UEF5 ETF Analysis: Emerging Markets Socially | XETRA

Global Emerging Markets Equity | XETRA, Germany | Market Cap: 2.679m EUR | 12M Return: 44.7% | Charts, Fundamentals & Technical Analysis

Emerging Market Equities, Sustainable Investments, Index Tracking
Total Rating 73
Safety 58
Buy Signal -0.09
Global Emerging Markets Equity
Category Rotation: -17.6
TER: 0.20%
AUM: 3.06B
Avg Turnover: 2.03M
Risk 3d forecast
Volatility20.5%
VaR 5th Pctl3.61%
VaR vs Median-2.26%
Reward TTM
Sharpe Ratio1.63
Rel. Str. IBD76.2
Rel. Str. Peer Group90
Character TTM
Beta0.859
Beta Downside0.714
Hurst Exponent0.410
Drawdowns 3y
Max DD20.41%
CAGR/Max DD1.10
CAGR/Mean DD8.40

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Seasonality 10.5 years of data

Jan +1.7% 28
Feb -1.3% 15
Mar +0.2% 2
Apr -1.4% 18
May -0.7% 22
Jun +1.9% 15
Jul +1.9% 36
Aug -0.2% 31
Sep -0.7% 9
Oct -0.8% 13
Nov +0.3% 8
Dec +0.6% 6

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: UEF5 Emerging Markets Socially

The UBS MSCI Emerging Markets Socially Responsible UCITS ETF (UEF5) tracks the performance of the MSCI Emerging Markets SRI Low Carbon Select 5% Issuer Capped Index. This fund provides exposure to large and mid-cap companies across 24 emerging market countries, specifically filtering for high Environmental, Social, and Governance (ESG) ratings and low carbon footprints. By excluding companies involved in controversial industries such as thermal coal, tobacco, and military weapons, the fund targets a sustainable investment profile within the developing world.

The ETF operates within the Global Emerging Markets Equity sector, which typically offers higher growth potential compared to developed markets but carries increased geopolitical and currency risk. The underlying business models in this index are frequently concentrated in the technology, financial, and consumer discretionary sectors, reflecting the shift in emerging economies from commodity-based exports to service and consumption-led growth. These firms often benefit from rising middle-class demographics and rapid digital adoption in regions like Emerging Asia and Latin America.

To better understand how these ESG factors impact long-term portfolio performance, consider reviewing the detailed metrics available on ValueRay.

Headlines to Watch Out For
  • ESG screening criteria limit exposure to high-growth but carbon-intensive emerging market sectors
  • Federal Reserve interest rate policy dictates capital flows into emerging market equities
  • China’s economic recovery pace determines performance of the underlying Morningstar EM index
  • US dollar strength creates currency headwinds for non-hedged emerging market asset valuations
  • Regulatory shifts in sustainable finance reporting impact fund demand from institutional investors
What is the price of UEF5 shares?

As of July 28, 2026, the stock is trading at EUR 19.47 with a total of 60,809 shares traded. Over the past week, the price has changed by -0.13%, over one month by -3.95%, over three months by +8.56% and over the past year by +44.69%.

Current recommended Stop Loss: 18.90 (which is 2.9% or 1.4 ATR below the current price).

Is UEF5 a buy, sell or hold?

Emerging Markets Socially has no consensus analysts rating.