UBS MSCI World Small Cap Socially Responsible UCITS ETF USD acc

What this fund is

UBS MSCI World Small Cap Socially Responsible UCITS ETF USD acc is an exchange-traded fund (ETF) from UBS, traded under the ticker WSCSRI (ISIN IE00BKSCBX74). 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 passively tracks the MSCI World Small Cap index — mirroring that market instead of paying a manager to pick winners, which keeps costs low, and its largest holdings include US FOODS HOLDING CORP, ONTO INNOVATION INC and GUARDANT HEALTH INC. By geography it is weighted towards ~6.2% United States and ~0.6% Japan.

By industry it concentrates most in ~2% Technology and ~1.3% Industrials. 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 26.6% over the past year — a gauge of how much the value moves, not a judgement of quality. It launched in 2021. 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.)