MONETA Money Bank

ISIN CZ0008040318

WKN A2AHZ4

Market cap (in EUR)

3,919 m

Country

Czech Republic

Sector

Finance

Dividend yield

7.54%

Overview

Quote

Description

MONETA Money Bank, a.s. engages in the provision of financial products and services. It operates through the following segments: Commercial, Retail, and Treasury and Other. The Commercial segment includes individually and portfolio managed commercial loans, finance leases. The Retail segment is composed of consumer loans, mortgages, and auto financing, which include finance leases. The Treasury and Other segment focuses mainly in investment banking and equity investments and other areas that are not included in the other segments. The company was founded on June 9, 1998 and is headquartered in Prague 4, Czech Republic.

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Finance Banking International Banks Czech Republic

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Financials

Key metrics

Market capitalisation, EUR	3,919 m
EPS, EUR	0.51
P/B ratio	3.0
P/E ratio	14.6
Dividend yield	7.54%

Income statement (2024)

Revenue, EUR	1,070 m
Net income, EUR	231 m
Profit margin	21.62%

What ETF is MONETA Money Bank in?

There are 28 ETFs which contain MONETA Money Bank. All of these ETFs are listed in the table below. The ETF with the largest weighting of MONETA Money Bank is the L&G Emerging Markets Quality Dividends Equal Weight UCITS ETF USD Dist.

ETF	Weight	Investment focus	Fund size (in m EUR)
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.00%	Equity World Multi-Asset Strategy	860
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing	0.00%	Equity World Multi-Asset Strategy	14
UBS Core MSCI EM UCITS ETF USD dis	0.03%	Equity Emerging Markets	1,910
iShares MSCI EM UCITS ETF (Dist)	0.02%	Equity Emerging Markets	6,105
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.00%	Equity World Multi-Asset Strategy	647
iShares MSCI EM SRI UCITS ETF USD (Dist)	0.09%	Equity Emerging Markets Social/Environmental	373
Vanguard ESG Emerging Markets All Cap UCITS ETF (USD) Distributing	0.03%	Equity Emerging Markets Social/Environmental	13
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.00%	Equity World	26,098
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.01%	Equity World Multi-Factor Strategy	141
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.01%	Equity World Dividend	1,354
Vanguard FTSE Emerging Markets UCITS ETF (USD) Distributing	0.02%	Equity Emerging Markets	2,665
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.00%	Equity World Multi-Asset Strategy	33
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.00%	Equity World	18,707
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.00%	Equity World Multi-Asset Strategy	63
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.00%	Equity World Multi-Asset Strategy	187
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.01%	Equity World Social/Environmental	487
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.01%	Equity World Dividend	6,270
iShares MSCI EM IMI Screened UCITS ETF USD (Dist)	0.02%	Equity Emerging Markets Social/Environmental	1,087
iShares MSCI EM ESG Enhanced CTB UCITS ETF USD (Dist)	0.11%	Equity Emerging Markets Social/Environmental	921
Goldman Sachs ActiveBeta® Emerging Markets Equity UCITS ETF CLASS USD (Acc.)	0.06%	Equity Emerging Markets Multi-Factor Strategy	11
L&G Emerging Markets Quality Dividends Equal Weight UCITS ETF USD Dist	0.25%	Equity Emerging Markets Dividend	33
UBS MSCI EM Socially Responsible UCITS ETF USD acc	0.10%	Equity Emerging Markets Social/Environmental Climate Change	531
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.01%	Equity World Multi-Factor Strategy	756
Vanguard FTSE Emerging Markets UCITS ETF (USD) Accumulating	0.02%	Equity Emerging Markets	1,220
Amundi Core MSCI Emerging Markets UCITS ETF EUR Dist	0.02%	Equity Emerging Markets	835
UBS MSCI EM Socially Responsible UCITS ETF USD dis	0.10%	Equity Emerging Markets Social/Environmental Climate Change	1,810
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.00%	Equity World Multi-Asset Strategy	86
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.00%	Equity World Multi-Asset Strategy	84

Performance

Returns overview

YTD	+55.47%
1 month	+4.07%
3 months	+21.71%
6 months	+30.83%
1 year	+55.78%
3 years	-
5 years	-
Since inception (MAX)	+163.01%
2024	+31.03%
2023	+19.68%
2022	-
2021	-

Monthly returns in a heat map

Risk

Risk metrics in this section:

Volatility, annualised, measured for 1, 3 and 5 year periods. The annualised volatility reflects the degree of price fluctuations during a one year period. The higher the volatility, the more significantly the price of the asset (stock, ETF, etc.) has changed in the past. Assets with higher volatility are generally considered more risky. We calculate the volatility based on the data for the past 1, 3 and 5 years so that you can see if price fluctuations for the ETF became stronger or weaker over time.
Return per risk for 1, 3 and 5 year periods. This is the annualised (i.e. converted to a one year period) past return divided by the past annualised volatility. The metric puts the historical return of an asset in relation to its historical risk and gives you a retrospective indication of the degree of price fluctuation you had to bear with in order to obtain the return. We calculate this parameter for 1, 3 and 5 year periods to display its evolution over time.
Maximum drawdown for a period. This shows the worst possible loss an investor could have suffered during the respective period, by first buying and subsequently selling the asset at the least favourable prices. For example, if there was the following sequence of daily ETF prices: 10€, 5€, 12€, 20€, an investor would have suffered the worst loss by buying for 10€ and subsequently selling for 5€. Therefore in this case the maximum drawdown would be (5€ - 10€)/10€ = -50%.

ETF returns include dividend payments (if applicable).