IE000MJIXFE0
IE000MJIXFE0
Amundi MSCI North America ESG Broad Transition UCITS ETF Dist
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About this ETF
The Amundi MSCI North America ESG Broad Transition UCITS ETF Dist seeks to track the MSCI North America ESG Broad CTB Select index. The MSCI North America ESG Broad CTB Select index tracks stocks from developed North American countries (Canada and United States). Securities are selected and weighted according to sustainability criteria and EU directives on climate protection. The parent index is the MSCI North America.
TER
0.15%
Total Expense Ratio per year
Fund Size
€573.34M
Assets under management
Holdings
537
Underlying equities
Dividend Yield
0.76%
Distributing
Fundamentals & Estimates
Weighted valuation multiples and analyst forecasts
Valuation Multiples
Weighted P/E
24.62
Weighted Fwd P/E
18.37
💰 Revenue Estimates
Current Year CY
+25.01% ⌀ 31 Analysts Coverage
Next Year NY
+18.69% ⌀ 32 Analysts Coverage
📈 EPS Estimates (Earnings Per Share)
Current Year CY
+35.15% ⌀ 29 Analysts Coverage
Next Year NY
+29.64% ⌀ 30 Analysts Coverage
Related ETFs
Amundi MSCI North America ESG Broad Transition UCITS ETF Acc
185.95 EUR
TER 0.15% 1Y +18.7%
Xtrackers MSCI North America High Dividend Yield UCITS ETF 1C
62.5 EUR
TER 0.39% 1Y +18.3%
ETF Profile
Provider
Fund Type
ETF Type
Passive Inception Date
12/19/2017 (8 yrs)
Index Group
MSCI North America Region
North America Country
-
Sector
-
Strategy
Social / Environmental Theme
Climate_Change Distribution Policy
Distributing 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)
-24.4%
Sharpe Ratio (5Y)
0.55
Beta Factor
1.02
Notes & Warnings
Fund Volume (AUM) 🟢 Established large fund (> 500M € AUM)
⚠️ Sector concentration: 38% in "Technology".
⚠️ Elevated Regulatory & Policy Risk: 41% in heavily regulated industries (defense, regulated utilities, healthcare policy).