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TER
0.35% p.a.
Distribution policy
Accumulating
Replication
Synthetic
Fund size
EUR 478 m
Inception Date
4 December 2008
Overview
Description
The Amundi PEA MSCI USA ESG Selection UCITS ETF - EUR seeks to track the MSCI USA ESG Selection P-Series 5% Issuer Capped index. The MSCI USA ESG Selection P-Series 5% Issuer Capped index tracks large- and mid-cap US-securities. Only companies with a high ESG (environmental, social and governance) rating, compared to their sector peers, are considered. The parent index is the MSCI USA. The maximum weight of a company is capped to 5%.
Chart
Basics
Data
| Index | MSCI USA ESG Selection P-Series 5% Issuer Capped |
| Investment focus | Equity, United States, Social/Environmental |
| Fund size | EUR 478 m |
| Total expense ratio | 0.35% p.a. |
| Replication | Synthetic (Unfunded swap) |
| Legal structure | ETF |
| Strategy risk | Long-only |
| Sustainability | Yes |
| Fund currency | EUR |
| Currency risk | Currency unhedged |
| Volatility 1 year (in EUR) | 19.39% |
| Inception/ Listing Date | 4 December 2008 |
| Distribution policy | Accumulating |
| Distribution frequency | - |
| Fund domicile | Luxembourg |
| Fund Provider | Amundi ETF |
| Fund Structure | Company With Variable Capital (SICAV) |
| UCITS compliance | Yes |
| Administrator | CACEIS Bank, Luxembourg Branch |
| Investment Advisor | |
| Custodian Bank | CACEIS BANK, Luxembourg branch |
| Revision Company | PWC |
| Fiscal Year End | 30 September |
| Swiss representative | CACEIS (Switzerland) SA |
| Swiss paying agent | Caceis Bank, Paris, Succursale de Nyon / Suisse |
| Germany | 30% tax rebate |
| Switzerland | ESTV Reporting |
| Austria | Tax Reporting Fund |
| UK | UK Reporting |
| Indextype | Total return index |
| Swap counterparty | Société Générale |
| Collateral manager | |
| Securities lending | No |
| Securities lending counterparty |
Similar ETFs
This section provides you with information on other ETFs with a similar investment focus to the Amundi PEA MSCI USA ESG Selection UCITS ETF - EUR.
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How do you like our ETF profile? Here you'll find our Questionnaire.
Performance
Returns overview
| YTD | +1.57% |
| 1 month | -0.30% |
| 3 months | +8.04% |
| 6 months | +12.33% |
| 1 year | -0.85% |
| 3 years | +49.11% |
| 5 years | +85.26% |
| Since inception (MAX) | +941.47% |
| 2024 | +27.01% |
| 2023 | +22.00% |
| 2022 | -14.56% |
| 2021 | +36.19% |
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%.
Risk overview
| Volatility 1 year | 19.39% |
| Volatility 3 years | 16.08% |
| Volatility 5 years | 17.43% |
| Return per risk 1 year | -0.04 |
| Return per risk 3 years | 0.89 |
| Return per risk 5 years | 0.75 |
| Maximum drawdown 1 year | -22.79% |
| Maximum drawdown 3 years | -22.79% |
| Maximum drawdown 5 years | -22.79% |
| Maximum drawdown since inception | -33.95% |
Rolling 1 year volatility
Stock exchange
Listings
| Listing | Trade Currency | Ticker | Bloomberg / iNAV Bloomberg Code | Reuters RIC / iNAV Reuters | Market Maker |
|---|---|---|---|---|---|
| gettex | EUR | ACU2 | - - | - - | - |
| Stuttgart Stock Exchange | EUR | ACU2 | - - | - - | - |
| Borsa Italiana | EUR | CU2 | CU2 IM INCU2 | CU2.MI INCU2INAV.PA | BNP Paribas Arbitrage |
| Borsa Italiana | EUR | - | CU2 IM INCU2 | CU2.MI INCU2=BNPP | BNP Paribas Arbitrage |
| Euronext Paris | EUR | CU2 | CU2 FP INCU2 | CU2.PA INCU2=BNPP | BNP Paribas Arbitrage |
| SIX Swiss Exchange | EUR | CU2E | CU2E SW INCU2 | CU2E.S INCU2=BNPP | BNP Paribas Arbitrage |
| XETRA | EUR | ACU2 | ACU2 GY INCU2 | ACU2.DE INCU2=BNPP | BNP Paribas Arbitrage |
Further information
Further ETFs with similar investment focus
| Fund name | Fund Size in m € (AuM) | TER p.a. | Distribution | Replication |
|---|---|---|---|---|
| iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Dist) | 13,478 | 0.07% p.a. | Distributing | Full replication |
| iShares MSCI USA Screened UCITS ETF USD (Dist) | 1,336 | 0.07% p.a. | Distributing | Full replication |
| L&G US Equity UCITS ETF | 1,050 | 0.05% p.a. | Accumulating | Full replication |
| UBS MSCI USA Socially Responsible UCITS ETF USD dis | 819 | 0.22% p.a. | Distributing | Full replication |
| UBS S&P 500 Scored & Screened UCITS ETF USD dis | 541 | 0.10% p.a. | Distributing | Full replication |
Latest articles
Frequently asked questions
What is the name of CU2?
The name of CU2 is Amundi PEA MSCI USA ESG Selection UCITS ETF - EUR.
What is the ticker of Amundi PEA MSCI USA ESG Selection UCITS ETF - EUR?
The primary ticker of Amundi PEA MSCI USA ESG Selection UCITS ETF - EUR is CU2.
What is the ISIN of Amundi PEA MSCI USA ESG Selection UCITS ETF - EUR?
The ISIN of Amundi PEA MSCI USA ESG Selection UCITS ETF - EUR is LU1681042864.
What are the costs of Amundi PEA MSCI USA ESG Selection UCITS ETF - EUR?
The total expense ratio (TER) of Amundi PEA MSCI USA ESG Selection UCITS ETF - EUR amounts to 0.35% p.a.. These costs are withdrawn continuously from the fund assets and already included in the performance of the ETF. You don't have to pay them separately. Please have a look at our article for more information about the cost of ETFs.
Is Amundi PEA MSCI USA ESG Selection UCITS ETF - EUR paying dividends?
Amundi PEA MSCI USA ESG Selection UCITS ETF - EUR is an accumulating ETF. This means that dividends are not distributed to investors. Instead, dividends are reinvested in the fund on the ex-date, which leads to an increase of the ETF's share price.
What's the fund size of Amundi PEA MSCI USA ESG Selection UCITS ETF - EUR?
The fund size of Amundi PEA MSCI USA ESG Selection UCITS ETF - EUR is 478m Euro. See the following article for more information about the size of ETFs.
— Data provided by Trackinsight, etfinfo, Xignite Inc., gettex, FactSet and justETF GmbH. Quotes are either real-time (gettex) or 15 minutes delayed stock exchange quotes or NAVs (daily published by the fund provider). By default, ETF returns include dividend payments (if applicable). There is no warranty for completeness, accuracy and correctness for the displayed information.