Amundi
WELB.DE
IE0000ZVYDH0
Amundi MSCI ACWI SRI Climate Paris Aligned UCITS ETF DR - USD (A)
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About this ETF

The Amundi MSCI ACWI SRI Climate Paris Aligned UCITS ETF DR - USD seeks to track the MSCI ACWI SRI Filtered PAB index. The MSCI ACWI SRI Filtered PAB index tracks companies from developed and emerging countries worldwide. The index only considers companies with high Environmental, Social and Governance (ESG) ratings relative to their sector peers, to ensure the inclusion of the best of class companies from an ESG perspective. Companies that generate significant portions of their revenues in non-sustainable activities are excluded. In addition, EU directives on climate protection are taken into account.

TER
0.2%

Total Expense Ratio per year

Fund Size
€134.4M

Assets under management

Holdings
343

Underlying equities

Dividend Yield
0%

Accumulating

Fundamentals & Estimates

Weighted valuation multiples and analyst forecasts

Valuation Multiples
Weighted P/E
23.22
Weighted Fwd P/E
18.3
💰 Revenue Estimates
Current Year CY
+20.51% ⌀ 24 Analysts Coverage
Next Year NY
+15.99% ⌀ 24 Analysts Coverage
📈 EPS Estimates (Earnings Per Share)
Current Year CY
+27.09% ⌀ 23 Analysts Coverage
Next Year NY
+39.02% ⌀ 23 Analysts Coverage

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ETF Profile
Provider
Amundi
Amundi
Fund Type
ETF
Inception Date
07/21/2022 (4 yrs)
Index Group
MSCI ACWI
Region
World
Country
-
Sector
-
Theme
-
Distribution Policy
Accumulating
Replication
Full replication
Sustainable
Yes

🛡️ Risk & Structural Analysis

Multi-Factor Risk Model & Market Data

5/7 Elevated
89/100 High (Broad Diversification)
Diversification Score
89/100 High (Broad Diversification)
5Y Volatility
15.0% p.a.
Max Drawdown (5Y)
-17.9%
Sharpe Ratio (5Y)
0.77
Beta Factor
0.00
Notes & Warnings
Fund Volume (AUM) Solid fund volume
⚠️ Sector concentration: 38% in "Technology".
⚠️ Elevated Regulatory & Policy Risk: 36% in heavily regulated industries (defense, regulated utilities, healthcare policy).
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