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31 January 2025
Re: UBS (Irl) ETF Plc (the "Company")
UBS (Irl) ETF Plc - Factor MSCI USA Quality ESG UCITS ETF
UBS (Irl) ETF Plc - Factor MSCI USA Prime Value ESG UCITS ETF
UBS (Irl) ETF Plc - MSCI ACWI ESG Universal Low Carbon Select UCITS ETF
UBS (Irl) ETF Plc - MSCI World ESG Universal Low Carbon Select UCITS ETF
UBS (Irl) ETF Plc - MSCI USA ESG Universal Low Carbon Select UCITS ETF
UBS (Irl) ETF Plc - MSCI EMU ESG Universal Low Carbon Select UCITS ETF
UBS (Irl) ETF Plc - MSCI Japan ESG Universal Low Carbon Select UCITS ETF
UBS (Irl) ETF Plc - MSCI Australia ESG Universal Low Carbon Select UCITS ETF
UBS (Irl) ETF Plc - MSCI AC Asia (ex Japan) ESG Leaders Low Carbon Select UCITS ETF
UBS (Irl) ETF Plc - MSCI Canada ESG Universal Low Carbon Select UCITS ETF
UBS (Irl) ETF Plc - MSCI USA ESG Leaders UCITS ETF
UBS (Irl) ETF Plc - MSCI USA Small Cap ESG Leaders UCITS ETF
UBS (Irl) ETF Plc - MSCI World ESG Leaders UCITS ETF
UBS (Irl) ETF Plc - MSCI World Minimum Volatility ESG Leaders UCITS ETF
UBS (Irl) ETF Plc - MSCI USA Tech 125 ESG Universal UCITS ETF
UBS (Irl) ETF Plc - MSCI India ESG Universal Low Carbon Select UCITS ETF
UBS (Irl) ETF plc - S&P 500 ESG UCITS ETF (the "Funds")
- Notice to Shareholders
Dear Shareholder,
We are writing to you as a shareholder of the Company ("Shareholder") to inform you of the following upcoming changes to the Funds.
Capitalised terms used herein, unless otherwise defined, shall have the same meaning as given to them in the prospectus of the Company (the "Prospectus").
1. Index Renaming
The board of directors of the Company hereby informs you as a Shareholder of the Funds that the underlying indices of the Fund will be updated to the "New Index Names" as set out in the table below.
Current Index Name | New Index Name |
MSCI USA Quality ESG Low Carbon Select Index (Net Return) | MSCI USA Quality Advanced Target Select Index (Net Total Return) |
MSCI USA Prime Value ESG Low Carbon Select Index (Net Return) | MSCI USA Prime Value Advanced Target Select Index (Net Total Return) |
MSCI ACWI ESG Universal Low Carbon Select 5% Issuer Capped Index (Net Return) | MSCI ACWI Universal Low Carbon Select 5% Issuer Capped Index (Net Total Return) |
MSCI World ESG Universal Low Carbon Select 5% Issuer Capped Index (Net Return) | MSCI World Universal Low Carbon Select 5% Issuer Capped Index (Net Total Return) |
MSCI USA ESG Universal Low Carbon Select 5% Issuer Capped Index (Net Return) | MSCI USA Universal Low Carbon Select 5% Issuer Capped Index (Net Total Return). |
MSCI EMU ESG Universal Low Carbon Select 5% Issuer Capped Index (Net Return) | MSCI EMU Universal Low Carbon Select 5% Issuer Capped Index (Net Total Return). |
MSCI Japan ESG Universal Low Carbon Select 5% Issuer Capped Index (Net Index) | MSCI Japan Universal Low Carbon Select 5% Issuer Capped Index (Net Total Return) |
MSCI Australia ESG Universal Low Carbon Select 5% Issuer Capped Index (Net Return) | MSCI Australia Universal Low Carbon Select 5% Issuer Capped Index (Net Total Return) |
MSCI AC Asia ex Japan ESG Leaders Low Carbon Select 5% Issuer Capped Index (Net Return) | MSCI AC Asia ex Japan Selection Low Carbon Select 5% Issuer Capped Index (Net Total Return) |
MSCI Canada ESG Universal Low Carbon Select 5% Issuer Capped Index (Net Return) | MSCI Canada Universal Low Carbon Select 5% Issuer Capped Index (Net Total Return) |
MSCI USA ESG Leaders Index (Net Return) | MSCI USA Selection Index (Net Total Return) |
MSCI USA Small Cap ESG Leaders Index (Net Return) | MSCI USA Small Cap Selection Index (Net Total Return) |
MSCI World ESG Leaders Index (Net Return) | MSCI World Selection Index (Net Total Return) |
MSCI World ESG Leaders Minimum Volatility Index (Net Return) | MSCI World Selection Minimum Volatility Index (Net Total Return) |
MSCI USA Tech 125 ESG Universal Index (Net Return) | MSCI USA Tech 125 Universal Index (Net Total Return). |
MSCI India ESG Universal Low Carbon Select 5% Issuer Capped Index (Net Return) | MSCI India Universal Low Carbon Select 5% Issuer Capped Index (Net Total Return) |
S&P 500 ESG Index (Net Return) | S&P 500 Scored & Screened Index (Net Total Return) |
For Funds administrated by MSCI Limited, the changes will be implemented on 3 February 2025.
