Invesco
SC0Y.DE
IE00B5MTXJ97
Invesco STOXX Europe 600 Optimised Insurance UCITS ETF Acc
Loading chart...

About this ETF

Der Invesco European Insurance Sector UCITS ETF Acc bildet den STOXX® Europe 600 Optimised Insurance Index nach. Die STOXX® Europe 600 Optimised Insurance Index bietet Zugang zu einer Auswahl sehr liquider Titel aus dem europäischen Versicherungs-Sektor (ICB Klassifizierung; Supersektor).

TER
0.2%

Total Expense Ratio per year

Fund Size
€52.26M

Assets under management

Holdings
29

Underlying equities

Dividend Yield
0%

Accumulating

Fundamentals & Estimates

Weighted valuation multiples and analyst forecasts

Valuation Multiples
Weighted P/E
12.84
Weighted Fwd P/E
13.1
💰 Revenue Estimates
Current Year CY
+4.94% ⌀ 4 Analysts Coverage
Next Year NY
+3.86% ⌀ 5 Analysts Coverage
📈 EPS Estimates (Earnings Per Share)
Current Year CY
+7.96% ⌀ 10 Analysts Coverage
Next Year NY
+6.37% ⌀ 10 Analysts Coverage

Related ETFs

iShares
EXH5.DE • iShares
iShares STOXX Europe 600 Insurance UCITS ETF (DE)
52.51 EUR
TER 0.46% 1Y +4.7%
Amundi
INS.MI • Amundi
Amundi STOXX Europe 600 Insurance UCITS ETF Acc
93.89 EUR
TER 0.3% 1Y +8.3%
Amundi
EGV1.DE • Amundi
Amundi STOXX Europe 600 Insurance UCITS ETF Dist
108.46 EUR
TER 0.3% 1Y +3.9%
Amundi
STXH.DE • Amundi
Amundi Core Stoxx Europe 600 UCITS ETF EUR Hedged Dist
163.72 EUR
TER 0.15% 1Y +8.5%
Amundi
MEUD.PA • Amundi
Amundi Core Stoxx Europe 600 UCITS ETF Acc
311.8 EUR
TER 0.07% 1Y +12%
Amundi
MEUH.L • Amundi
Amundi Core Stoxx Europe 600 UCITS ETF USD Hedged Acc
26.79 USD
TER 0.09% 1Y +13.7%
iShares
EXSA.DE • iShares
iShares STOXX Europe 600 UCITS ETF (DE)
62.59 EUR
TER 0.2% 1Y +8.9%
iShares
EXIE.DE • iShares
iShares STOXX Europe 600 UCITS ETF (DE)
7.63 EUR
TER 0.2% 1Y +11.8%
ETF Profile
Provider
Invesco
Invesco
Fund Type
ETF
Inception Date
07/08/2009 (17 yrs)
Index Group
STOXX Europe 600
Region
Europe
Country
-
Strategy
-
Theme
-
Distribution Policy
Accumulating
Sustainable
No

🛡️ Risk & Structural Analysis

Multi-Factor Risk Model & Market Data

5/7 Elevated
10/100 Low (Concentration Risk)
Diversification Score
10/100 Low (Concentration Risk)
5Y Volatility
16.3% p.a.
Max Drawdown (5Y)
-18.9%
Sharpe Ratio (5Y)
0.78
Beta Factor
0.78
Notes & Warnings
Fund Volume (AUM) Solid fund volume
🟡 Moderate analyst coverage (9.6 analysts)
🔴 Extreme top 10 holdings concentration: 73% of fund in top 10 positions.
🔴 Severe sector concentration risk: 100% in "Financial Services".
🔴 Extreme industry concentration: 65% in "Insurance - Diversified".
⚠️ Elevated Interest Rate Sensitivity: 100% in rate-sensitive or leverage-heavy industries (real estate, banks, utilities).
⚠️ Elevated Regulatory & Policy Risk: 100% in heavily regulated industries (defense, regulated utilities, healthcare policy).
ende