Fineco
FAMWCS.MI
IE0006XQ3YX3
FINECO AM MSCI WORLD CONSUMER STAPLES ESG LEADERS UCITS ETF
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Risk & Diversification Scores

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

Volatility Risk Score
5/7 Elevated
5 / 7 SRI PRIIPs Risk Class

Above-average volatility. Suitable for experienced investors with high risk tolerance (5+ years horizon).

Volatility (5Y)
12.4% p.a.
5-Year Horizon
Max Drawdown (5Y)
-16.0%
Deepest Drawdown
Sharpe Ratio
-0.16
Negative (< 0.0)
Rec. Holding Period
5 - 10+ Years
Investment Horizon
Elevated Risk / Growth: Score Basis:
Diversification Score
High Concentration (> 50%)
81 / 100 Portfolio Diversification
4 Dimensions: Holdings (30%) • Sectors (25%) • Industries (25%) • Regions (20%)

High concentration risk: A few heavyweights drive the majority of fund value.

Top 10 Holdings
59.9%
Focused
Effective Holdings
~21
of 24 holdings
Top Sector
38.0%
Technology
Top Region / Country
86.4%
United States
Elevated concentration in top individual holdings, leading sectors, or key regions.

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 — — — +7.6%
3 Years 12.3% -16.0% 0.03 +2.8%
5 Years 12.4% -16.0% -0.16 —
10 Years — — — —

Notes & Warnings

🟢 Favorable / fair valuation: Avg P/E of 22.9
🟢 Excellent global diversification (Score 81/100)
🟢 Deep market liquidity & capital coverage (Tier 1)
⚠️ Fund closure risk (< 50M € AUM)
🟢 High institutional analyst coverage (29.2 analysts)
⚠️ Elevated top 10 holdings concentration: 60% of fund in top 10 positions.
⚠️ Sector concentration: 38% in "Technology".
ℹ️ Tech-Capex Exposure: 30% in semiconductors & hardware – dependent on hyperscaler capex cycles.
⚠️ Elevated Regulatory & Policy Risk: 48% 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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