Amundi SA

ISIN FR0004125920

WKN A143DP

Market cap (in EUR)

14,137 m

Country

France

Sector

Finance

Dividend yield

6.20%

Overview

Quote

Description

Amundi SA engages in the provision of portfolio management services to corporate and individual clients. It offers strategic investment consulting, research, and risk analysis, and handles a variety of securities, including bonds, equities, pension funds, insurance, and real estate. The firm operates through the Client and Asset Classes segments. The Client segment includes retail and institutional customers. The Asset Classes segment offers investment products such as fixed income, diversified, equity, specialized, structured and treasury. The company was founded on November 6, 1978 and is headquartered in Paris, France.

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Finance Investment Services France

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Financials

Key metrics

Market capitalisation, EUR	14,137 m
EPS, EUR	-
P/B ratio	1.2
P/E ratio	8.4
Dividend yield	6.20%

Income statement (2024)

Revenue, EUR	6,428 m
Net income, EUR	1,305 m
Profit margin	20.31%

What ETF is Amundi SA in?

There are 226 ETFs which contain Amundi SA. All of these ETFs are listed in the table below. The ETF with the largest weighting of Amundi SA is the Invesco EURO STOXX High Dividend Low Volatility UCITS ETF.

ETF	Weight	Investment focus	Fund size (in m EUR)
iShares MSCI World Sector & Country Neutral Equal Weight UCITS ETF USD (Acc)	0.05%	Equity World Equal Weighted	9
iShares Core MSCI Europe UCITS ETF CHF Hedged (Acc)	0.04%	Equity Europe	27
UBS Core MSCI World UCITS ETF hCHF acc	0.00%	Equity World	664
Xtrackers Portfolio UCITS ETF 1C	0.00%	Equity World Multi-Asset Strategy	664
iShares Core MSCI Europe UCITS ETF EUR (Acc)	0.03%	Equity Europe	13,220
Invesco MSCI World Equal Weight UCITS ETF Acc	0.07%	Equity World Equal Weighted	669
iShares Moderate Portfolio UCITS ETF EUR (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	35
Amundi MSCI EMU ESG Broad Transition UCITS ETF Acc	0.06%	Equity Europe Social/Environmental Climate Change	979
UBS Core MSCI Europe UCITS ETF EUR dis	0.03%	Equity Europe	754
SPDR MSCI World Financials UCITS ETF	0.04%	Equity World Financials	291
Xtrackers MSCI World ex USA UCITS ETF 1C	0.02%	Equity World	3,699
iShares Moderate Portfolio UCITS ETF GBP Hedged (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	15
UBS Core MSCI World UCITS ETF USD dis	0.00%	Equity World	1,204
UBS MSCI World ex USA UCITS ETF USD acc	0.01%	Equity World	54
SPDR STOXX Europe 600 SRI UCITS ETF	0.07%	Equity Europe Social/Environmental	494
iShares STOXX Europe Equity Multifactor UCITS ETF EUR (Acc)	0.01%	Equity Europe Multi-Factor Strategy	552
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF USD Acc	0.09%	Equity World Equal Weighted	21
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.00%	Equity World Multi-Asset Strategy	34
iShares MSCI ACWI UCITS ETF USD (Dist)	0.01%	Equity World	0
iShares MSCI EMU ESG Enhanced CTB UCITS ETF EUR (Dist)	0.05%	Equity Europe Social/Environmental	561
UBS MSCI EMU Climate Paris Aligned UCITS ETF EUR acc	0.50%	Equity Europe Social/Environmental Climate Change	4
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.00%	Equity World Social/Environmental	61
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.00%	Equity World Social/Environmental	483
iShares MSCI Europe Paris-Aligned Climate UCITS ETF EUR (Acc)	0.04%	Equity Europe Social/Environmental Climate Change	74
Amundi MSCI Europe ESG Broad Transition UCITS ETF EUR Hedged Acc	0.03%	Equity Europe Social/Environmental Climate Change	67
