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TER
0.18% p.a.
Distributiebeleid
Accumulating
Replicatie
Physical
Fondsgrootte
EUR 5 m
Startdatum
28 January 2025
Overzicht
Description
The Amundi Lifecycle 2039 UCITS ETF Acc seeks to track the FTSE Lifecycle 2039 Screened Select index. The FTSE Lifecycle 2039 Screened Select index tracks a portfolio of developed market equities, EUR denominated government bonds and EUR denominated corporate bonds. The weights of the different asset classes are adjusted over time with equities being weighted less and bonds more as the date specified in the index name approaches. After the target date has been reached, the index tracks a portfolio of short-term EUR denominated government bonds (time to maturity: max. 1 year). The securities included are filtered according to ESG criteria (environmental, social and corporate governance). Rating of the bonds included: investment grade.
Chart
Basics
Data
| Index | FTSE Lifecycle 2039 Screened Select |
| Investment focus | Equity, World, Social/Environmental |
| Fund size | EUR 5 m |
| Total expense ratio | 0.18% p.a. |
| Replication | Physical (Full replication) |
| Legal structure | ETF |
| Strategy risk | Long-only |
| Sustainability | Yes |
| Fund currency | EUR |
| Currency risk | Currency unhedged |
| Volatility 1 year (in EUR) | 8.28% |
| Inception/ Listing Date | 28 January 2025 |
| 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 | Unknown |
| Switzerland | No ESTV Reporting |
| Austria | Tax Reporting Fund |
| UK | UK Reporting |
| Indextype | Total return index |
| Swap counterparty | - |
| Collateral manager | |
| Securities lending | No |
| Securities lending counterparty |
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Performance
Returns overview
| YTD | +1.64% |
| 1 month | +1.64% |
| 3 months | +1.64% |
| 6 months | +6.90% |
| 1 year | +4.88% |
| 3 years | - |
| 5 years | - |
| Since inception (MAX) | +5.40% |
| 2025 | - |
| 2024 | - |
| 2023 | - |
| 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%.
Risk overview
| Volatility 1 year | 8.28% |
| Volatility 3 years | - |
| Volatility 5 years | - |
| Return per risk 1 year | 0.59 |
| Return per risk 3 years | - |
| Return per risk 5 years | - |
| Maximum drawdown 1 year | -11.94% |
| Maximum drawdown 3 years | - |
| Maximum drawdown 5 years | - |
| Maximum drawdown since inception | -11.94% |
Rolling 1 year volatility
Stock exchange
Listings
| Listing | Trade Currency | Ticker | Bloomberg / iNAV Bloomberg Code | Reuters RIC / iNAV Reuters | Market Maker |
|---|---|---|---|---|---|
| gettex | EUR | LC39 | - - | - - | - |
| Euronext Parijs | EUR | LC39 | LC39 FP LC39EUIV | LC39.PA ILC39EURINAV=SOLA | BNP Paribas Arbitrage |
| Xetra | EUR | LC39 | LC39 GY LC39EUIV | LC39.DE ILC39EURINAV=SOLA | BNP Paribas Arbitrage |
Meer informatie
Andere ETF met vergelijkbare beleggingsfocus
| Naam fonds | Fondsgrootte in €m (AuM) | TER p.j. | Distributie | Replicatiemethode |
|---|---|---|---|---|
| VanEck Multi-Asset Balanced Allocation UCITS ETF | 39 | 0,30% p.a. | Distribueren | Sampling |
| VanEck Multi-Asset Growth Allocation UCITS ETF | 32 | 0,32% p.a. | Distribueren | Sampling |
| VanEck Multi-Asset Conservative Allocation UCITS ETF | 20 | 0,28% p.a. | Distribueren | Sampling |
Latest articles
Veelgestelde vragen
What is the name of LC39?
The name of LC39 is Amundi Lifecycle 2039 UCITS ETF Acc.
What is the ticker of Amundi Lifecycle 2039 UCITS ETF Acc?
The primary ticker of Amundi Lifecycle 2039 UCITS ETF Acc is LC39.
What is the ISIN of Amundi Lifecycle 2039 UCITS ETF Acc?
The ISIN of Amundi Lifecycle 2039 UCITS ETF Acc is LU2872292243.
What are the costs of Amundi Lifecycle 2039 UCITS ETF Acc?
The total expense ratio (TER) of Amundi Lifecycle 2039 UCITS ETF Acc amounts to 0.18% 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 Lifecycle 2039 UCITS ETF Acc paying dividends?
Amundi Lifecycle 2039 UCITS ETF Acc 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 Lifecycle 2039 UCITS ETF Acc?
The fund size of Amundi Lifecycle 2039 UCITS ETF Acc is 5m 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.