IE00B5MTXJ97
IE00B5MTXJ97
Invesco STOXX Europe 600 Optimised Insurance UCITS ETF Acc
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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
Amundi Core Stoxx Europe 600 UCITS ETF EUR Hedged Dist
163.72 EUR
TER 0.15% 1Y +8.5%
ETF Profile
Provider
Fund Type
ETF Type
Passive Inception Date
07/08/2009 (17 yrs)
Index Group
STOXX Europe 600 Region
Europe Country
-
Sector
Insurance Strategy
-
Theme
-
Distribution Policy
Accumulating Replication
Swap-based Unfunded Sustainable
No 🛡️ Risk & Structural Analysis
Multi-Factor Risk Model & Market Data
5/7 Elevated
Diversification Score: 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).