ARK
LUSA.L
IE000PY7F8J9
RIZE USA Environmental Impact UCITS ETF
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About this ETF

The Rize USA Environmental Impact UCITS ETF USD Acc seeks to track the Solactive RIZE ETF USA Environmental Impact index. The Solactive RIZE ETF USA Environmental Impact index tracks US stocks. The index focuses on companies that are leaders in developing and applying solutions to address pressing climate and environmental challenges. The stocks included are filtered according to ESG criteria (environmental, social and corporate governance).

TER
0.45%

Total Expense Ratio per year

Fund Size
€7.5M

Assets under management

Holdings
93

Underlying equities

Dividend Yield
0%

Accumulating

Fundamentals & Estimates

Weighted valuation multiples and analyst forecasts

Valuation Multiples
Weighted P/E
23.21
Weighted Fwd P/E
21.76
💰 Revenue Estimates
Current Year CY
+21.43% ⌀ 12 Analysts Coverage
Next Year NY
+14.71% ⌀ 13 Analysts Coverage
📈 EPS Estimates (Earnings Per Share)
Current Year CY
-14.18% ⌀ 12 Analysts Coverage
Next Year NY
+50.13% ⌀ 12 Analysts Coverage

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ETF Profile
Provider
ARK
ARK
Fund Type
ETF
Inception Date
08/17/2023 (3 yrs)
Region
-
Sector
-
Distribution Policy
Accumulating
Replication
Full replication
Sustainable
Yes

🛡️ Risk & Structural Analysis

Multi-Factor Risk Model & Market Data

6/7 High
67/100 Moderate
Diversification Score
67/100 Moderate
3Y Volatility
24.7% p.a.
Max Drawdown (3Y)
-28.6%
Sharpe Ratio (3Y)
0.35
Beta Factor
1.45
Notes & Warnings
Fund Volume (AUM) ⚠️ Fund closure risk (< 50M € AUM)
⚠️ Fund closure risk (< 50M € AUM)
🟡 Moderate analyst coverage (11.9 analysts)
🔴 Severe sector concentration risk: 61% in "Industrials".
🔴 Dominant Cyclicality: 68% in cyclical industries – higher drawdown risk in recessions.
⚠️ Elevated Interest Rate Sensitivity: 39% in rate-sensitive or leverage-heavy industries (real estate, banks, utilities).
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