BNP Paribas
0P0001KTZ2.F
LU2194447533
BNP PARIBAS EASY ECPI GLOBAL ESG BLUE ECONOMY [TRACK PRIVILEGE, C]
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Risk & Diversification Scores

Transparent evaluation of price volatility (SRI) and 4-dimensional portfolio diversification.

Volatility Risk Score
4/7 Moderate
4 / 7 SRI PRIIPs Risk Class

Typical market fluctuations. Suitable for long-term wealth accumulation (3–5+ years horizon).

Volatility (5Y)
11.8% p.a.
5-Year Horizon
Max Drawdown (5Y)
-20.2%
Deepest Drawdown
Sharpe Ratio
0.33
Moderate (0.0 - 0.5)
Rec. Holding Period
3 - 5+ Years
Investment Horizon
Balanced / Moderate: Score Basis:
Diversification Score
Broadly Diversified (< 35%)
72 / 100 Portfolio Diversification
4 Dimensions: Holdings (30%) • Sectors (25%) • Industries (25%) • Regions (20%)

High risk diversification: No dependency on individual heavyweights.

Top 10 Holdings
24.7%
Low Concentration
Effective Holdings
~49
of 50 holdings
Top Sector
49.5%
Industrials
Top Region / Country
28.0%
United States
Excellent multi-dimensional diversification across holdings, industries, and geographies.

Multi-Horizon Risk & Performance Matrix

Historical volatility, drawdowns, and risk-adjusted return across 1, 3, 5, and 10 years.

Stable Long-Term Volatility
Timeframe
Volatility (p.a.)
Max Drawdown
Sharpe Ratio
Return (p.a.)
1 Year — — — +13.8%
3 Years 10.7% -15.9% 0.83 +11.3%
5 Years 11.8% -20.2% 0.33 —
10 Years — — — —

Notes & Warnings

🟢 Favorable / fair valuation: Avg P/E of 19.6
🟢 Balanced position distribution (< 35% in Top 10)
⚠️ Fund closure risk (< 50M € AUM)
🟡 Moderate analyst coverage (14.8 analysts)
⚠️ Sector concentration: 50% in "Industrials".
⚠️ Elevated Economic Cyclicality: 59% in cyclical industries – more vulnerable to economic downturns.
⚠️ Elevated Regulatory & Policy Risk: 38% in heavily regulated industries (defense, regulated utilities, healthcare policy).
🟢 Strong Long-Term Stability: The asset exhibits consistently low volatility across 5 and 10 years (<16% p.a.).
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