For the Fund administrated by S&P Dow Jones Indices LLC the changes will be implemented on 10 February 2025.
For the avoidance of doubt each Fund's investment objective, investment policy, risk profile and fees will remain unchanged.
2. Name Change
In addition, the name of the Funds will be updated to the "New Name" as set out in the table below to align with the respective New Index Names.
Current Name | New Name |
Factor MSCI USA Quality ESG UCITS ETF | Factor MSCI USA Quality Screened UCITS ETF |
Factor MSCI USA Prime Value ESG UCITS ETF | Factor MSCI USA Prime Value Screened UCITS ETF |
MSCI ACWI ESG Universal Low Carbon Select UCITS ETF | MSCI ACWI Universal UCITS ETF |
MSCI World ESG Universal Low Carbon Select UCITS ETF | MSCI World Universal UCITS ETF |
MSCI USA ESG Universal Low Carbon Select UCITS ETF | MSCI USA Universal UCITS ETF |
MSCI EMU ESG Universal Low Carbon Select UCITS ETF | MSCI EMU Universal UCITS ETF |
MSCI Japan ESG Universal Low Carbon Select UCITS ETF | MSCI Japan Universal UCITS ETF |
MSCI Australia ESG Universal Low Carbon Select UCITS ETF | MSCI Australia Universal UCITS ETF |
MSCI AC Asia (ex Japan) ESG Leaders Low Carbon Select UCITS ETF | MSCI AC Asia (ex Japan) Selection UCITS ETF |
MSCI Canada ESG Universal Low Carbon Select UCITS ETF | MSCI Canada Universal UCITS ETF |
MSCI USA ESG Leaders UCITS ETF | MSCI USA Selection UCITS ETF |
MSCI USA Small Cap ESG Leaders UCITS ETF | MSCI USA Small Cap Selection UCITS ETF |
MSCI World ESG Leaders UCITS ETF | MSCI World Selection UCITS ETF |
Factor MSCI World Minimum Volatility ESG Leaders UCITS ETF | Factor MSCI World Selection Minimum Volatility UCITS ETF |
MSCI USA Tech 125 ESG Universal UCITS ETF | MSCI USA Tech 125 Universal UCITS ETF |
MSCI India ESG Universal Low Carbon Select UCITS ETF | MSCI India Universal UCITS ETF |
S&P 500 ESG UCITS ETF | S&P 500 Scored & Screened UCITS ETF |
3. Rights of Shareholders and Procedural Aspects
The renaming of the Current Indices will enter into force on 3 February 2025 for funds administrated by MSCI Limited and 10 February 2025 for the Fund administrated by S&P Dow Jones Indices LLC.
Shareholders may contact the manager of the Company, UBS Fund Management (Ireland) Limited (the "Manager"), to obtain additional information on the intended change to the index.
