | +8.4% | +10.3% | +9.3% | +11.4% | +6.6% | ||
| # holdings | 10 | 1,356 | 1,356 | 1,356 | 1,356 | 2,469 | 1,738 |
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