Terna Energy
ISIN GRS496003005
|WKN A0M62T
Overview
Description
Terna Energy SA engages in the provision of renewable energy. It involves in the development, construction, financing and operation of wind, hydro, solar, biomass and waste management. The firm operates through the following segments: Construction, Electricity from Renewable Sources of Energy, Trading of Electric Energy and Concessions. The Construction segment refers to the development of wind parks and other units for electricity production from renewable energy sources, and also to the construction of the necessary infrastructure. The Electricity from Renewable Sources of Energy segment mainly concerns production of electricity through wind energy. The Trading of Electric Energy segment includes Supply and sale of electric energy from and to the neighbouring markets and the markets of Southeastern Europe. The Concessions segment concerns the construction and operation of infrastructure and public sector projects in exchange for the long-term operation of the above projects through the provision of services to the public. The company was founded on September 11, 1997 and is headquartered in Athens, Greece.
Utilities Energy Utilities Greece
Chart
Financials
Key metrics
| Market capitalisation, EUR | 2,161.32 m |
| EPS, EUR | - |
| P/B ratio | 4.66 |
| P/E ratio | 68.18 |
| Dividend yield | 2.08% |
Income statement (2022)
| Revenue, EUR | 298.05 m |
| Net income, EUR | 19.81 m |
| Profit margin | 6.65% |
What ETF is Terna Energy in?
There are 38 ETFs which contain Terna Energy. All of these ETFs are listed in the table below. The ETF with the largest weighting of Terna Energy is the Expat Greece ASE UCITS ETF.
| ETF | Weight | Investment focus | Holdings | TER | Fund size (in m EUR) | Return 1Y | WKN | ISIN |
|---|---|---|---|---|---|---|---|---|
| iShares Global Clean Energy UCITS ETF USD (Dist) | 0.33% | Equity World Utilities Social/Environmental Clean Energy | 100 | 0.65% | 2,793 | -30.64% | A0MW0M | IE00B1XNHC34 |
| iShares MSCI Emerging Markets Small Cap UCITS ETF | 0.08% | Equity Emerging Markets Small Cap | 2,077 | 0.74% | 440 | +22.80% | A0RGER | IE00B3F81G20 |
| Global X Wind Energy UCITS ETF USD Accumulating | 2.61% | Equity World Social/Environmental Clean Energy | 22 | 0.50% | 3 | -24.53% | A3C9MA | IE000JNHCBM6 |
| Xtrackers MSCI Global SDG 12 Circular Economy UCITS ETF 1C | 0.08% | Equity World Social/Environmental Circular Economy | 275 | 0.35% | 4 | -6.99% | DBX0TB | IE000Y6ZXZ48 |
| SPDR MSCI Emerging Markets Small Cap UCITS ETF | 0.08% | Equity Emerging Markets Small Cap | 2,049 | 0.55% | 278 | +22.72% | A1JJTF | IE00B48X4842 |
| Vanguard ESG Emerging Markets All Cap UCITS ETF (USD) Distributing | 0.02% | Equity Emerging Markets Social/Environmental | 3,343 | 0.24% | 15 | +10.30% | A3DJRD | IE0001VXZTV7 |
| Xtrackers MSCI Global SDG 7 Affordable and Clean Energy UCITS ETF 1C | 0.37% | Equity World Social/Environmental Clean Energy | 109 | 0.35% | 10 | -28.00% | DBX0SP | IE000JZYIUN0 |
| Invesco FTSE All-World UCITS ETF EUR PfHdg Acc | 0.00% | Equity World | 2,040 | 0.20% | 2 | - | A3EC3H | IE0006VDD4K1 |
| Vanguard ESG Emerging Markets All Cap UCITS ETF (USD) Accumulating | 0.02% | Equity Emerging Markets Social/Environmental | 3,343 | 0.24% | 18 | +10.47% | A3DJRC | IE000KPJJWM6 |
| Vanguard FTSE All-World UCITS ETF (USD) Accumulating | 0.00% | Equity World | 3,651 | 0.22% | 10,209 | +21.34% | A2PKXG | IE00BK5BQT80 |
| Invesco FTSE All-World UCITS ETF Acc | 0.00% | Equity World | 2,040 | 0.15% | 163 | - | A3D7QX | IE000716YHJ7 |
| Amundi Index MSCI Emerging Markets UCITS ETF DR - USD (D) | 0.01% | Equity Emerging Markets | 1,405 | 0.20% | 151 | +10.02% | A2QLH9 | LU2277591868 |
| L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing | 0.01% | Equity World Multi-Factor Strategy | 3,070 | 0.50% | 37 | - | WELT0B | IE000FPWSL69 |
| iShares Core MSCI Emerging Markets IMI UCITS ETF | 0.01% | Equity Emerging Markets | 3,130 | 0.18% | 1,226 | +12.84% | A2JDYF | IE00BD45KH83 |
| Invesco FTSE All-World UCITS ETF GBP PfHdg Dist | 0.00% | Equity World | 2,040 | 0.20% | 2 | - | A3EC3G | IE000UJC4MR1 |
| Expat Greece ASE UCITS ETF | 6.48% | Equity Greece | 20 | 1.38% | 0 | +29.35% | A2JAG9 | BGGRASE06174 |
