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UBS Solactive China Technology UCITS ETF USD accIndex, costs, backtest, listings and taxation

ISIN: LU2265794276Issuer: UBS
Issuer-declared data
Declared index
Solactive China Technology (NTR)
TER
0.47%
Transaction costs
0.06% (issuer estimate, from the KID)
Management
Passive (index-tracking) (from the KID)
Income policy
SFDR
Article 6 — does not promote specific ESG characteristics what does it mean?
Fund assets
216.1 mln EUR
NAV
7.27 USD
Domicile
Luxembourg
Inception date
5 March 2021
Data as declared by UBS in the issuer’s official files and endpoints · collected on 2 September 2026 (monthly refresh). Facts only, no recommendation.
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Description

UBS Solactive China Technology UCITS ETF USD acc tracks the issuer-declared index: Solactive China Technology (NTR). The declared annual cost (TER) is 0.47%, plus 0.06% in transaction costs estimated by the issuer in the KID. Replication is full physical replication. The fund has assets of about 216 million euro, was launched on 5 March 2021 and is domiciled in Luxembourg.

The fund’s objective — in the issuer’s words

The Fund is passively managed and will take proportionate exposure on the components of the Solactive China Technology Index (Net Return) using a sampling strategy which invests in a representative sample of constituent stocks of the index selected by the investment manager using quantitative analytical models in a technique known as 'portfolio optimization'. The sub-fund can also make use of derivatives in particular where it may not be possible or practicable to replicate the index through direct investments or in order to generate efficiencies in gaining exposure to the index. There may also be instances where a sub-fund holds securities which are not comprised in its index if the portfolio manager of respective sub-fund believes this to be appropriate considering the sub-fund's investment objective and the investment restrictions or other factors. Exposure to the index through direct replication may be affected by rebalancing costs, while exposure to the index through derivatives may be affected by derivative trading costs. The use of OTC derivatives further engenders counterparty risk which is however mitigated by UBS (Lux) Fund Solutions collateral policy. The sub-fund will invest its net assets predominantly in shares, transferable securities, money market instruments, units of undertakings for collective investment, deposits with credit institutions, structured notes listed or dealt in on a regulated market and other assets eligible under the prospectus. The sub-fund may enter into securities lending transactions. Sustainability risks are not systematically integrated as they are not considered as part of the Index selection process. The return of the fund depends mainly on the performance of the tracked index. Fund income is not paid out, but instead will be reinvested.

Keep reading the KID section ▾

Intended retail investorThis fund applies to retail investors with a basic financial understanding, who can accept a possible loss on the investment amount. The fund is aimed at growing the investment value, while granting daily access to the capital under normal market conditions. With their investment in this fund, investors can satisfy long term investment needs. The fund is suited to be acquired by the target client segments without any restriction of the distribution channel or platform. Depositary State Street Bank International GmbH, Luxembourg Branch Further Information Information about UBS Solactive China Technology UCITS ETF and the available share classes, the full prospectus, and the latest annual and semi-annual reports, as well as additional information can be obtained free of charge from the fund management company, the central administrator, the custodian bank, the fund distributors or online at www.ubs.com/etf. Latest price can be found at www.ubs.com/etf

From the KID’s “Objectives” section · 5 August 2026 · original document ↓
Text generated from the data the issuer declares in official product lists. No recommendation.

Quick reads

  • TER 0.47%: above the median of equity ETFs we track (0.22%).
  • Average tracking difference over the last 3 years: -0.44% p.a., against a declared TER of 0.47%.
Comparisons computed by Rebalix on the declared data in our census; they describe the past and are not indicative of future results.

Official documents

Key Information Document (KID)PDF in English, from the issuer’s site — always the latest filed versionProspectusPDF in English, from the issuer’s site — the fund’s full legal documentFactsheetPDF in Italian, from the issuer’s site — the fund’s monthly snapshot
The KID is the document the law requires you to read before investing: 3 pages covering risks, costs and scenarios. The link opens the issuer’s published PDF.

Fund performance

issuer-declared net asset value (NAV) · USD · from Mar 2021 to Sept 2026
Compare with another ETF
Only funds we hold a history for. Three at a time, at most.
Return
-46.4%
Annualised
-10.7%
Volatility (ann.)
34.6%
Max drawdown
-68.50%
-68%-50%-31%-12%+6%Mar 2021Aug 2022Dec 2023May 2025Sept 2026The break-even line: the value at the start of the period. Above it you are in gain, below in loss.break-even (0%)-46%Mar 2021Sept 2026
Note — currency risk: the fund is denominated (or hedged) in USD and the chart is in USD. For a euro investor, returns also depend on the EUR/USD exchange rate, up or down.
Tip: drag across the chart to zoom into a period.

