UBS EURO STOXX 50 ESG UCITS ETF EUR dis

What this fund is

UBS EURO STOXX 50 ESG UCITS ETF EUR dis is an exchange-traded fund (ETF) from UBS, traded under the ticker E5ESG (ISIN LU1971906802). 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 across its target market. It follows the EURO STOXX 50 ESG index (passive investing): it tracks the market rather than relying on a manager, keeping running costs down, and its largest holdings include ASML HOLDING NV, SIEMENS AG-REG and BANCO SANTANDER SA. By geography it is weighted towards ~16.8% Germany, ~11.3% Spain and ~9.5% Netherlands.

By industry it concentrates most in ~15% Financials and ~13.5% Technology. 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 0.1% a year — about €10 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 2.79% (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 EUR.

Its price has swung about 16.9% over the past year — a gauge of how much the value moves, not a judgement of quality. It launched in 2019. 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.)