| iShares Core MSCI Emerging Markets IMI UCITS ETF (Acc) | 0.01% | Equity Emerging Markets | 3,130 | 0.18% | 17,231 | +12.88% | A111X9 | IE00BKM4GZ66 |
| HSBC MSCI Emerging Markets Small Cap ESG UCITS ETF USD (Acc) | 0.16% | Equity Emerging Markets Small Cap | 815 | 0.35% | 94 | +16.18% | A3DUNU | IE000W080FK3 |
| Vanguard FTSE Emerging Markets UCITS ETF Distributing | 0.01% | Equity Emerging Markets | 2,111 | 0.22% | 2,051 | +11.22% | A1JX51 | IE00B3VVMM84 |
| Global X Renewable Energy Producers UCITS ETF USD Accumulating | 2.30% | Equity World Utilities Clean Energy | 33 | 0.50% | 3 | -21.48% | A2QPB6 | IE00BLCHJH52 |
| Vanguard FTSE All-World UCITS ETF Distributing | 0.00% | Equity World | 3,651 | 0.22% | 12,832 | +21.33% | A1JX52 | IE00B3RBWM25 |
| Amundi Index MSCI Emerging Markets UCITS ETF DR (C) | 0.01% | Equity Emerging Markets | 1,405 | 0.20% | 2,842 | +10.04% | A2ATYY | LU1437017350 |
| SPDR MSCI ACWI IMI UCITS ETF | 0.03% | Equity World | 3,518 | 0.17% | 1,278 | +20.71% | A1JJTD | IE00B3YLTY66 |
| Xtrackers Emerging Markets Net Zero Pathway Paris Aligned UCITS ETF | 0.14% | Equity Emerging Markets Social/Environmental Climate Change | 651 | 0.20% | 21 | +8.67% | DBX0ST | IE000TZT8TI0 |
| Vanguard ESG Global All Cap UCITS ETF (USD) Distributing | 0.00% | Equity World Social/Environmental | 5,853 | 0.24% | 268 | +21.86% | A2QL8V | IE00BNG8L385 |
| iShares MSCI EM IMI ESG Screened UCITS ETF USD (Acc) | 0.01% | Equity Emerging Markets Social/Environmental | 2,417 | 0.18% | 2,568 | +11.89% | A2N6TH | IE00BFNM3P36 |
| iShares MSCI EM IMI ESG Screened UCITS ETF USD (Dist) | 0.01% | Equity Emerging Markets Social/Environmental | 2,417 | 0.18% | 308 | +11.93% | A2N6TJ | IE00BFNM3N12 |
| Xtrackers MSCI Global SDGs UCITS ETF 1C | 0.07% | Equity World Social/Environmental | 279 | 0.35% | 13 | -6.38% | DBX0SL | IE000PSF3A70 |
| Invesco FTSE All-World UCITS ETF CHF PfHdg Acc | 0.00% | Equity World | 2,040 | 0.20% | 0 | - | A3EKP3 | IE000SHR0UX9 |
| iShares Global Clean Energy UCITS ETF USD (Acc) | 0.33% | Equity World Utilities Social/Environmental Clean Energy | 100 | 0.65% | 118 | -30.65% | A3DENG | IE000U58J0M1 |
| Amundi Prime Emerging Markets UCITS ETF DR (C) | 0.03% | Equity Emerging Markets | 1,362 | 0.10% | 26 | +12.77% | A3CM5D | LU2300295123 |
| L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating | 0.01% | Equity World Multi-Factor Strategy | 3,070 | 0.50% | 191 | - | WELT0A | IE0001UQQ933 |
| Xtrackers MSCI Global SDG 9 Industry, Innovation & Infrastructure UCITS ETF 1C | 0.36% | Equity World Infrastructure Social/Environmental Robotics & Automation | 108 | 0.35% | 2 | -19.94% | DBX0S9 | IE0005E47AH7 |
| Vanguard FTSE Emerging Markets UCITS ETF Acc | 0.01% | Equity Emerging Markets | 2,111 | 0.22% | 461 | +11.12% | A2PLTC | IE00BK5BR733 |
| Amundi Index MSCI Emerging Markets UCITS ETF DR EUR (D) | 0.01% | Equity Emerging Markets | 1,405 | 0.20% | 447 | +10.13% | A2H9Q0 | LU1737652583 |
| Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating | 0.00% | Equity World Social/Environmental | 5,853 | 0.24% | 321 | +22.02% | A2QL8U | IE00BNG8L278 |
| Invesco FTSE All-World UCITS ETF Dist | 0.00% | Equity World | 2,040 | 0.15% | 24 | - | A3D7QY | IE0000QLH0G6 |
| L&G Emerging Markets ESG Exclusions Paris Aligned UCITS ETF USD Accumulating | 0.02% | Equity Emerging Markets Social/Environmental Climate Change | 1,180 | 0.25% | 80 | - | A3DNYX | IE000CBYU7J5 |
Performance
Returns overview
| YTD | +11.76% |
| 1 month | +1.32% |
| 3 months | +20.71% |
| 6 months | +22.83% |
| 1 year | -13.88% |
| 3 years | +41.71% |
| 5 years | +162.18% |
| Since inception (MAX) | +1,031.62% |
| 2023 | -23.58% |
| 2022 | +61.18% |
| 2021 | -5.33% |
| 2020 | +80.31% |
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 | 27.62% |
| Volatility 3 years | 27.87% |
| Volatility 5 years | 29.17% |
| Return per risk 1 year | -0.50 |
| Return per risk 3 years | 0.44 |
| Return per risk 5 years | 0.73 |
| Maximum drawdown 1 year | -36.41% |
| Maximum drawdown 3 years | -38.02% |
| Maximum drawdown 5 years | -38.02% |
| Maximum drawdown since inception | -38.02% |
Rolling 1 year volatility
— 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.