Drawdown — distance from previous peak

This isn’t the return: it shows how far the fund is below its previous peak. 0% = you’re at the peak; below zero = how much you’re down and haven’t recovered yet.
0%-20%-40%-60%-80%202120222023202420252026−68.50% · 24 Oct 2022
Max drawdown
-68.50%
peak → trough
Trough
24 Oct 2022
from the 11 Mar 2021 peak
Recovery time
not yet
recovery only: trough to break-even
Underwater
2,007 days
decline + recovery: peak to break-even · ≈ 5 years and 6 months · (ongoing)

The five worst falls in the period

From the peak ofTroughDepthBack to break-evenDays underwater
11 Mar 202124 Oct 2022-68.50%ongoing2,007
05 Mar 202108 Mar 2021-6.78%11 Mar 20216

Calendar-year returns

2021
-33.7%
2022
-31.9%
2023
-10.4%
2024
10.9%
2025
41.3%
2026
-15.4%

Month-by-month returns

JanFebMarAprMayJunJulAugSeptOctNovDecYear
20263.7-7.8-6.54.4-0.0-6.61.0-1.2-2.6-15.4
20253.619.50.5-3.23.25.44.97.713.6-8.5-5.8-2.641.3
2024-16.710.8-1.64.4-1.6-2.20.30.526.4-6.6-2.64.910.9
202315.5-12.75.0-8.6-8.07.014.1-9.0-4.4-3.93.1-4.4-10.4
2022-12.7-1.8-10.5-5.04.311.3-11.10.7-18.8-19.731.64.7-31.9
20211.0-0.96.2-19.5-2.6-6.05.2-6.0-8.4-33.7
From month-end NAVs, over the fund’s full history, on the series shown in the chart (dividends reinvested where declared). Deeper colour = larger move.
Source: UBS. Issuer-declared historical series; inflation: Eurostat and national statistical institutes, latest available July 2026 — for later days the index stays at the last published value (institutes publish with a few weeks’ lag). The «adjusted for inflation» view expresses value in today’s purchasing power for the selected country; volatility always stays nominal, as elsewhere on the site (deflating it would add artificial swings caused by the monthly cadence of the price index). Past performance is not indicative of future results: these are facts, not a recommendation.

Tracking difference — fund vs index

How much the fund returned above (+) or below (−) its index, year by year. It measures the actual deviation: the combined effect of costs (TER and transaction), securities-lending revenue and replication optimisations — which is why it can beat the TER. Tracking difference was positive in 0 of the last 4 calendar years: a past observation, not an indication of future outperformance.
Average TD (last 3 years)
-0.44% /anno
Declared TER
0.47%
YearFundIndexDifference
2025+41.34%+41.76%-0.42%
2024+10.85%+11.32%-0.47%
2023-10.43%-9.99%-0.44%
2022-31.86%-31.67%-0.19%
Total-return figures from issuer-declared series (primary source); complete calendar years. TD is not comparable across sites using different methodologies or index variants. Past performance is not indicative of future results. What is tracking difference? →

Risk indicators· EUR

Last yearLast 3 yearsLast 5 yearsFull history
Volatility (ann.)25.83%29.08%34.28%34.61%
Max drawdown-29.84%-29.84%-56.52%-64.24%
Sharpe-0.890.18-0.14-0.22
Sortino-1.190.25-0.20-0.32
Computed from the daily NAV series, always in nominal terms. Sharpe and Sortino use the ECB main refinancing rate averaged over the period (last year: 2.21%), weighted by days in force, as the risk-free rate. Same formulas as our public methodology: sample standard deviation annualised over 252 days; Sortino with downside deviation. Past performance is not indicative of future results. Figures in EUR — series converted day by day at ECB reference rates; the table follows the currency selected in the chart.

