Fidelity
FUSR.L
IE00BKSBGS44
Fidelity US Equity Research Enhanced UCITS ETF ACC-USD
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About this ETF

The ETF invests in US stocks. Securities are selected according to sustainability and fundamental criteria.

TER
0.2%

Total Expense Ratio per year

Fund Size
€1.64B

Assets under management

Holdings
346

Underlying equities

Dividend Yield
0%

Accumulating

Fundamentals & Estimates

Weighted valuation multiples and analyst forecasts

Valuation Multiples
Weighted P/E
24.91
Weighted Fwd P/E
18.1
💰 Revenue Estimates
Current Year CY
+26.74% ⌀ 33 Analysts Coverage
Next Year NY
+19.37% ⌀ 33 Analysts Coverage
📈 EPS Estimates (Earnings Per Share)
Current Year CY
+47.04% ⌀ 31 Analysts Coverage
Next Year NY
+28.36% ⌀ 32 Analysts Coverage

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ETF Profile
Provider
Fidelity
Fidelity
Fund Type
ETF
Inception Date
05/21/2020 (6 yrs)
Region
-
Sector
-
Theme
-
Distribution Policy
Accumulating
Replication
Full replication
Sustainable
Yes

🛡️ Risk & Structural Analysis

Multi-Factor Risk Model & Market Data

5/7 Elevated
68/100 Moderate
Diversification Score
68/100 Moderate
5Y Volatility
16.6% p.a.
Max Drawdown (5Y)
-25.9%
Sharpe Ratio (5Y)
0.66
Beta Factor
1.03
Notes & Warnings
Fund Volume (AUM) 🟢 Established large fund (> 500M € AUM)
⚠️ Sector concentration: 39% in "Technology".
ℹ️ Tech-Capex Exposure: 31% in semiconductors & hardware – dependent on hyperscaler capex cycles.
⚠️ Elevated Regulatory & Policy Risk: 41% in heavily regulated industries (defense, regulated utilities, healthcare policy).
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