IE000PY7F8J9
IE000PY7F8J9
RIZE USA Environmental Impact UCITS ETF
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About this ETF
The Rize USA Environmental Impact UCITS ETF USD Acc seeks to track the Solactive RIZE ETF USA Environmental Impact index. The Solactive RIZE ETF USA Environmental Impact index tracks US stocks. The index focuses on companies that are leaders in developing and applying solutions to address pressing climate and environmental challenges. The stocks included are filtered according to ESG criteria (environmental, social and corporate governance).
TER
0.45%
Total Expense Ratio per year
Fund Size
€7.5M
Assets under management
Holdings
93
Underlying equities
Dividend Yield
0%
Accumulating
Fundamentals & Estimates
Weighted valuation multiples and analyst forecasts
Valuation Multiples
Weighted P/E
23.21
Weighted Fwd P/E
21.76
💰 Revenue Estimates
Current Year CY
+21.43% ⌀ 12 Analysts Coverage
Next Year NY
+14.71% ⌀ 13 Analysts Coverage
📈 EPS Estimates (Earnings Per Share)
Current Year CY
-14.18% ⌀ 12 Analysts Coverage
Next Year NY
+50.13% ⌀ 12 Analysts Coverage
Related ETFs
Amundi S&P 500 Climate Paris Aligned UCITS ETF Acc EUR Hedged
37.57 EUR
TER 0.25% 1Y +11.9%
ETF Profile
Provider
Fund Type
ETF Type
Actively Managed Inception Date
08/17/2023 (3 yrs)
Index Group
Solactive RIZE ETF USA Environmental Impact Region
-
Country
United States Sector
-
Strategy
Social / Environmental Theme
Climate_Change Distribution Policy
Accumulating Replication
Full replication Sustainable
Yes 🛡️ Risk & Structural Analysis
Multi-Factor Risk Model & Market Data
6/7 High
Diversification Score: 67/100 Moderate
Diversification Score
67/100 Moderate
3Y Volatility
24.7% p.a.
Max Drawdown (3Y)
-28.6%
Sharpe Ratio (3Y)
0.35
Beta Factor
1.45
Notes & Warnings
Fund Volume (AUM) ⚠️ Fund closure risk (< 50M € AUM)
⚠️ Fund closure risk (< 50M € AUM)
🟡 Moderate analyst coverage (11.9 analysts)
🔴 Severe sector concentration risk: 61% in "Industrials".
🔴 Dominant Cyclicality: 68% in cyclical industries – higher drawdown risk in recessions.
⚠️ Elevated Interest Rate Sensitivity: 39% in rate-sensitive or leverage-heavy industries (real estate, banks, utilities).