IE000R85HL30
IE000R85HL30
Amundi MSCI USA SRI Climate Paris Aligned UCITS ETF Acc
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About this ETF
The Amundi MSCI USA SRI Climate Paris Aligned UCITS ETF Acc seeks to track the MSCI USA SRI Filtered PAB index. The MSCI USA SRI Filtered PAB index tracks the US equity market performance considering only companies with high Environmental, Social and Governance (ESG) ratings relative to their sector peers, to ensure the inclusion of the best of class companies from an ESG perspective. Companies that generate significant portions of their revenues in non-sustainable activities are excluded. In addition, EU directives on climate protection are taken into account.
TER
0.18%
Total Expense Ratio per year
Fund Size
€621.89M
Assets under management
Holdings
58
Underlying equities
Dividend Yield
-
Accumulating
Fundamentals & Estimates
Weighted valuation multiples and analyst forecasts
Valuation Multiples
Weighted P/E
31.86
Weighted Fwd P/E
20.21
💰 Revenue Estimates
Current Year CY
+23.21% ⌀ 28 Analysts Coverage
Next Year NY
+17.92% ⌀ 28 Analysts Coverage
📈 EPS Estimates (Earnings Per Share)
Current Year CY
+25.21% ⌀ 27 Analysts Coverage
Next Year NY
+46.22% ⌀ 26 Analysts Coverage
Related ETFs
ETF Profile
Provider
Fund Type
ETF Type
Passive Inception Date
09/11/2018 (8 yrs)
Index Group
MSCI USA Region
-
Country
United States Sector
-
Strategy
Social / Environmental Theme
-
Distribution Policy
Accumulating Replication
Full replication Sustainable
Yes 🛡️ Risk & Structural Analysis
Multi-Factor Risk Model & Market Data
6/7 High
Diversification Score: 68/100 Moderate
Diversification Score
68/100 Moderate
5Y Volatility
20.4% p.a.
Max Drawdown (5Y)
-20.1%
Sharpe Ratio (5Y)
0.31
Notes & Warnings
Fund Volume (AUM) 🟢 Established large fund (> 500M € AUM)
⚠️ Elevated valuation: Avg P/E of 31.9
⚠️ Sector concentration: 45% in "Technology".
⚠️ Elevated Regulatory & Policy Risk: 39% in heavily regulated industries (defense, regulated utilities, healthcare policy).