Portfolio holdings

Top-10 weight
61.1%

Top 10 holdings

ALIBABA GROUP HOLDING LTD
10.19%
TENCENT HOLDINGS LTD
10.00%
MEITUAN
8.80%
XIAOMI CORP
8.60%
NETEASE INC
6.29%
BYD CO LTD
6.02%
BAIDU INC-CLASS A
3.91%
Z.AI CO., LTD.
2.57%
WUXI BIOLOGICS CAYMAN INC
2.44%
INNOVENT BIOLOGICS INC
2.33%

Sectors

Beni di consumo
30.2%
Servizi di comunicazione
24.0%
Tecnologia dell'informazione
22.9%
Sanità
12.8%
Industriali
5.2%
Servizi Finanziari
0.6%
Top 10 holdings and breakdowns as declared by UBS in the fund factsheet, data as of 31 July 2026. Percentages may not sum to 100 due to cash, derivatives and rounding.
Fund historyFund-assets (AUM) chart year by year and monthly basket snapshots.Open the history →

Italian taxation

Effective rate on capital gains
26.00%
White-list share
0.00%
From the government-bond («white list») share certified by the issuer every semester: 12.5% on that portion, 26% on the rest.
Deep-dive into this fund’s taxation →

Where it shows up commission-free in Italy

According to the official lists published by the brokers (downloaded and cross-checked by us), these share classes of the fund appear tradable with zero fees:

LU2265794276(class: USD acc)
  • XTBzero (up to €100,000 monthly volume, unreachable for a retail plan); fractions available in plans
Full terms, traps and method in the observatory: Free savings plans and zero-commission ETFs: the broker survey

Official lists verified on 3 September 2026. We record published terms — this is neither an invitation to open accounts nor a recommendation: lists change, the broker’s documents prevail. Trade Republic, Scalable Capital and Trading 212 publish no per-ISIN lists and don’t appear here.

Stock exchange listings

ExchangeTickerTrading since
Borsa Italiana (ETFplus)CIT1 Apr 2021
Börse DüsseldorfUIC225 Mar 2021
Börse FrankfurtUIC219 Mar 2021
Börse HamburgUIC229 Mar 2021
Börse HannoverUIC29 Dec 2024
Börse München / gettexUIC219 Mar 2021
Börse StuttgartUIC214 Apr 2021
Tradegate ExchangeUIC210 May 2021
Xetra (Deutsche Börse)UIC219 Mar 2021
+ 19 more trading venues (MTFs and professional platforms).
Trading venues from the official ESMA register (FIRDS); per-exchange tickers from the issuer’s tax documents and official listings. A dash “—” = that venue does not publish the item (ticker, currency or start date) in the sources we read. The same fund may trade in different currencies depending on the exchange: check the trading currency with your broker. Non-EU listings (e.g. UK, Mexico) not included.

Frequently asked questions

Which index does UBS Solactive China Technology UCITS ETF USD acc track?
The issuer UBS declares the benchmark: Solactive China Technology (NTR).
How much does UBS Solactive China Technology UCITS ETF USD acc cost?
The issuer-declared TER is 0.47% per year; the transaction costs estimated in the KID are 0.06%.
How is UBS Solactive China Technology UCITS ETF USD acc taxed in Italy?
On sale, the capital gain is taxed at an effective 26.00% rate (white-list share 0.00%): 12.5% on the government-bond “white list” portion, 26% on the rest.
What is the fund size of UBS Solactive China Technology UCITS ETF USD acc?
The fund size declared by UBS is about 216 million euro.
When was UBS Solactive China Technology UCITS ETF USD acc launched?
The fund was launched on 5 March 2021: it has 5 years of history.
How does UBS Solactive China Technology UCITS ETF USD acc replicate its index?
It is a passively managed ETF: it follows the declared index. Physical (full replication) (issuer wording: “Fisica (Replica completa)”).
Does UBS Solactive China Technology UCITS ETF USD acc pay dividends?
No: it is an accumulating share class — income stays in the fund and is reinvested automatically (issuer wording: “Non”).
Where does UBS Solactive China Technology UCITS ETF USD acc trade?
Per the official ESMA register it trades on 9 main exchanges, including Borsa Italiana (ETFplus) (CIT), Börse Düsseldorf (UIC2), Börse Frankfurt (UIC2), Börse Hamburg (UIC2), Börse Hannover (UIC2), Börse München / gettex (UIC2).
What was UBS Solactive China Technology UCITS ETF USD acc's worst fall?
Over the available history (since 2021), the maximum drawdown was -68.50%, reached in October 2022. Past performance is not indicative of future results.
What is UBS Solactive China Technology UCITS ETF USD acc's tracking difference?
Over the last 3 complete calendar years the fund returned on average -0.44% per year versus its index (from issuer-declared series).
Transparency note
The data in this sheet is declared by UBS in the issuer’s official files and endpoints, collected by Rebalix with a monthly refresh; taxation derives from the issuer’s tax documents (Italian Law Decree 138/2011). This is factual information for informational purposes only: it is not financial or tax advice, nor an investment recommendation. Read the fund’s KID and prospectus before investing.