Invesco MSCI Europe Equal Weight UCITS ETF Acc	0.25%	Equity Europe Equal Weighted	330
Amundi STOXX Europe 600 ESG UCITS ETF DR EUR (C)	0.05%	Equity Europe Social/Environmental	1,376
Amundi MSCI Europe UCITS ETF Acc	0.04%	Equity Europe	739
UBS Core MSCI EMU UCITS ETF hUSD acc	0.06%	Equity Europe	653
iShares MSCI EMU Screened UCITS ETF EUR (Dist)	0.07%	Equity Europe Social/Environmental	692
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing	0.00%	Equity World Multi-Asset Strategy	14
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Acc)	0.01%	Equity World Social/Environmental Climate Change	327
SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.00%	Equity World	64
iShares EURO STOXX UCITS ETF (DE)	0.06%	Equity Europe	2,693
iShares MSCI Europe Climate Transition Aware UCITS ETF EUR (Dist)	0.07%	Equity Europe Social/Environmental Climate Change	1
Xtrackers MSCI EMU UCITS ETF 4C	0.07%	Equity Europe	1
UBS MSCI ACWI Universal UCITS ETF USD dis	0.01%	Equity World Social/Environmental	1,893
AXA IM MSCI World Equity PAB UCITS ETF USD Acc	0.01%	Equity World Social/Environmental Climate Change	699
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.00%	Equity World Multi-Asset Strategy	187
iShares Core MSCI Europe UCITS ETF EUR (Dist)	0.04%	Equity Europe	10,012
UBS MSCI World Socially Responsible UCITS ETF USD acc	0.02%	Equity World Social/Environmental Climate Change	1,145
Vanguard ESG Developed Europe All Cap UCITS ETF (EUR) Accumulating	0.04%	Equity Europe Social/Environmental	145
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.01%	Equity World Dividend	6,226
Amundi MSCI EMU High Dividend UCITS ETF UCITS ETF Acc	0.56%	Equity Europe Dividend	232
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF EUR Acc	0.09%	Equity World Equal Weighted	29
Amundi Core MSCI EMU UCITS ETF Dist	0.06%	Equity Europe	666
iShares MSCI EMU UCITS ETF GBP Hedged (Dist)	0.07%	Equity Europe	714
HSBC MSCI World Climate Paris Aligned UCITS ETF	0.01%	Equity World Social/Environmental Climate Change	487
iShares MSCI Europe Quality Dividend Advanced UCITS ETF EUR (Acc)	0.37%	Equity Europe Dividend	2
iShares Core MSCI EMU UCITS ETF EUR (Dist)	0.07%	Equity Europe	424
iShares STOXX Europe 600 UCITS ETF (DE) EUR (Acc)	0.03%	Equity Europe	808
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.00%	Equity World Multi-Asset Strategy	855
iShares Growth Portfolio UCITS ETF GBP Hedged (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	21
Xtrackers MSCI EMU UCITS ETF 1D	0.07%	Equity Europe	2,090
iShares STOXX Europe 600 UCITS ETF (DE)	0.03%	Equity Europe	8,569
UBS MSCI World Socially Responsible UCITS ETF USD dis	0.02%	Equity World Social/Environmental Climate Change	3,967
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.01%	Equity World Dividend	1,345
Invesco MSCI World Universal Screened UCITS ETF Acc	0.01%	Equity World Social/Environmental	202
Amundi MSCI World Climate Paris Aligned UCITS ETF Acc	0.01%	Equity World Social/Environmental Climate Change	1,459
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.01%	Equity World Social/Environmental	51
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.01%	Equity World Social/Environmental	1,317
UBS MSCI World Socially Responsible UCITS ETF USD dis	0.02%	Equity World Social/Environmental Climate Change	306
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.00%	Equity World Multi-Asset Strategy	63
iShares MSCI EMU Paris-Aligned Climate UCITS ETF EUR (Dist)	0.38%	Equity Europe Social/Environmental Climate Change	616
iShares Core MSCI EMU UCITS ETF EUR (Acc)	0.07%	Equity Europe	5,573
iShares MSCI Europe Paris-Aligned Climate UCITS ETF EUR (Dist)	0.04%	Equity Europe Social/Environmental Climate Change	26
