Amundi
FINW.L
LU0533033071
Amundi MSCI World Financials UCITS ETF USD Acc
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About this ETF

The Amundi MSCI World Financials UCITS ETF USD Acc seeks to track the MSCI World Financials index. The MSCI World Financials index tracks the financial sector of the developed markets worldwide (GICS sector classification).

TER
0.3%

Total Expense Ratio per year

Fund Size
€1.01B

Assets under management

Holdings
144

Underlying equities

Dividend Yield
0%

Accumulating

Fundamentals & Estimates

Weighted valuation multiples and analyst forecasts

Valuation Multiples
Weighted P/E
21.37
Weighted Fwd P/E
16.73
💰 Revenue Estimates
Current Year CY
+23.32% ⌀ 33 Analysts Coverage
Next Year NY
+18.45% ⌀ 33 Analysts Coverage
📈 EPS Estimates (Earnings Per Share)
Current Year CY
+32.72% ⌀ 30 Analysts Coverage
Next Year NY
+19.43% ⌀ 31 Analysts Coverage

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ETF Profile
Provider
Amundi
Amundi
Fund Type
ETF
Inception Date
08/23/2010 (16 yrs)
Index Group
MSCI World
Region
World
Country
-
Strategy
-
Theme
-
Distribution Policy
Accumulating
Sustainable
No

🛡️ Risk & Structural Analysis

Multi-Factor Risk Model & Market Data

5/7 Elevated
79/100 High (Broad Diversification)
Diversification Score
79/100 High (Broad Diversification)
5Y Volatility
17.6% p.a.
Max Drawdown (5Y)
-27.3%
Sharpe Ratio (5Y)
0.54
Beta Factor
1.10
Notes & Warnings
Fund Volume (AUM) 🟢 Established large fund (> 500M € AUM)
⚠️ Elevated top 10 holdings concentration: 50% of fund in top 10 positions.
⚠️ Sector concentration: 40% in "Technology".
⚠️ Elevated Regulatory & Policy Risk: 35% in heavily regulated industries (defense, regulated utilities, healthcare policy).
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