IE00BKSBGS44
IE00BKSBGS44
Fidelity US Equity Research Enhanced UCITS ETF ACC-USD
Loading chart...
About this ETF
The ETF invests in US stocks. Securities are selected according to sustainability and fundamental criteria.
TER
0.2%
Total Expense Ratio per year
Fund Size
€1.64B
Assets under management
Holdings
346
Underlying equities
Dividend Yield
0%
Accumulating
Fundamentals & Estimates
Weighted valuation multiples and analyst forecasts
Valuation Multiples
Weighted P/E
24.91
Weighted Fwd P/E
18.1
💰 Revenue Estimates
Current Year CY
+26.74% ⌀ 33 Analysts Coverage
Next Year NY
+19.37% ⌀ 33 Analysts Coverage
📈 EPS Estimates (Earnings Per Share)
Current Year CY
+47.04% ⌀ 31 Analysts Coverage
Next Year NY
+28.36% ⌀ 32 Analysts Coverage
Related ETFs
Fidelity US Equity Research Enhanced UCITS ETF ACC-EUR (hedged)
5.6 EUR
TER 0.25%
ETF Profile
Provider
Fund Type
ETF Type
Actively Managed Inception Date
05/21/2020 (6 yrs)
Index Group
Fidelity US Equity Research Enhanced Region
-
Country
United States Sector
-
Strategy
Social / Environmental Theme
-
Distribution Policy
Accumulating Replication
Full replication 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
16.6% p.a.
Max Drawdown (5Y)
-25.9%
Sharpe Ratio (5Y)
0.66
Beta Factor
1.03
Notes & Warnings
Fund Volume (AUM) 🟢 Established large fund (> 500M € AUM)
⚠️ Sector concentration: 39% in "Technology".
ℹ️ Tech-Capex Exposure: 31% in semiconductors & hardware – dependent on hyperscaler capex cycles.
⚠️ Elevated Regulatory & Policy Risk: 41% in heavily regulated industries (defense, regulated utilities, healthcare policy).