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Index | IBEX 35 Leverage (2x) |
Investment focus | Equity, Spain |
Fund size | EUR 39 m |
Total expense ratio | 0.40% p.a. |
Replication | Synthetic (Funded swap) |
Legal structure | ETF |
Strategy risk | Leverage |
Sustainability | No |
Fund currency | EUR |
Currency risk | Currency unhedged |
Volatility 1 year (in EUR) | 24.16% |
Inception/ Listing Date | 2 May 2011 |
Distribution policy | Accumulating |
Distribution frequency | - |
Fund domicile | France |
Fund Provider | Amundi ETF |
Fund Structure | Contractual Fund |
UCITS compliance | Yes |
Administrator | Société Générale S.A. |
Investment Advisor | |
Custodian Bank | Société Générale |
Revision Company | PWC |
Fiscal Year End | 31 October |
Swiss representative | Société Générale, Paris, Zweigniederlassung Zürich |
Swiss paying agent | Société Générale, Paris, Zweigniederlassung Zürich |
Tax data | Bundesanzeiger | |
Germany | Unknown | |
Switzerland | No ESTV Reporting | |
Austria | Tax Reporting Fund | |
UK | No UK Reporting |
Indextype | Total return index |
Swap counterparty | Société Générale |
Collateral manager | |
Securities lending | No |
Securities lending counterparty |
YTD | +23.50% |
1 month | +5.19% |
3 months | +28.39% |
6 months | +46.01% |
1 year | +49.11% |
3 years | +60.05% |
5 years | +46.75% |
Since inception (MAX) | +151.31% |
2023 | +52.76% |
2022 | -9.41% |
2021 | +18.12% |
2020 | -33.95% |
Volatility 1 year | 24.16% |
Volatility 3 years | 32.45% |
Volatility 5 years | 41.11% |
Return per risk 1 year | 2.03 |
Return per risk 3 years | 0.52 |
Return per risk 5 years | 0.19 |
Maximum drawdown 1 year | -16.21% |
Maximum drawdown 3 years | -37.64% |
Maximum drawdown 5 years | -65.26% |
Maximum drawdown since inception | -71.66% |
Listing | Trade Currency | Ticker | Bloomberg / iNAV Bloomberg Code | Reuters RIC / iNAV Reuters | Market Maker |
---|---|---|---|---|---|
Madrid Stock Exchange | EUR | IBEXA | IBEXA SM IBEXAIV | IBEXA.MC IBEXAINAV=SOLA | Societe Generale Corporate and Investment Banking |