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Upturn AI Summary
SPDR® MSCI ACWI Climate Paris Aligned ETF(NZAC)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for NZAC
11/13/2026: NZAC (3-star) is currently NOT-A-BUY. Pass it for now.
NZAC provides broad global equity exposure through a climate-conscious lens, specifically targeting companies aligned with Paris Agreement objectives. Its primary strength lies in its institutional-grade construction and rigorous climate filtering, which helps investors mitigate climate transition risks. It serves well as a core global equity holding for investors who want to exclude high-carbon sectors while maintaining a diversified, long-term investment strategy. The most important risks include sector concentration and the potential for relative underperformance during periods of energy sector strength. It is best suited for investors with a long-term time horizon who prioritize sustainable, thematic alignment over pure market-cap-weighted performance.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | While it captures long-term climate winners, the exclusion of heavy-carbon sectors may limit growth during energy bull cycles. |
| Momentum investor | Strong fit while signal remains positive | Momentum traders may find opportunities when climate policy tailwinds drive the valuation of green technology and transition leaders. |
| Value investor | Weak fit | The fund's climate filters often screen out traditional value stocks in the energy and materials sectors. |
| Dividend/Income investor | Mixed fit | While it holds stable global firms, the fund is not optimized for high yield, potentially excluding some traditional high-dividend sectors. |
| Low-risk investor | Mixed fit | Climate alignment may mitigate some long-term transition risk, but the fund remains fully exposed to global equity market volatility. |
Investor Profile
Ideal Investor Profile
Investors seeking to align their long-term equity portfolio with climate-transition goals while maintaining broad global diversification.
Suitability
Best suited for long-term passive investors who prioritize sustainability alongside core market exposure.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | As an equity fund, it is subject to the inherent price swings of global stock markets. |
| Market risk | Medium / high | Global equities are subject to economic, political, and systemic risks that can affect total portfolio value. |
| Concentration | Medium | The fund is diversified globally but avoids specific sectors, creating a tilt away from the broader market index. |
| Tracking/expense | Low | The fund's passive management is efficient, keeping tracking error and costs to a reasonable level. |
| Liquidity | Medium | Lower trading volume compared to massive index funds could lead to wider bid-ask spreads during market stress. |
| Business/sector quality | Medium | The focus on climate-aligned firms limits exposure to potentially high-earning but high-carbon industries. |
Sector & Industry Intelligence
This fund is not assigned to one sector.
Risk Analysis
Volatility
NZAC exhibits moderate volatility, generally tracking the broader MSCI ACWI but with lower beta during energy-heavy market rallies.
Market Risk
The primary risk is systemic equity risk, compounded by the sector concentration risk inherent in excluding carbon-intensive industries.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Geography | United States Equities | 62 | High exposure to U.S. markets provides stability and exposure to many large-cap technology and healthcare leaders. |
| Geography | Developed International Markets (Ex-US) | 30 | Diversification into Europe and Japan helps balance global economic exposure and currency risks. |
| Geography | Emerging Markets | 8 | Emerging market holdings offer growth potential, though they carry higher volatility and geopolitical risk. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 24.96% | Avg. Invested days 65 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 11/13/2026 |
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