UBS MSCI World Socially Responsible UCITS ETF USD acc	0.02%	Equity World Social/Environmental Climate Change	1,566
iShares Conservative Portfolio UCITS ETF EUR (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	16
Franklin FTSE Developed World UCITS ETF USD Capitalisation	0.01%	Equity World	17
Amundi Core Stoxx Europe 600 UCITS ETF USD Hedged Acc	0.04%	Equity Europe	101
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.00%	Equity World	953
BNP Paribas Easy MSCI World Min TE UCITS ETF USD Acc	0.01%	Equity World Social/Environmental	114
Amundi Core MSCI World UCITS ETF Acc	0.00%	Equity World	8,682
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist)	0.02%	Equity World Financials Social/Environmental	538
iShares MSCI World Climate Transition Aware UCITS ETF USD (Acc)	0.01%	Equity World Social/Environmental Climate Change	6
UBS MSCI World ex USA Climate Paris Aligned UCITS ETF USD acc	0.02%	Equity World Social/Environmental Climate Change	18
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.00%	Equity World Multi-Asset Strategy	640
iShares Moderate Portfolio UCITS ETF USD Hedged (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	5
iShares MSCI EMU Paris-Aligned Climate UCITS ETF EUR (Acc)	0.38%	Equity Europe Social/Environmental Climate Change	1,191
UBS MSCI EMU Value UCITS ETF EUR dis	0.13%	Equity Europe Value	248
UBS MSCI Europe Climate Paris Aligned UCITS ETF EUR acc	0.08%	Equity Europe Social/Environmental Climate Change	6
UBS Core MSCI Europe UCITS ETF hEUR acc	0.03%	Equity Europe	112
iShares Core MSCI World UCITS ETF USD (Acc)	0.00%	Equity World	107,591
iShares MSCI EMU Climate Transition Aware UCITS ETF EUR (Dist)	0.11%	Equity Europe Social/Environmental Climate Change	0
iShares MSCI World Climate Transition Aware UCITS ETF USD (Dist)	0.01%	Equity World Social/Environmental Climate Change	2
UBS MSCI EMU Universal UCITS ETF EUR acc	0.08%	Equity Europe Social/Environmental Climate Change	188
iShares Growth Portfolio UCITS ETF EUR (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	70
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.00%	Equity World	18,590
UBS MSCI ACWI Socially Responsible UCITS ETF hCHF acc	0.02%	Equity World Social/Environmental Climate Change	457
SPDR MSCI All Country World UCITS ETF (Acc)	0.00%	Equity World	6,620
iShares Growth Portfolio UCITS ETF USD Hedged (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	1
Xtrackers World Equity Enhanced Active UCITS ETF 1C	0.06%	Equity World	106
UBS Core MSCI Europe UCITS ETF hCHF acc	0.03%	Equity Europe	85
UBS MSCI World ex Mega Cap UCITS ETF USD acc	0.01%	Equity World	5
Vanguard FTSE Developed Europe UCITS ETF Distributing	0.03%	Equity Europe	4,067
iShares MSCI World ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.00%	Equity World Social/Environmental	175
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist)	0.00%	Equity World Social/Environmental	937
Ossiam STOXX Europe 600 ESG Equal Weight NR UCITS ETF 1C (EUR)	0.20%	Equity Europe Equal Weighted	187
Invesco MSCI Europe Universal Screened UCITS ETF Acc	0.05%	Equity Europe Social/Environmental	158
Amundi Multi-Asset Portfolio Offensive UCITS ETF Dist	0.01%	Equity World Multi-Asset Strategy	35
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating	0.00%	Equity World Social/Environmental	700
Amundi MSCI Europe ESG Broad Transition UCITS ETF - EUR (D)	0.03%	Equity Europe Social/Environmental Climate Change	20
Xtrackers MSCI World Screened UCITS ETF 1C	0.01%	Equity World Social/Environmental	65
Amundi MSCI World Ex USA UCITS ETF Acc	0.02%	Equity World	394
