Amundi
CU2.PA
LU1681042864
Amundi PEA MSCI USA ESG Selection UCITS ETF - EUR
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About this ETF

Der Amundi PEA MSCI USA ESG Selection UCITS ETF EUR bildet den MSCI USA ESG Selection P-Series 5% Issuer Capped Index nach. Der MSCI USA ESG Selection P-Series 5% Issuer Capped Index bietet Zugang zu großen und mittelgroßen Unternehmen aus den USA. Dabei werden lediglich Unternehmen berücksichtigt, die im Vergleich mit der Konkurrenz aus ihrem Sektor über ein hohes Rating in den Bereichen Umweltschutz, soziale Verantwortung und Unternehmensführung (ESG) verfügen. Ausgangsindex ist der MSCI USA Index. Das maximale Gewicht eines Unternehmens ist auf 5% begrenzt.

TER
0.35%

Total Expense Ratio per year

Fund Size
€749.35M

Assets under management

Holdings
55

Underlying equities

Dividend Yield
0%

Accumulating

Fundamentals & Estimates

Weighted valuation multiples and analyst forecasts

Valuation Multiples
Weighted P/E
22
Weighted Fwd P/E
15.59
💰 Revenue Estimates
Current Year CY
+14.17% ⌀ 21 Analysts Coverage
Next Year NY
+13.59% ⌀ 21 Analysts Coverage
📈 EPS Estimates (Earnings Per Share)
Current Year CY
+33.27% ⌀ 18 Analysts Coverage
Next Year NY
+41.33% ⌀ 19 Analysts Coverage

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ETF Profile
Provider
Amundi
Amundi
Fund Type
ETF
Inception Date
12/04/2008 (17 yrs)
Index Group
MSCI USA
Region
-
Sector
-
Theme
-
Distribution Policy
Accumulating
Sustainable
Yes

🛡️ Risk & Structural Analysis

Multi-Factor Risk Model & Market Data

5/7 Elevated
68/100 Moderate
Diversification Score
68/100 Moderate
5Y Volatility
15.6% p.a.
Max Drawdown (5Y)
-24.1%
Sharpe Ratio (5Y)
0.62
Beta Factor
1.08
Notes & Warnings
Fund Volume (AUM) 🟢 Established large fund (> 500M € AUM)
🟡 Moderate analyst coverage (18.4 analysts)
⚠️ Elevated top 10 holdings concentration: 54% of fund in top 10 positions.
⚠️ Elevated Interest Rate Sensitivity: 35% in rate-sensitive or leverage-heavy industries (real estate, banks, utilities).
⚠️ Elevated Regulatory & Policy Risk: 39% in heavily regulated industries (defense, regulated utilities, healthcare policy).
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