Amundi
PE500.PA
FR0013412285
Amundi PEA S&P 500 Screened UCITS ETF - Acc
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About this ETF

The Amundi PEA S&P 500 Screened UCITS ETF Acc seeks to track the S&P 500 Scored & Screened+ index. The S&P 500 Scored & Screened+ index tracks the largest US companies. The stocks included are filtered according to ESG criteria (environmental, social and corporate governance). The sector allocation of the index is aligned to the sector allocation of the S&P 500.

TER
0.25%

Total Expense Ratio per year

Fund Size
€1.34B

Assets under management

Holdings
70

Underlying equities

Dividend Yield
0%

-

Fundamentals & Estimates

Weighted valuation multiples and analyst forecasts

Valuation Multiples
Weighted P/E
21.45
Weighted Fwd P/E
15.13
💰 Revenue Estimates
Current Year CY
+13.76% ⌀ 22 Analysts Coverage
Next Year NY
+12.85% ⌀ 22 Analysts Coverage
📈 EPS Estimates (Earnings Per Share)
Current Year CY
+39.2% ⌀ 19 Analysts Coverage
Next Year NY
+25.11% ⌀ 20 Analysts Coverage

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ETF Profile
Provider
Amundi
Amundi
Fund Type
ETF
Inception Date
-
Index Group
S&P 500
Region
-
Country
-
Sector
-
Strategy
-
Theme
-
Distribution Policy
-
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
15.2% p.a.
Max Drawdown (5Y)
-23.7%
Sharpe Ratio (5Y)
0.74
Beta Factor
0.96
Notes & Warnings
Fund Volume (AUM) 🟢 Established large fund (> 500M € AUM)
🟡 Moderate analyst coverage (19.1 analysts)
⚠️ Elevated top 10 holdings concentration: 53% of fund in top 10 positions.
⚠️ Sector concentration: 32% in "Industrials".
⚠️ Elevated Regulatory & Policy Risk: 41% in heavily regulated industries (defense, regulated utilities, healthcare policy).
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