Amundi
LYXIB.MC
FR0010251744
Amundi IBEX 35 UCITS ETF Dist
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About this ETF

The Amundi IBEX 35 UCITS ETF Dist seeks to track the IBEX 35 index. The IBEX 35 index tracks the 35 largest Spanish stocks.

TER
0.3%

Total Expense Ratio per year

Fund Size
€952.16M

Assets under management

Holdings
36

Underlying equities

Dividend Yield
1.24%

Distributing

Fundamentals & Estimates

Weighted valuation multiples and analyst forecasts

Valuation Multiples
Weighted P/E
14.33
Weighted Fwd P/E
13.09
💰 Revenue Estimates
Current Year CY
+6.35% ⌀ 16 Analysts Coverage
Next Year NY
+5.83% ⌀ 16 Analysts Coverage
📈 EPS Estimates (Earnings Per Share)
Current Year CY
+18.21% ⌀ 15 Analysts Coverage
Next Year NY
+14.12% ⌀ 16 Analysts Coverage

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ETF Profile
Provider
Amundi
 Amundi
Fund Type
ETF
Type
Passive
Inception Date
01/19/2006 (20 yrs)
Index Group
IBEX 35
Index
IBEX 35
Region
-
Country
Spain
Sector
-
Strategy
-
Theme
-
Distribution Policy
Distributing
Replication
Full replication
Sustainable
No

🛡️ Risk & Structural Analysis

Multi-Factor Risk Model & Market Data

5/7 Elevated
48/100 Moderate
Diversification Score
48/100 Moderate
5Y Volatility
17.0% p.a.
Max Drawdown (5Y)
-20.0%
Sharpe Ratio (5Y)
0.90
Beta Factor
0.98
Notes & Warnings
Fund Volume (AUM) 🟢 Established large fund (> 500M € AUM)
🟡 Moderate analyst coverage (15.2 analysts)
🔴 Extreme top 10 holdings concentration: 77% of fund in top 10 positions.
🔴 High single-country risk: 100% of portfolio in "Spain".
⚠️ Sector concentration: 43% in "Financial Services".
⚠️ Industry concentration: 33% in "Banks - Diversified".
🔴 Dominant Cyclicality: 72% in cyclical industries – higher drawdown risk in recessions.
⚠️ Elevated Interest Rate Sensitivity: 80% in rate-sensitive or leverage-heavy industries (real estate, banks, utilities).
⚠️ Elevated Regulatory & Policy Risk: 72% in heavily regulated industries (defense, regulated utilities, healthcare policy).
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