UBS BBG MSCI US Liquid Corp 1-5 Sustainable UCITS ETF USD acc

What this fund is

UBS BBG MSCI US Liquid Corp 1-5 Sustainable UCITS ETF USD acc is an exchange-traded fund (ETF) from UBS, traded under the ticker CBS5 (ISIN LU2408467723). 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 passively tracks the BBG MSCI US Liquid Corp 1-5 index — mirroring that market instead of paying a manager to pick winners, which keeps costs low, and its largest holdings include AMAZON.COM INC 4.25%/26-130331, CRM 4.65 03/15/29 and NVDA 4 1/2 06/15/31. By geography it is weighted towards ~12.1% United States.

By industry it concentrates most in ~7.4% Technology and ~2.6% 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 0.15% a year — about €15 a year on a €10,000 holding, taken automatically from the fund. It is an accumulating share class: dividends are rolled straight back in, compounding your returns rather than landing in your account as cash. 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 USD.

Its price has swung about 1.3% over the past year, which describes how much its price tends to move rather than whether it is good. It launched in 2022. 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.)