Amundi
WELN.DE
IE000J0LN0R5
Amundi S&P World Energy Screened UCITS ETF Acc
Loading chart...

About this ETF

The Amundi S&P Global Energy Carbon Reduced UCITS ETF DR EUR (A) seeks to track the S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Energy index. The S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Energy index tracks large and mid cap companies from the energy sector. The stocks included are filtered according to ESG criteria (environmental, social and corporate governance).

TER
0.18%

Total Expense Ratio per year

Fund Size
€302.92M

Assets under management

Holdings
28

Underlying equities

Dividend Yield
0%

Accumulating

Fundamentals & Estimates

Weighted valuation multiples and analyst forecasts

Valuation Multiples
Weighted P/E
19.55
Weighted Fwd P/E
16.17
💰 Revenue Estimates
Current Year CY
+17.79% ⌀ 12 Analysts Coverage
Next Year NY
+0.82% ⌀ 12 Analysts Coverage
📈 EPS Estimates (Earnings Per Share)
Current Year CY
+76.52% ⌀ 17 Analysts Coverage
Next Year NY
-0.93% ⌀ 18 Analysts Coverage

Related ETFs

Amundi
WELP.DE • Amundi
Amundi S&P World Energy Screened UCITS ETF Dist
14.18 EUR
TER 0.18% 1Y +36.4%
Invesco
WDEE.L • Invesco
Invesco S&P World Energy Targeted & Screened UCITS ETF Acc
8.42 USD
TER 0.18% 1Y +33.5%
Amundi
WELL.DE • Amundi
Amundi S&P World Information technology Screened UCITS ETF Dist
29.15 EUR
TER 0.18% 1Y +33%
Amundi
WELU.DE • Amundi
Amundi S&P World Information technology Screened UCITS ETF Acc
29.53 EUR
TER 0.18% 1Y +33.4%
Amundi
WELY.DE • Amundi
Amundi S&P World Financials Screened UCITS ETF Dist
18.42 EUR
TER 0.18% 1Y +12.5%
Amundi
WELK.DE • Amundi
Amundi S&P World Financials Screened UCITS ETF Acc
19.66 EUR
TER 0.18% 1Y +15%
Amundi
WELS.DE • Amundi
Amundi S&P World Health Care Screened UCITS ETF Acc
12.18 EUR
TER 0.18% 1Y +9.8%
Amundi
WELG.DE • Amundi
Amundi S&P World Health Care Screened UCITS ETF Dist
11.72 EUR
TER 0.18% 1Y +8.2%
ETF Profile
Provider
Amundi
Amundi
Fund Type
ETF
Inception Date
09/20/2022 (4 yrs)
Index Group
S&P Developed
Region
World
Country
-
Sector
Energy
Theme
-
Distribution Policy
Accumulating
Replication
Full replication
Sustainable
Yes

🛡️ Risk & Structural Analysis

Multi-Factor Risk Model & Market Data

6/7 High
23/100 Low (Concentration Risk)
Diversification Score
23/100 Low (Concentration Risk)
5Y Volatility
20.3% p.a.
Max Drawdown (5Y)
-23.3%
Sharpe Ratio (5Y)
0.46
Beta Factor
0.99
Notes & Warnings
Fund Volume (AUM) Solid fund volume
🟡 Moderate analyst coverage (17.1 analysts)
🔴 Extreme top 10 holdings concentration: 80% of fund in top 10 positions.
🔴 Severe sector concentration risk: 99% in "Energy".
⚠️ Industry concentration: 44% in "Oil & Gas Integrated".
⚠️ Industry concentration: 31% in "Oil & Gas Midstream".
🔴 High Commodity Concentration: 100% of fund depends directly on volatile energy and raw material markets.
🔴 Dominant Cyclicality: 100% in cyclical industries – higher drawdown risk in recessions.
⚠️ Elevated Regulatory & Policy Risk: 83% in heavily regulated industries (defense, regulated utilities, healthcare policy).
ende