assembling live data
CSPX–VUAA–IWDA–VWRA–VWRP–EIMI–CNDX–EQQQ–WSML–SXR8–EQQQ–CSPX–VUAA–IWDA–VWRA–VWRP–EIMI–CNDX–EQQQ–WSML–SXR8–EQQQ–
Ireland·EURO STOXX 50 ESG·Trades in EURiA live newsflow desk — the headlines moving a fund and its benchmark, shown next to the performance chart so you can see what drove a move without leaving the page. It is coming soon, once a licensed news feed is in place.
Ireland (IE)Answered from the same data and calculations used above.
No — UBS Euro Stoxx 50 ESG Ucits ETF (EUR) Accumulating (UET5) is an accumulating share class, so dividends received from its holdings are reinvested inside the fund instead of being paid out. You realise that income as capital growth when you sell, which in many jurisdictions defers the tax event rather than triggering one each distribution.
UBS Euro Stoxx 50 ESG Ucits ETF (EUR) Accumulating (UET5) is domiciled in Ireland (IE). A Ireland-domiciled UCITS fund receives US dividends at a 15% treaty withholding rate inside the fund, versus the 30% statutory rate on dividends paid directly to a non-resident (generally 25% for an Indian resident under the India-US treaty with a valid W-8BEN). The fund-level 15% is deducted before NAV and is not reclaimable by you. Its shares also sit outside US estate tax, which applies to US-situs assets above $60,000 for non-resident aliens.
UBS Euro Stoxx 50 ESG Ucits ETF (EUR) Accumulating (UET5) tracks the EURO STOXX 50 ESG. Any fund tracking the same index gives you materially the same exposure, so cost, size and share class are usually what separate the alternatives, not the strategy.
Over the measured window UET5 showed annualised volatility of about 17.4% and a worst peak-to-trough fall of 23.2%. Volatility describes the size of a typical swing; the drawdown is what actually happened at the worst moment, and it is the number worth checking you could have held through.
UET5 returned 95.0% in total over the trailing five years, measured in EUR. Past performance describes what the index did, not what it will do, and for an index tracker it is mostly a statement about the market rather than about the manager.