UBS BBG MSCI US Liquid Corp Sustainable UCITS ETF hGBP dis

What this fund is

UBS BBG MSCI US Liquid Corp Sustainable UCITS ETF hGBP dis is an exchange-traded fund (ETF) from UBS, traded under the ticker BSUS (ISIN LU1215461598). 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 across its target market. It passively tracks the BBG MSCI US Liquid Corp Sustainable index — mirroring that market instead of paying a manager to pick winners, which keeps costs low, and its largest holdings include AMAZON.COM INC 4.875%/26-130336, AMZN 5.8 03/13/56 and SALESFORCE INC 5.55%/26-150336. Its biggest country exposures are ~5% United States.

Its heaviest sectors are ~2.8% Technology and ~1.7% Consumer Discretionary. It is commonly used to tilt a portfolio towards one market, usually alongside broader, more global funds rather than on its own. Its ongoing charge (TER) is 0.16% a year — about €16 a year on a €10,000 holding, taken automatically from the fund. Income such as dividends is paid out to you as cash (a distributing share class), and over the last year it paid out roughly 0.05% (its trailing yield). It holds the underlying investments directly (physical replication); it is domiciled in Luxembourg and UCITS-regulated, a European standard built to protect everyday investors and trades in GBP.

Its price has swung about 5.6% over the past year — a gauge of how much the value moves, not a judgement of quality. It launched in 2015. As with any investment, its value can go down as well as up, and past performance is not a guide to future results. (Fund data sourced from UBS.)