MONETA Money Bank

ISIN CZ0008040318

WKN A2AHZ4

Market cap (in EUR)

4,089 m

Country

Czech Republic

Sector

Finance

Dividend yield

7.24%

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.

Show more Show less

Finance Banking International Banks Czech Republic

Chart

Financials

Key metrics

Market capitalisation, EUR	4,089 m
EPS, EUR	0.51
P/B ratio	3.1
P/E ratio	15.3
Dividend yield	7.24%

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 25 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 iShares MSCI EM ESG Enhanced CTB 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	867
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	1,970
iShares MSCI EM UCITS ETF (Dist)	0.02%	Equity Emerging Markets	6,335
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.00%	Equity World Multi-Asset Strategy	663
iShares MSCI EM SRI UCITS ETF USD (Dist)	0.09%	Equity Emerging Markets Social/Environmental	379
Vanguard ESG Emerging Markets All Cap UCITS ETF (USD) Distributing	0.03%	Equity Emerging Markets Social/Environmental	15
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.00%	Equity World	26,864
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.01%	Equity World Dividend	1,421
Vanguard FTSE Emerging Markets UCITS ETF (USD) Distributing	0.02%	Equity Emerging Markets	2,698
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.00%	Equity World Multi-Asset Strategy	34
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.00%	Equity World	18,720
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.00%	Equity World Multi-Asset Strategy	64
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.00%	Equity World Multi-Asset Strategy	186
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.01%	Equity World Social/Environmental	485
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.01%	Equity World Dividend	6,505
iShares MSCI EM IMI Screened UCITS ETF USD (Dist)	0.02%	Equity Emerging Markets Social/Environmental	1,165
iShares MSCI EM ESG Enhanced CTB UCITS ETF USD (Dist)	0.11%	Equity Emerging Markets Social/Environmental	917
Goldman Sachs ActiveBeta® Emerging Markets Equity UCITS ETF CLASS USD (Acc.)	0.06%	Equity Emerging Markets Multi-Factor Strategy	11
UBS MSCI EM Socially Responsible UCITS ETF USD acc	0.10%	Equity Emerging Markets Social/Environmental Climate Change	576
Vanguard FTSE Emerging Markets UCITS ETF (USD) Accumulating	0.02%	Equity Emerging Markets	1,382
Amundi Core MSCI Emerging Markets UCITS ETF EUR Dist	0.02%	Equity Emerging Markets	838
UBS MSCI EM Socially Responsible UCITS ETF USD dis	0.10%	Equity Emerging Markets Social/Environmental Climate Change	1,893
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.00%	Equity World Multi-Asset Strategy	87
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.00%	Equity World Multi-Asset Strategy	85

Performance

Returns overview

YTD	+0.63%
1 month	+4.04%
3 months	+13.33%
6 months	+36.82%
1 year	+61.41%
3 years	+151.26%
5 years	-
Since inception (MAX)	+173.63%
2025	+60.73%
2024	+31.03%
2023	+19.68%
2022	-

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).