Amundi
CU2U.L
LU1681042948
Amundi PEA MSCI USA ESG Selection UCITS ETF - USD
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About this ETF

The Amundi PEA MSCI USA ESG Selection UCITS ETF USD seeks to track the MSCI USA ESG Selection P-Series 5% Issuer Capped index. The MSCI USA ESG Selection P-Series 5% Issuer Capped index tracks large- and mid-cap US-securities. Only companies with a high ESG (environmental, social and governance) rating, compared to their sector peers, are considered. The parent index is the MSCI USA. The maximum weight of a company is capped to 5%.

TER
0.35%

Total Expense Ratio per year

Fund Size
€749.35M

Assets under management

Holdings
55

Underlying equities

Dividend Yield
-

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
06/17/2010 (16 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
16.5% p.a.
Max Drawdown (5Y)
-25.4%
Sharpe Ratio (5Y)
0.54
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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