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ETF sheet · Issuer-declared data

UBS BBG USD Treasury Ultra-Short UCITS ETF fhMXN accIndex, costs, backtest, listings and taxation

ISIN: LU3311860152Issuer: UBS
ETF launched on 19 August 2026 — page still filling up

What you see is what the issuer has declared so far. The rest comes with time, not by our choice: each row appears on its own as soon as the data exists.

Holdingsnot yet available in the issuer’s official sources. The fund was launched on 19 August 2026: we do not attribute to the ETF benchmark holdings, or those of other vehicles, dated before launch. Next check: 2 October
Tracking differenceafter the first full calendar year, from January 2028
Dividendsnot applicable: accumulating share class
History certified by financial statementswith the first semi-annual or annual issuer report that includes the fund
Issuer-declared data
TER
0.08%
Transaction costs
0.08% (issuer estimate, from the KID)
Management
Passive (index-tracking) (from the KID)
Income policy
NAV
175.74 MXN
Domicile
Luxembourg
Inception date
19 August 2026
Data as declared by UBS in the issuer’s official files and endpoints · collected on 2 September 2026 (monthly refresh). Facts only, no recommendation.
Fund historyOn its way: monthly basket snapshots and declared assets, from the first run after launch.Open the history →
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Description

UBS BBG USD Treasury Ultra-Short UCITS ETF fhMXN acc tracks the issuer-declared index: Bloomberg U.S. Treasury Bills: 0-6 Months (hedged MXN). The declared annual cost (TER) is 0.08%, plus 0.08% in transaction costs estimated by the issuer in the KID. The fund was launched on 19 August 2026 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 Bloomberg U.S. Treasury Bills: 0-6 Months Index (Total Return) either through direct investments in all or substantially all of the component securities and/or through the 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 bonds, 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 will not enter into any securities lending. 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 generating a substantial part of its yield through recurring income, while granting daily access to the capital under normal market conditions. With their investment in this fund, investors can satisfy short 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 BBG USD Treasury Ultra-Short 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 · 2 September 2026 · original document ↓
Text generated from the data the issuer declares in official product lists. No recommendation.

Official documents

Key Information Document (KID)PDF in English, from the issuer’s site — always the latest filed version
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) · MXN · from Aug 2026 to Sept 2026
Compare with another ETF
Only funds we hold a history for. Three at a time, at most.
Return
+0.3%
Volatility (ann.)
0.2%
Max drawdown
0.00%
-3%-1%+0%+2%+3%Aug 2026Aug 2026Aug 2026Sept 2026Sept 2026The break-even line: the value at the start of the period. Above it you are in gain, below in loss.break-even (0%)+0%
Note — currency risk: the fund is denominated (or hedged) in MXN and the chart is in MXN. For a euro investor, returns also depend on the EUR/MXN 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%-1%-2%-3%-4%20260.00% · 19 Aug 2026
Max drawdown
0.00%
peak → trough
Trough
19 Aug 2026
from the 19 Aug 2026 peak
Recovery time
0 days
recovery only: trough to break-even
Underwater
0 days
decline + recovery: peak to break-even · → recovered on 19 Aug 2026
Source: UBS. Issuer-declared historical series; inflation: Eurostat and national statistical institutes, latest available — — 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.

Index tracked

Bloomberg U.S. Treasury Bills: 0-6 Months (hedged MXN)
This fund belongs to the money market ETFs family: compare all census ETFs in this family →

Frequently asked questions

Which index does UBS BBG USD Treasury Ultra-Short UCITS ETF fhMXN acc track?
The issuer UBS declares the benchmark: Bloomberg U.S. Treasury Bills: 0-6 Months (hedged MXN).
How much does UBS BBG USD Treasury Ultra-Short UCITS ETF fhMXN acc cost?
The issuer-declared TER is 0.08% per year; the transaction costs estimated in the KID are 0.08%.
When was UBS BBG USD Treasury Ultra-Short UCITS ETF fhMXN acc launched?
The fund was launched on 19 August 2026: it has been trading for 22 days: the page fills up as the issuer publishes data.
How does UBS BBG USD Treasury Ultra-Short UCITS ETF fhMXN acc replicate its index?
It is a passively managed ETF: it follows the declared index. Physical (mixed: optimised/sampled) (issuer wording: “Physical + Optimized (equities) / sampled (bonds)”).
Does UBS BBG USD Treasury Ultra-Short UCITS ETF fhMXN acc pay dividends?
Issuer-declared income policy: “No”.
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.