Amundi
NRJ.PA
FR0010524777
Amundi MSCI New Energy UCITS ETF Dist
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About this ETF

The Amundi MSCI New Energy UCITS ETF Dist seeks to track the MSCI ACWI IMI New Energy Filtered index. The MSCI ACWI IMI New Energy Filtered index tracks companies worldwide which operate in the clean energy sector. The stocks included are filtered according to ESG criteria (environmental, social and corporate governance).

TER
0.6%

Total Expense Ratio per year

Fund Size
€1.17B

Assets under management

Holdings
96

Underlying equities

Dividend Yield
0.34%

Distributing

Fundamentals & Estimates

Weighted valuation multiples and analyst forecasts

Valuation Multiples
Weighted P/E
22.4
Weighted Fwd P/E
17.92
💰 Revenue Estimates
Current Year CY
+13.93% ⌀ 18 Analysts Coverage
Next Year NY
+10.25% ⌀ 19 Analysts Coverage
📈 EPS Estimates (Earnings Per Share)
Current Year CY
+92.51% ⌀ 16 Analysts Coverage
Next Year NY
+74.63% ⌀ 17 Analysts Coverage

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ETF Profile
Provider
Amundi
 Amundi
Fund Type
ETF
Type
Passive
Inception Date
10/10/2007 (19 yrs)
Index Group
MSCI ACWI IMI
Index
MSCI ACWI IMI New Energy Filtered
Region
World
Country
-
Sector
Utilities
Strategy
Social / Environmental
Theme
Clean_Energy
Distribution Policy
Distributing
Replication
Full replication
Sustainable
Yes

🛡️ Risk & Structural Analysis

Multi-Factor Risk Model & Market Data

7/7 Very High
62/100 Moderate
Diversification Score
62/100 Moderate
5Y Volatility
22.4% p.a.
Max Drawdown (5Y)
-55.8%
Sharpe Ratio (5Y)
-0.08
Beta Factor
1.59
Notes & Warnings
Fund Volume (AUM) 🟢 Established large fund (> 500M € AUM)
🟡 Moderate analyst coverage (15.5 analysts)
🔴 Extreme top 10 holdings concentration: 63% of fund in top 10 positions.
⚠️ Sector concentration: 41% in "Industrials".
⚠️ Sector concentration: 34% in "Utilities".
⚠️ Industry concentration: 30% in "Specialty Industrial Machinery".
⚠️ Elevated Economic Cyclicality: 52% in cyclical industries – more vulnerable to economic downturns.
⚠️ Elevated Interest Rate Sensitivity: 42% in rate-sensitive or leverage-heavy industries (real estate, banks, utilities).
⚠️ Elevated Regulatory & Policy Risk: 40% in heavily regulated industries (defense, regulated utilities, healthcare policy).
⚠️ Historical Stress Test: Maximum peak-to-trough drawdown of -55.8% in the extended horizon.
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