IE000RJECXS5
IE000RJECXS5
Avantis Global Equity UCITS ETF
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About this ETF
The ETF invests in large, mid and small cap stocks from developed markets worldwide. The aim is to put a greater weighting on companies with low valuations and high profitability. By doing so, the ETF seeks to generate a higher return than the MSCI World IMI.
TER
0.22%
Total Expense Ratio per year
Fund Size
€600.29M
Assets under management
Holdings
4,236
Underlying equities
Dividend Yield
-
Accumulating
Fundamentals & Estimates
Weighted valuation multiples and analyst forecasts
Valuation Multiples
Weighted P/E
18.58
Weighted Fwd P/E
14.92
💰 Revenue Estimates
Current Year CY
+20.34% ⌀ 22 Analysts Coverage
Next Year NY
+17.12% ⌀ 22 Analysts Coverage
📈 EPS Estimates (Earnings Per Share)
Current Year CY
+43.98% ⌀ 21 Analysts Coverage
Next Year NY
+28.54% ⌀ 22 Analysts Coverage
Related ETFs
Invesco RAFI All-World Fundamental Value UCITS ETF Dist
3,079 GBp
TER 0.39% 1Y +21.7%
ETF Profile
Provider
Fund Type
ETF Type
Actively Managed Inception Date
09/25/2024 (2 yrs)
Index Group
Avantis Global Equity Index
Avantis Global Equity Region
World Country
-
Sector
-
Strategy
Value Theme
-
Distribution Policy
Accumulating Replication
Full replication Sustainable
No 🛡️ Risk & Structural Analysis
Multi-Factor Risk Model & Market Data
5/7 Elevated
Diversification Score: 92/100 High (Broad Diversification)
Diversification Score
92/100 High (Broad Diversification)
3Y Volatility
14.3% p.a.
Max Drawdown (3Y)
-21.6%
Sharpe Ratio (3Y)
0.95
Notes & Warnings
Fund Volume (AUM) 🟢 Established large fund (> 500M € AUM)
⚠️ Elevated Economic Cyclicality: 51% in cyclical industries – more vulnerable to economic downturns.
⚠️ Elevated Regulatory & Policy Risk: 46% in heavily regulated industries (defense, regulated utilities, healthcare policy).