The Prospectus, together with the updated supplement relating to the Fund, the updated Key Investor Information Documents (KIIDs) and PRIIPs Key Information Documents (KIDs) for the Fund, and the constitution of the Company will be available free of charge at the Company's registered office at 2nd Floor, 5 Earlsfort Terrace, Dublin 2, Ireland and online at www.ubs.com/etf, and/or free of charge from the local representatives in the countries where the Company is registered, including in Switzerland from UBS Fund Management (Switzerland) AG, Aeschenplatz 6, 40552 Basel, Switzerland, which acts as Swiss Representative, and UBS Switzerland AG, Bahnhofstrasse 45, CH-8090 Zurich, Switzerland, which acts as the Swiss Paying.
Yours faithfully
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Affected ETFs/Share Classes
Current ETF Name | New ETF Name | Share Class | ISIN | Current Index Name | New Index Name |
UBS (Irl) ETF plc - Factor MSCI USA Quality ESG UCITS ETF | UBS (Irl) ETF plc - Factor MSCI USA Quality Screened UCITS ETF | (USD) A-dis | IE00BX7RRJ27 | MSCI USA Quality ESG Low Carbon Select Index (Net Return) | MSCI USA Quality Advanced Target Select Index (Net Total Return) |
(hedged to CHF) A-acc | IE000S9T0WR9 | MSCI USA Quality ESG Low Carbon Select 100% Hedged to CHF Index (Net Return) | MSCI USA Quality Advanced Target Select 100% Hedged to CHF Index (Net Total Return) | ||
(hedged to EUR) A-acc | IE00BWT3KN65 | MSCI USA Quality ESG Low Carbon Select 100% Hedged to EUR Index (Net Return) | MSCI USA Quality Advanced Target Select 100% Hedged to EUR Index (Net Total Return) | ||
(hedged to GBP) A-dis | IE00BXDZNK39 | MSCI USA Quality ESG Low Carbon Select 100% Hedged to GBP Index (Net Return) | MSCI USA Quality Advanced Target Select 100% Hedged to GBP Index (Net Total Return) | ||
UBS (Irl) ETF plc - Factor MSCI USA Prime Value ESG UCITS ETF | UBS (Irl) ETF plc - Factor MSCI USA Prime Value Screened UCITS ETF | (USD) A-dis | IE00BX7RR706 | MSCI USA Prime Value ESG Low Carbon Select Index (Net Total Return) | MSCI USA Prime Value Advanced Target Select Index (Net Total Return) |
(hedged to EUR) A-acc | IE00BWT3KL42 | MSCI USA Prime Value ESG Low Carbon Select 100% Hedged to EUR Index (Net Return) | MSCI USA Prime Value Advanced Target Select 100% Hedged to EUR Index (Net Total Return) | ||
(hedged to GBP) A-dis | IE00BXDZNH00 | MSCI USA Prime Value ESG Low Carbon Select 100% Hedged to GBP Index (Net Return) | MSCI USA Prime Value Advanced Target Select 100% Hedged to GBP Index (Net Total Return) | ||
UBS (Irl) ETF plc - MSCI ACWI ESG Universal Low Carbon Select UCITS ETF | UBS (Irl) ETF plc - MSCI ACWI Universal UCITS ETF | (USD) A-dis | IE00BDQZMX67 | MSCI ACWI ESG Universal Low Carbon Select 5% Issuer Capped Index (Net Return) | MSCI ACWI Universal Low Carbon Select 5% Issuer Capped Index (Net Total Return) |
(hedged to CHF) A-acc | IE00BDQZN774 | MSCI ACWI ESG Universal Low Carbon Select 5% Issuer Capped with Developed Markets 100% Hedged to CHF Index (Net Return) | MSCI ACWI Universal Low Carbon Select 5% Issuer Capped with Developed Markets 100% Hedged to CHF Index (Net Total Return) | ||