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.00%	Equity World Multi-Asset Strategy	86
UBS Core MSCI World UCITS ETF USD acc	0.00%	Equity World	4,695
iShares Core MSCI World UCITS ETF USD (Dist)	0.00%	Equity World	397
WisdomTree Europe Equity Income UCITS ETF Acc	0.09%	Equity Europe Dividend	16
BNP Paribas Easy MSCI World UCITS ETF USD Acc	0.01%	Equity World	26
Amundi Multi-Asset Portfolio Defensive UCITS ETF Dist	0.00%	Equity World Multi-Asset Strategy	54
UBS MSCI EMU Socially Responsible UCITS ETF hUSD acc	0.27%	Equity Europe Social/Environmental Climate Change	9
UBS MSCI World UCITS ETF USD dis	0.01%	Equity World	1,333
Vanguard FTSE Developed World UCITS ETF Acc	0.00%	Equity World	4,695
WisdomTree Europe Equity Income UCITS ETF	0.09%	Equity Europe Dividend	89
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Acc	0.01%	Equity World Social/Environmental	456
iShares MSCI Europe Quality Dividend Advanced UCITS ETF EUR (Dist)	0.37%	Equity Europe Dividend	905
UBS Core MSCI EMU UCITS ETF EUR dis	0.06%	Equity Europe	1,510
SPDR MSCI All Country World Investable Market UCITS ETF (Acc)	0.01%	Equity World	3,858
BNP Paribas Easy MSCI EMU Min TE UCITS ETF	0.14%	Equity Europe Social/Environmental	965
UBS MSCI ACWI Socially Responsible UCITS ETF hCHF dis	0.02%	Equity World Social/Environmental Climate Change	29
Amundi MSCI World Catholic Principles UCITS ETF Acc	0.02%	Equity World Social/Environmental Catholic principles	80
SPDR MSCI World UCITS ETF	0.00%	Equity World	13,189
Vanguard FTSE Developed Europe ex UK UCITS ETF (EUR) Distributing	0.04%	Equity Europe	3,168
SPDR MSCI All Country World Investable Market UCITS ETF (Dist)	0.01%	Equity World	66
iShares MSCI EMU ESG Enhanced CTB UCITS ETF EUR (Acc)	0.05%	Equity Europe Social/Environmental	2,516
Vanguard FTSE Developed World UCITS ETF Distributing	0.00%	Equity World	3,506
iShares Core MSCI EMU UCITS ETF USD Hedged (Acc)	0.07%	Equity Europe	544
UBS MSCI ACWI Socially Responsible UCITS ETF USD acc	0.02%	Equity World Social/Environmental Climate Change	570
iShares MSCI EMU Screened UCITS ETF EUR (Acc)	0.07%	Equity Europe Social/Environmental	1,344
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.01%	Equity World Social/Environmental	636
iShares MSCI Europe Climate Transition Aware UCITS ETF EUR (Acc)	0.07%	Equity Europe Social/Environmental Climate Change	6
AXA IM MSCI World Equity PAB UCITS ETF USD Dist	0.01%	Equity World Social/Environmental Climate Change	1
Amundi Multi-Asset Portfolio UCITS ETF Dist	0.01%	Equity World Multi-Asset Strategy	221
BNP Paribas Easy MSCI World UCITS ETF EUR Acc	0.01%	Equity World	31
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.00%	Equity World Social/Environmental	4,731
UBS MSCI ACWI Socially Responsible UCITS ETF USD dis	0.02%	Equity World Social/Environmental Climate Change	30
iShares Conservative Portfolio UCITS ETF USD Hedged (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	0
UBS Core MSCI EMU UCITS ETF hCHF acc	0.06%	Equity Europe	611
iShares MSCI World Screened UCITS ETF USD (Dist)	0.00%	Equity World Social/Environmental	819
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Dist)	0.01%	Equity World Social/Environmental Climate Change	131
iShares MSCI Europe ex-UK GBP Hedged UCITS ETF	0.05%	Equity Europe	194
iShares Europe Equity Enhanced Active UCITS ETF EUR (Acc)	0.13%	Equity Europe Social/Environmental Multi-Asset Strategy	447
iShares MSCI World Mid-Cap Equal Weight UCITS ETF USD (Acc)	0.11%	Equity World Mid Cap	319
iShares MSCI World CHF Hedged UCITS ETF (Acc)	0.01%	Equity World	1,643
iShares MSCI World Screened UCITS ETF USD (Acc)	0.00%	Equity World Social/Environmental	4,414
