Der Finanzprodukt Blog

Morningstar hat dem UBS-ETF SMI nachträglich einen Kategorie-Award für den besten Aktienfonds für Schweizer Standardwerte vergeben. Sehr peinlich: Morningstar hatte falsch gerechnet und den Award erst dem CS ETF vergeben. Der schlaue Fuchs Thomas Merz hat dann wohl nachgerechnet, bzw. kennt diese beiden ETFs bekanntlich sehr gut.
Wir gratulieren nachträglich zum Award. Die CS darf den Award übrigens behalten; Wäre ja auch zu ulkig gewesen, wenn die CS den Award persönlich dem Thomas vorbeibringen hätte müssen.

Die UBS schreibt:

The UBS-ETF SMI® is the best equity fund for Swiss large cap stocks. This is the assessment of the fund research department of Morningstar, as it recently presented UBS ETFs with a Swiss Fund Award in the category Swiss Equity Large Cap. There was a delay in UBS receiving this award as Morningstar recently discovered an error in their calculation of the UBS-ETF SMI’s performance for 2012. This error resulted in the fund being misrepresented in Morningstar’s percentile ranking and another fund mistakenly being presented with the award. After analyzing the correct data relating to performance, risk, tracking error and securities practices, Morningstar has corrected this error. In 2012, the UBS-ETF SMI® for share class „A“ generated a return of 18.63% – the SMI itself returned 19.06%.

„We are very happy to receive the award,“ explained Thomas Merz, Head of UBS ETF Switzerland & Liechtenstein. „This ultimately shows that UBS does not only have the widest range of ETFs on Swiss underlyings, but that it also leads the field in terms of performance and tracking quality.“ With UBS ETFs, investors not only gain access to the blue-chip SMI®, but also to the SLI Swiss Leader Index, the broadly based SPI® index as well as the SMIM® and SPI® Mid Cap indexes, which replicate the performance of mid-cap companies. In addition, UBS also offers ETFs on Swiss bonds and Pfandbriefe (mortgage bonds), Swiss real estate equities and real estate funds, as well as precious metals, all of which physically replicate their benchmark index.

„We have focused specifically on achieving excellence in tracking quality for all of our ETFs across all asset classes,“ explained Merz. „This is especially the case for the share class “I” of our ETF range.“ This asset class, which is optimal for large investment volumes, offers superior tracking performance due to its low fund fees. This is also true for the in February launched UBS-ETF SMI® I, which with a total expense ratio of 0.20% p.a. is the most competitively priced ETF tracking the SMI.