(hedged to CHF) A-dis | IE00BDQZN667 | MSCI ACWI ESG Universal Low Carbon Select 5% Issuer Capped with Developed Markets 100% Hedged to CHF Index (Net Return) | MSCI ACWI Universal Low Carbon Select 5% Issuer Capped with Developed Markets 100% Hedged to CHF Index (Net Total Return) | ||
(hedged to EUR) A-acc | IE00BDQZN337 | MSCI ACWI ESG Universal Low Carbon Select 5% Issuer Capped with Developed Markets 100% Hedged to EUR Index (Net Return) | MSCI ACWI Universal Low Carbon Select 5% Issuer Capped with Developed Markets 100% Hedged to EUR Index (Net Total Return) | ||
(hedged to GBP) A-acc | IE00BDQZN550 | MSCI ACWI ESG Universal Low Carbon Select 5% Issuer Capped with Developed Markets 100% Hedged to GBP Index (Net Return) | MSCI ACWI Universal Low Carbon Select 5% Issuer Capped with Developed Markets 100% Hedged to GBP Index (Net Total Return) | ||
(hedged to JPY) A-acc | IE00BYVHJM24 | MSCI ACWI ESG Universal Low Carbon Select 5% Issuer Capped with Developed Markets 100% Hedged to JPY Index (Net Return) | MSCI ACWI Universal Low Carbon Select 5% Issuer Capped with Developed Markets 100% Hedged to JPY Index (Net Total Return) | ||
(hedged to USD) A-acc | IE00BDQZN113 | MSCI ACWI ESG Universal Low Carbon Select 5% Issuer Capped with Developed Markets 100% Hedged to USD Index (Net Return) | MSCI ACWI Universal Low Carbon Select 5% Issuer Capped with Developed Markets 100% Hedged to USD Index (Net Total Return) | ||
UBS (Irl) ETF plc - MSCI World ESG Universal Low Carbon Select UCITS ETF | UBS (Irl) ETF plc - MSCI World Universal UCITS ETF | not launched | | MSCI World ESG Universal Low Carbon Select 5% Issuer Capped Index (Net Return) | MSCI World Universal Low Carbon Select 5% Issuer Capped Index (Net Total Return) |
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Current ETF Name | New ETF Name | Share Class | ISIN | Current Index Name | New Index Name |
UBS (Irl) ETF plc - MSCI USA ESG Universal Low Carbon Select UCITS ETF | UBS (Irl) ETF plc - MSCI USA Universal UCITS ETF | (USD) A-acc | IE00BNC0M350 | MSCI USA ESG Universal Low Carbon Select 5% Issuer Capped Index (Net Return) | MSCI USA Universal Low Carbon Select 5% Issuer Capped Index (Net Total Return) |
UBS (Irl) ETF plc - MSCI EMU ESG Universal Low Carbon Select UCITS ETF | UBS (Irl) ETF plc - MSCI EMU Universal UCITS ETF | (EUR) A-acc | IE00BNC0M913 | MSCI EMU ESG Universal Low Carbon Select 5% Issuer Capped Index (Net Return) | MSCI EMU Universal Low Carbon Select 5% Issuer Capped Index (Net Total Return) |
UBS (Irl) ETF plc - MSCI Japan ESG Universal Low Carbon Select UCITS ETF | UBS (Irl) ETF plc - MSCI Japan Universal UCITS ETF | (JPY) A-acc | IE00BNC0MD55 | MSCI Japan ESG Universal Low Carbon Select 5% Issuer Capped Index (Net Index) | MSCI Japan Universal Low Carbon Select 5% Issuer Capped Index (Net Total Return) |
UBS (Irl) ETF plc - MSCI Australia ESG Universal Low Carbon Select UCITS ETF | UBS (Irl) ETF plc - MSCI Australia Universal UCITS ETF | (AUD) A-acc | IE000XN05VU8 | MSCI Australia ESG Universal Low Carbon Select 5% Issuer Capped Index (Net Return) | MSCI Australia Universal Low Carbon Select 5% Issuer Capped Index (Net Total Return) |
UBS (Irl) ETF plc - MSCI AC Asia (ex Japan) ESG Leaders Low Carbon Select UCITS ETF | UBS (Irl) ETF plc - MSCI AC Asia (ex Japan) Selection UCITS ETF | (USD) A-acc | IE0003VC1PW8 | MSCI AC Asia ex Japan ESG Leaders Low Carbon Select 5% Issuer Capped Index (Net Return) | MSCI AC Asia ex Japan Selection Low Carbon Select 5% Issuer Capped Index (Net Total Return) |
