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TER
0,40% p.a.
Distributiebeleid
Accumulerend
Replicatie
Synthetisch
Fondsgrootte
EUR 27 m
Startdatum
30 september 2015
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Overzicht
Beschrijving
The Lyxor J.P. Morgan Multi-Factor Europe Index UCITS ETF C-EUR seeks to track the JP Morgan Equity Risk Premia Europe Multi Factor Long Only index. The JP Morgan Equity Risk Premia Europe Multi Factor Long Only index tracks a basket of stocks comprising the 5 European risk factor indices (value, low size, momentum, low beta and quality).
Grafiek
Basis
Data
| Index | JP Morgan Equity Risk Premia Europe Multi Factor Long Only |
| Investeringsfocus | Aandelen, Europa, Multi-factorstrategie |
| Fondsgrootte | EUR 27 m |
| Totale kostenratio (TER) | 0,40% p.a. |
| Replicatie | Synthetisch (Niet-gefinancierde swap) |
| Juridische structuur | ETF |
| Strategierisico | Langdurig |
| Duurzaamheid | No |
| Valuta van het fonds | EUR |
| Valutarisico | Valuta niet gedekt |
| Volatiliteit 1 jaar (in EUR) | 26,58% |
| Startdatum/Noteringsdatum | 30 september 2015 |
| Distributiebeleid | Accumulerend |
| Distributiefrequentie | - |
| Vestigingsplaats van het fonds | Luxemburg |
| Fondsaanbieder | Amundi ETF |
| Fondsstructuur | Company With Variable Capital (SICAV) |
| UCITS-conformiteit | Yes |
| Administrateur | SGSS |
| Beleggingsadviseur | |
| Bewaarbank | Société Générale Luxembourg S.A. |
| Revisiebedrijf | DELOITTE |
| Einde belastingjaar | 31 oktober |
| Vertegenwoordiger van Zwitserland | Société Générale, Paris, Zweigniederlassung Zürich |
| Zwitserse uitbetalende instantie | Société Générale, Paris, Zweigniederlassung Zürich |
| Duitsland | Belasting transparant |
| Zwitserland | Geen ESTV-rapportage |
| Oostenrijk | Niet-belastingplichtig fonds |
| UK | UK-rapportage |
| Indextype | Totale rendementsindex |
| Swap tegenpartij | J.P. Morgan |
| 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 Lyxor J.P. Morgan Multi-Factor Europe Index UCITS ETF C-EUR
Vergelijkbare ETF via beleggingsgidsen
Wat vind je van ons ETF-profiel? Here you'll find our Questionnaire.
Prestaties
Rendementsoverzicht
| YTD | -25,11% |
| 1 maand | -16,77% |
| 3 maanden | -25,60% |
| 6 maanden | -18,70% |
| 1 jaar | -15,81% |
| 3 jaar | -10,60% |
| 5 jaar | - |
| Since inception | - |
| 2025 | +26,41% |
| 2024 | -10,75% |
| 2023 | +11,06% |
| 2022 | -0,96% |
Maandelijks rendement in een heat map
Risico
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%.
Risico-overzicht
| Volatiliteit 1 jaar | 26,58% |
| Volatiliteit 3 jaar | 17,79% |
| Volatiliteit 5 jaar | - |
| Rendement/Risico 1 jaar | -0,59 |
| Rendement/Risico 3 jaar | -0,21 |
| Rendement/Risico 5 jaar | - |
| Maximaal waardedaling 1 jaar | - |
| Maximaal waardedaling 3 jaar | - |
| Maximaal waardedaling 5 jaar | - |
| Maximaal waardedaling sinds aanvang | - |
Voortschrijdende volatiliteit over 1 jaar
Beurs
Beursnoteringen
| Beursnotering | Handelsvaluta | Ticker | Bloomberg / iNAV Bloomberg Code | Reuters RIC / iNAV Reuters | Market Maker |
|---|---|---|---|---|---|
| Stuttgart Stock Exchange | EUR | LYX5 | - - | - - | - |
| SIX Swiss Exchange | CHF | LYX5 | LYX5 SW LYX5SWIV | LYX5.S LYX5SWINAV=SOLA | Société Générale |
| Xetra | EUR | LYX5 | LYX5 GY LYXFIV | LYX5.DE LYXFINAV=SOLA | Société Générale |
Meer informatie
Andere ETF met vergelijkbare beleggingsfocus
| Naam fonds | Fondsgrootte in €m (AuM) | TER p.j. | Distributie | Replicatiemethode |
|---|---|---|---|---|
| iShares STOXX Europe Equity Multifactor UCITS ETF EUR (Dist) | 170 | 0,25% p.a. | Distribueren | Volledige replicatie |
Nieuwste artikelen
Veelgestelde vragen
What is the name of LYX5?
The name of LYX5 is Lyxor J.P. Morgan Multi-Factor Europe Index UCITS ETF C-EUR.
What is the ticker of Lyxor J.P. Morgan Multi-Factor Europe Index UCITS ETF C-EUR?
The primary ticker of Lyxor J.P. Morgan Multi-Factor Europe Index UCITS ETF C-EUR is LYX5.
What is the ISIN of Lyxor J.P. Morgan Multi-Factor Europe Index UCITS ETF C-EUR?
The ISIN of Lyxor J.P. Morgan Multi-Factor Europe Index UCITS ETF C-EUR is LU1290894820.
What are the costs of Lyxor J.P. Morgan Multi-Factor Europe Index UCITS ETF C-EUR?
The total expense ratio (TER) of Lyxor J.P. Morgan Multi-Factor Europe Index UCITS ETF C-EUR amounts to 0,40% 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 Lyxor J.P. Morgan Multi-Factor Europe Index UCITS ETF C-EUR paying dividends?
Lyxor J.P. Morgan Multi-Factor Europe Index UCITS ETF C-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 Lyxor J.P. Morgan Multi-Factor Europe Index UCITS ETF C-EUR?
The fund size of Lyxor J.P. Morgan Multi-Factor Europe Index UCITS ETF C-EUR is 27m Euro. See the following article for more information about the size of ETFs.
— Gegevens verstrekt door Trackinsight, etfinfo, Xignite Inc., gettex, FactSet en justETF GmbH.
Standaard zijn ETF-rendementen inclusief dividenduitkeringen (indien van toepassing). Er is geen garantie voor de volledigheid, juistheid en correctheid van de getoonde informatie.