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TER
0,18% p.a.
Distributiebeleid
Capitalisation
Replicatie
Physique
Fondsgrootte
EUR 5 m
Startdatum
28 janvier 2025
Overzicht
Beschrijving
Le Amundi Lifecycle 2039 UCITS ETF Acc reproduit l'index FTSE Lifecycle 2039 Screened Select. L'indice FTSE Lifecycle 2039 Screened Select suit un portefeuille d'actions des marchés développés, d'obligations d'État libellées en euros et d'obligations d'entreprises libellées en euros. Les pondérations des différentes classes d'actifs sont ajustées au fil du temps, les actions étant moins pondérées et les obligations davantage au fur et à mesure que la date spécifiée dans le nom de l'indice se rapproche. Une fois la date cible atteinte, l'indice suit un portefeuille d'obligations d'État à court terme libellées en euros (échéance : 1 an maximum). Les titres inclus sont filtrés selon des critères ESG (environnementaux, sociaux et de gouvernance d'entreprise). Notation des obligations incluses : investment grade.
Grafiek
Basis
Data
| Index | FTSE Lifecycle 2039 Screened Select |
| Investeringsfocus | Actions, Monde, Social/durable |
| Fondsgrootte | EUR 5 m |
| Totale kostenratio (TER) | 0,18% p.a. |
| Replicatie | Fysiek (Volledige replicatie) |
| Juridische structuur | ETF |
| Strategierisico | Langdurig |
| Duurzaamheid | Oui |
| Valuta van het fonds | EUR |
| Valutarisico | Valuta niet gedekt |
| Volatiliteit 1 jaar (in EUR) | 8,05% |
| Startdatum/Noteringsdatum | 28 janvier 2025 |
| Distributiebeleid | Accumulerend |
| Distributiefrequentie | - |
| Vestigingsplaats van het fonds | Luxembourg |
| Fondsaanbieder | Amundi ETF |
| Fondsstructuur | Company With Variable Capital (SICAV) |
| UCITS-conformiteit | Yes |
| Administrateur | CACEIS Bank, Luxembourg Branch |
| Beleggingsadviseur | |
| Bewaarbank | CACEIS BANK, Luxembourg branch |
| Revisiebedrijf | PWC |
| Einde belastingjaar | 30 septembre |
| Vertegenwoordiger van Zwitserland | CACEIS (Switzerland) SA |
| Zwitserse uitbetalende instantie | CACEIS Bank, Paris, succursale de Nyon / Suisse |
| Duitsland | Inconnu |
| Zwitserland | Pas d’ESTV Reporting |
| Oostenrijk | Meldefonds |
| UK | UK Reporting |
| Indextype | Totale rendementsindex |
| Swap tegenpartij | - |
| Collateral manager | |
| Effectenlening | No |
| Tegenpartij die effecten uitleent |
Vergelijkbare ETF
In dit gedeelte vind je informatie over andere ETF met een vergelijkbare beleggingsfocus als de Amundi Lifecycle 2039 UCITS ETF Acc
Vergelijkbare ETF via ETF zoeken
Vergelijkbare ETF via beleggingsgidsen
Wat vind je van ons ETF-profiel? Here you'll find our Questionnaire.
Performance
Returns overview
| YTD | -2.12% |
| 1 month | -4.34% |
| 3 months | -2.40% |
| 6 months | +0.69% |
| 1 year | +6.06% |
| 3 years | - |
| 5 years | - |
| Since inception (MAX) | +1.50% |
| 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 | 8.05% |
| Volatility 3 years | - |
| Volatility 5 years | - |
| Return per risk 1 year | 0.75 |
| Return per risk 3 years | - |
| Return per risk 5 years | - |
| Maximum drawdown 1 year | -6.79% |
| 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 Paris | 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 | 37 | 0,30% p.a. | Distribueren | Sampling |
| VanEck Multi-Asset Growth Allocation UCITS ETF | 30 | 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.