UBS (Irl) ETF plc - MSCI Canada ESG Universal Low Carbon Select UCITS ETF | UBS (Irl) ETF plc - MSCI Canada Universal UCITS ETF | (CAD) A-acc | IE0004YRJHW4 | MSCI Canada ESG Universal Low Carbon Select 5% Issuer Capped Index (Net Return) | MSCI Canada Universal Low Carbon Select 5% Issuer Capped Index (Net Total Return) |
UBS (Irl) ETF plc - MSCI USA ESG Leaders UCITS ETF | UBS (Irl) ETF plc - MSCI USA Selection UCITS ETF | (USD) A-acc | IE00063GNWK1 | MSCI USA ESG Leaders Index (Net Return) | MSCI USA Selection Index (Net Total Return) |
UBS (Irl) ETF plc - MSCI USA Small Cap ESG Leaders UCITS ETF | UBS (Irl) ETF plc - MSCI USA Small Cap Selection UCITS ETF | (USD) A-acc | IE000XFXBGR0 | MSCI USA Small Cap ESG Leaders Index (Net Total Return) | MSCI USA Small Cap Selection Index (Net Total Return) |
UBS (Irl) ETF plc - MSCI World ESG Leaders UCITS ETF | UBS (Irl) ETF plc - MSCI World Selection UCITS ETF | (USD) A-acc | IE000TG1LGI4 | MSCI World ESG Leaders Index (Net Total Return) | MSCI World Selection Index (Net Total Return) |
(hedged to CHF) A-acc | IE000F0DNOJ1 | MSCI World ESG Leaders 100% Hedged to CHF Index (Net Return) | MSCI World Selection 100% Hedged to CHF Index (Net Total Return) | ||
(hedged to EUR) A-acc | IE0009W21NT4 | MSCI World ESG Leaders 100% Hedged to EUR Index (Net Return) | MSCI World Selection 100% Hedged to EUR Index (Net Total Return) | ||
UBS (Irl) ETF plc - Factor MSCI World Minimum Volatility ESG Leaders UCITS ETF | UBS (Irl) ETF plc - Factor MSCI World Selection Minimum Volatility UCITS ETF | (USD) A-acc | IE000EJ2EHO7 | MSCI World ESG Leaders Minimum Volatility Index (Net Return) | MSCI World Selection Minimum Volatility Index (Net Total Return) |
UBS (Irl) ETF plc - MSCI USA Tech 125 ESG Universal UCITS ETF | UBS (Irl) ETF plc - MSCI USA Tech 125 Universal UCITS ETF | (USD) A-acc | IE0003B4BV34 | MSCI USA Tech 125 ESG Universal Index (Net Return) | MSCI USA Tech 125 Universal Index (Net Total Return) |
UBS (Irl) ETF plc - MSCI India ESG Universal Low Carbon Select UCITS ETF | UBS (Irl) ETF plc - MSCI India Universal UCITS ETF | (USD) A-dis | IE000MZFIJ99 | MSCI India ESG Universal Low Carbon Select 5% Issuer Capped Index (Net Return) | MSCI India Universal Low Carbon Select 5% Issuer Capped Index (Net Total Return) |
UBS (Irl) ETF plc - S&P 500 ESG UCITS ETF | UBS (Irl) ETF plc - S&P 500 Scored & Screened UCITS ETF | (USD) A-acc | IE00BHXMHL11 | S&P 500 ESG Index (Net Return) | S&P 500 Scored & Screened Index (Net Total Return) |
(USD) A-dis | IE00BHXMHK04 | S&P 500 ESG Index (Net Return) | S&P 500 Scored & Screened Index (Net Total Return) | ||
(hedged to CHF) A-acc | IE00BHXMHN35 | S&P 500 ESG Hedged to CHF Index (Net Return) | S&P 500 Scored & Screened Hedged to CHF Index (Net Total Return) | ||
(hedged to EUR) A-acc | IE00BHXMHQ65 | S&P 500 ESG Hedged to EUR Index (Net Return) | S&P 500 Scored & Screened Hedged to EUR Index (Net Total Return) | ||
(hedged to GBP) A-dis | IE00BHXMHR72 | S&P 500 ESG Hedged to GBP Index (Net Return) | S&P 500 Scored & Screened Hedged to GBP Index (Net Total Return) |
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