iShares Ageing Population UCITS ETF	0.47%	Equity World Health Care Social/Environmental Ageing Population	536
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.01%	Equity World Social/Environmental	311
UBS MSCI ACWI Socially Responsible UCITS ETF hEUR acc	0.02%	Equity World Social/Environmental Climate Change	652
Xtrackers MSCI EMU UCITS ETF 3C CHF hedged	0.07%	Equity Europe	71
iShares Core MSCI Europe UCITS ETF EUR (Acc)	0.04%	Equity Europe	1,309
Amundi Core Stoxx Europe 600 UCITS ETF EUR Hedged Dist	0.04%	Equity Europe	43
iShares STOXX Europe Equity Multifactor UCITS ETF EUR (Dist)	0.01%	Equity Europe Multi-Factor Strategy	151
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.01%	Equity World Social/Environmental	105
HSBC MSCI Europe UCITS ETF EUR	0.04%	Equity Europe	311
iShares MSCI France UCITS ETF	0.21%	Equity France	210
Invesco MSCI Europe ESG Climate Paris Aligned UCITS ETF Acc	0.23%	Equity Europe Social/Environmental Climate Change	35
UBS MSCI ACWI Socially Responsible UCITS ETF hGBP dis	0.02%	Equity World Social/Environmental Climate Change	345
iShares MSCI World UCITS ETF (Dist)	0.00%	Equity World	7,468
Amundi MSCI EMU ESG Broad Transition UCITS ETF Dist	0.06%	Equity Europe Social/Environmental Climate Change	42
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.00%	Equity World	1,456
Xtrackers MSCI EMU UCITS ETF 1C - USD Hedged	0.07%	Equity Europe	281
Xtrackers Europe Equity Enhanced Active UCITS ETF 1C	0.36%	Equity Europe	48
UBS Core MSCI EMU UCITS ETF hGBP dis	0.06%	Equity Europe	67
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.00%	Equity World	25,806
iShares STOXX Europe 600 Financial Services UCITS ETF (DE)	0.83%	Equity Europe Financials	76
SPDR MSCI Europe Financials UCITS ETF	0.15%	Equity Europe Financials	666
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.01%	Equity World Multi-Factor Strategy	139
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Acc)	0.00%	Equity World Social/Environmental	4,477
AXA IM MSCI Europe Equity PAB UCITS ETF EUR Acc	0.09%	Equity Europe Social/Environmental Climate Change	118
Amundi Core MSCI EMU UCITS ETF Acc	0.06%	Equity Europe	282
Invesco FTSE RAFI Europe UCITS ETF Dist	0.05%	Equity Europe Fundamental/Quality	23
Xtrackers MSCI AC World Screened UCITS ETF 5C - USD Hedged	0.00%	Equity World Social/Environmental	1
UBS MSCI EMU Socially Responsible UCITS ETF hCHF acc	0.27%	Equity Europe Social/Environmental Climate Change	53
AXA IM MSCI World Equity PAB UCITS ETF EUR Hedged Acc	0.01%	Equity World Social/Environmental Climate Change	448
Amundi MSCI Europe ESG Broad Transition UCITS ETF - EUR (C)	0.03%	Equity Europe Social/Environmental Climate Change	2,256
BNP Paribas Easy MSCI Europe Min TE UCITS ETF	0.07%	Equity Europe Social/Environmental	2,833
iShares MSCI ACWI UCITS ETF USD (Acc)	0.01%	Equity World	20,831
iShares MSCI Europe Screened UCITS ETF EUR (Acc)	0.04%	Equity Europe Social/Environmental	4,486
Invesco EURO STOXX High Dividend Low Volatility UCITS ETF	2.21%	Equity Europe Dividend	260
SPDR MSCI EMU UCITS ETF	0.06%	Equity Europe	302
UBS MSCI ACWI Socially Responsible UCITS ETF hUSD acc	0.02%	Equity World Social/Environmental Climate Change	154
SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.00%	Equity World	938
UBS ETF (LU) MSCI EMU UCITS ETF (EUR) A-UKdis	0.06%	Equity Europe	112
iShares MSCI EMU Mid Cap UCITS ETF	0.41%	Equity Europe Mid Cap	396
Xtrackers MSCI Europe UCITS ETF 2C USD hedged	0.04%	Equity Europe	252
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.01%	Equity World Multi-Factor Strategy	755
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.01%	Equity World	4,662
iShares Edge MSCI Europe Size Factor UCITS ETF	0.38%	Equity Europe Mid Cap	30
