
LU1079842321

LU1079842321
Shiller Europe - 1C - EUR
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About this ETF
The Ossiam Shiller Barclays CAPE® Europe Sector Value TR UCITS ETF 1C (EUR) seeks to track the Shiller Barclays CAPE® Europe Sector Value index. The Shiller Barclays CAPE® Europe Sector Value Strategy invests in European equity sectors that are considered undervalued based on their relative CAPE (cyclically adjusted price-to-earnings ratio).
TER
0.65%
Total Expense Ratio per year
Fund Size
€155.08M
Assets under management
Holdings
51
Underlying equities
Dividend Yield
0%
Accumulating
Fundamentals & Estimates
Weighted valuation multiples and analyst forecasts
Valuation Multiples
Weighted P/E
15.7
Weighted Fwd P/E
12.4
💰 Revenue Estimates
Current Year CY
+7.34% ⌀ 14 Analysts Coverage
Next Year NY
+6.3% ⌀ 14 Analysts Coverage
📈 EPS Estimates (Earnings Per Share)
Current Year CY
+17.64% ⌀ 13 Analysts Coverage
Next Year NY
+11.5% ⌀ 13 Analysts Coverage
Related ETFs
ETF Profile
Provider

Fund Type
ETF Type
Passive Inception Date
12/30/2014 (11 yrs)
Index Group
Shiller Barclays CAPE Sector Value Region
Europe Country
-
Sector
Sector Strategy Strategy
Value Theme
-
Distribution Policy
Accumulating Replication
Swap-based Sustainable
No 🛡️ Risk & Structural Analysis
Multi-Factor Risk Model & Market Data
5/7 Elevated
Diversification Score: 68/100 Moderate
Diversification Score
68/100 Moderate
5Y Volatility
13.1% p.a.
Max Drawdown (5Y)
-15.3%
Sharpe Ratio (5Y)
0.41
Beta Factor
0.76
Notes & Warnings
Fund Volume (AUM) Solid fund volume
🟡 Moderate analyst coverage (12.7 analysts)
⚠️ Elevated Interest Rate Sensitivity: 40% in rate-sensitive or leverage-heavy industries (real estate, banks, utilities).
⚠️ Elevated Regulatory & Policy Risk: 46% in heavily regulated industries (defense, regulated utilities, healthcare policy).