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LU0960403268

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Analysis and statistics

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About

LU0960403268.EUFUND refers to an exchange-traded fund (ETF), specifically the UBS ETF – MSCI EMU Socially Responsible UCITS ETF (EUR) A-dis. This fund aims to track the performance of the MSCI EMU Socially Responsible Index, which is comprised of companies from developed countries within the European Economic and Monetary Union (EMU) that have high environmental, social, and governance (ESG) ratings. The ETF is denominated in Euro (EUR) and distributes income to investors.
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Factors

Asset Allocation: LU0960403268's price reflects the underlying assets it holds. Changes in the value of those assets, like stocks, bonds, or real estate, directly impact the fund's Net Asset Value (NAV).

Market Conditions: Broader economic trends, investor sentiment, and overall market performance significantly influence the value of the fund's holdings. Bull markets generally increase prices, while bear markets decrease them.

Fund Flows: Large inflows of investments can temporarily inflate the price, while significant outflows can depress it, especially for smaller funds.

Management Fees & Expenses: Higher expense ratios can slightly reduce the fund's overall returns, indirectly impacting its price performance relative to similar funds with lower costs.

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