L&G
GERD.DE
IE0001UQQ933
L&G Gerd Kommer Multifactor Equity UCITS ETF
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About this ETF

The L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating seeks to track the Solactive Gerd Kommer Multifactor Equity index. The index tracks small, mid and large cap stocks from developed and emerging markets worldwide. Country weighting is based 50 per cent each on market capitalisation and country GDP. The weighting of individual stocks is based on several style factors: size, value, quality, investment and momentum. IPOs and stocks with a high involvement in securities lending are excluded. The stocks included in the index are filtered by minimum standards of ESG criteria (environmental, social and corporate governance).

TER
0.45%

Total Expense Ratio per year

Fund Size
€1.61B

Assets under management

Holdings
4,439

Underlying equities

Dividend Yield
-

Accumulating

Fundamentals & Estimates

Weighted valuation multiples and analyst forecasts

Valuation Multiples
Weighted P/E
11.16
Weighted Fwd P/E
14.18
💰 Revenue Estimates
Current Year CY
+19.86% ⌀ 20 Analysts Coverage
Next Year NY
+12.34% ⌀ 20 Analysts Coverage
📈 EPS Estimates (Earnings Per Share)
Current Year CY
+73.28% ⌀ 20 Analysts Coverage
Next Year NY
+25.99% ⌀ 20 Analysts Coverage

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ETF Profile
Provider
L&G
L&G
Fund Type
ETF
Inception Date
06/14/2023 (3 yrs)
Region
World
Country
-
Sector
-
Theme
-
Distribution Policy
Accumulating
Sustainable
Yes

🛡️ Risk & Structural Analysis

Multi-Factor Risk Model & Market Data

5/7 Elevated
92/100 High (Broad Diversification)
Diversification Score
92/100 High (Broad Diversification)
3Y Volatility
13.1% p.a.
Max Drawdown (3Y)
-19.2%
Sharpe Ratio (3Y)
1.16
Notes & Warnings
Fund Volume (AUM) 🟢 Established large fund (> 500M € AUM)
🟡 Moderate analyst coverage (19.5 analysts)
⚠️ Elevated Regulatory & Policy Risk: 49% in heavily regulated industries (defense, regulated utilities, healthcare policy).
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