LU1681042864
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
Related ETFs
ETF Profile
Provider
Fund Type
ETF Type
Passive Inception Date
12/04/2008 (17 yrs)
Index Group
MSCI USA Region
-
Country
United States Sector
-
Strategy
Social / Environmental Theme
-
Distribution Policy
Accumulating Replication
Swap-based Unfunded Sustainable
Yes 🛡️ Risk & Structural Analysis
Multi-Factor Risk Model & Market Data
5/7 Elevated
Diversification Score: 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).