iShares MSCI Europe ex-UK UCITS ETF	0.05%	Equity Europe	1,298
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.00%	Equity World Multi-Asset Strategy	84
iShares MSCI EMU Climate Transition Aware UCITS ETF EUR (Acc)	0.11%	Equity Europe Social/Environmental Climate Change	2
Xtrackers MSCI Europe UCITS ETF 1D	0.04%	Equity Europe	124
Xtrackers MSCI EMU Screened UCITS ETF 1D 1D	0.07%	Equity Europe Social/Environmental	11
UBS MSCI EMU Socially Responsible UCITS ETF EUR acc	0.27%	Equity Europe Social/Environmental Climate Change	408
iShares MSCI Europe ESG Enhanced CTB UCITS ETF EUR (Acc)	0.02%	Equity Europe Social/Environmental	1,659
Vanguard ESG Developed Europe All Cap UCITS ETF (EUR) Distributing	0.04%	Equity Europe Social/Environmental	30
UBS MSCI EMU Socially Responsible UCITS ETF EUR dis	0.27%	Equity Europe Social/Environmental Climate Change	758
Amundi MSCI EMU Value Factor UCITS ETF Dist	0.14%	Equity Europe Value	218
iShares Conservative Portfolio UCITS ETF GBP Hedged (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	2
UBS Core MSCI EMU UCITS ETF hUSD dis	0.06%	Equity Europe	16
Amundi MSCI World ESG Broad Transition UCITS ETF Acc	0.01%	Equity World Social/Environmental Climate Change	1,225
HSBC MSCI Europe Climate Paris Aligned UCITS ETF EUR Acc	0.08%	Equity Europe Social/Environmental Climate Change	34
UBS Core MSCI Europe UCITS ETF EUR acc	0.03%	Equity Europe	66
Franklin MSCI World Catholic Principles UCITS ETF USD Capitalisation	0.02%	Equity World Social/Environmental Catholic principles	148
Vanguard FTSE Developed Europe UCITS ETF (EUR) Accumulating	0.03%	Equity Europe	1,933
iShares MSCI Europe Screened UCITS ETF EUR (Dist)	0.04%	Equity Europe Social/Environmental	462
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.01%	Equity World Social/Environmental	1,176
iShares MSCI World Screened UCITS ETF GBP Hedged (Dist)	0.00%	Equity World Social/Environmental	77
iShares EURO STOXX Small UCITS ETF	1.31%	Equity Europe Small Cap	448
UBS MSCI EMU Socially Responsible UCITS ETF hCHF dis	0.27%	Equity Europe Social/Environmental Climate Change	26
Xtrackers MSCI Europe UCITS ETF 1C	0.04%	Equity Europe	6,636
Amundi STOXX Europe 600 ESG II UCITS ETF Dist	0.04%	Equity Europe Social/Environmental	308
Xtrackers MSCI EMU UCITS ETF 2C GBP hedged	0.07%	Equity Europe	25
Xtrackers MSCI World Financials UCITS ETF 1C	0.04%	Equity World Financials	2,431
SPDR MSCI Europe UCITS ETF	0.03%	Equity Europe	368
Amundi MSCI World Climate Paris Aligned Umweltzeichen UCITS ETF	0.00%	Equity World Social/Environmental Climate Change	98
iShares MSCI EMU USD Hedged UCITS ETF (Acc)	0.06%	Equity Europe	215
UBS MSCI World Socially Responsible UCITS ETF hCHF acc	0.02%	Equity World Social/Environmental Climate Change	222
UBS Core MSCI EMU UCITS ETF hGBP acc	0.06%	Equity Europe	32
iShares MSCI Europe ESG Enhanced CTB UCITS ETF EUR (Dist)	0.02%	Equity Europe Social/Environmental	4,097
iShares MSCI Europe Quality Dividend Advanced UCITS ETF GBP Hedged (Dist)	0.37%	Equity Europe Dividend	2
UBS Core MSCI EMU UCITS ETF EUR acc	0.06%	Equity Europe	3,302
iShares MSCI EMU CHF Hedged UCITS ETF (Acc)	0.06%	Equity Europe	141
Vanguard FTSE Developed Europe ex UK UCITS ETF (EUR) Accumulating	0.04%	Equity Europe	1,015
UBS MSCI EMU Value UCITS ETF EUR acc	0.13%	Equity Europe Value	71
iShares MSCI World ex-USA UCITS ETF USD (Acc)	0.02%	Equity World	1,079

Performance

Returns overview

YTD	+6.24%
1 month	+6.62%
3 months	+8.63%
6 months	-7.73%
1 year	+8.27%
3 years	+19.06%
5 years	-
Since inception (MAX)	-20.49%
2024	+4.87%
2023	+9.07%
2022	-30.17%
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).