INRG.L - Overview | Nexus Finance

About this ETF

Der iShares Global Clean Energy Transition UCITS ETF USD (Dist) bildet den S&P Global Clean Energy Transition Index nach. Der S&P Global Clean Energy Transition Index bietet Zugang zu den größten und liquidesten Unternehmen weltweit, die im Geschäftsfeld Erneuerbare Energien tätig sind.

TER

0.65%

Total Expense Ratio per year

Fund Size

€3.15B

Assets under management

Holdings

104

Underlying equities

Dividend Yield

Distributing

Fundamentals & Estimates

Weighted valuation multiples and analyst forecasts

Valuation Multiples

Weighted P/E

21.42

Weighted Fwd P/E

12.34

💰 Revenue Estimates

Current Year CY

+16.63% ⌀ 14 Analysts Coverage

Next Year NY

+17.22% ⌀ 15 Analysts Coverage

📈 EPS Estimates (Earnings Per Share)

Current Year CY

+48.13% ⌀ 13 Analysts Coverage

Next Year NY

+41.44% ⌀ 13 Analysts Coverage

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ETF Profile

Provider

iShares

Fund Type

ETF

Type

Passive

Inception Date

07/06/2007 (19 yrs)

Index Group

S&P Global Clean Energy

Index

S&P Global Clean Energy Transition

Region

World

Country

Sector

Utilities

Strategy

Social / Environmental

Theme

Distribution Policy

Replication

Sustainable

🛡️ Risk & Structural Analysis

Multi-Factor Risk Model & Market Data

7/7 Very High

Diversification Score: 62/100 Moderate

Diversification Score

62/100 Moderate

5Y Volatility

31.4% p.a.

Max Drawdown (5Y)

-58.5%

Sharpe Ratio (5Y)

-0.20

Notes & Warnings

Fund Volume (AUM) 🟢 Established large fund (> 500M € AUM)

🟡 Moderate analyst coverage (12.8 analysts)

⚠️ Elevated top 10 holdings concentration: 51% of fund in top 10 positions.

⚠️ Sector concentration: 33% in "Technology".

⚠️ Sector concentration: 40% in "Utilities".

⚠️ Industry concentration: 30% in "Solar".

⚠️ Elevated Interest Rate Sensitivity: 70% in rate-sensitive or leverage-heavy industries (real estate, banks, utilities).

ℹ️ Tech-Capex Exposure: 46% in semiconductors & hardware – dependent on hyperscaler capex cycles.

⚠️ Elevated Regulatory & Policy Risk: 70% in heavily regulated industries (defense, regulated utilities, healthcare policy).

🔴 Structurally High Volatility: Above-average fluctuations persist across 5 to 10 years (31.4% p.a.).

⚠️ Historical Stress Test: Maximum peak-to-trough drawdown of -58.5% in the extended horizon.