Amundi
WEBC.DE
IE000MJIXFE0
Amundi MSCI North America ESG Broad Transition UCITS ETF Dist
Loading chart...

About this ETF

The Amundi MSCI North America ESG Broad Transition UCITS ETF Dist seeks to track the MSCI North America ESG Broad CTB Select index. The MSCI North America ESG Broad CTB Select index tracks stocks from developed North American countries (Canada and United States). Securities are selected and weighted according to sustainability criteria and EU directives on climate protection. The parent index is the MSCI North America.

TER
0.15%

Total Expense Ratio per year

Fund Size
€573.34M

Assets under management

Holdings
537

Underlying equities

Dividend Yield
0.76%

Distributing

Fundamentals & Estimates

Weighted valuation multiples and analyst forecasts

Valuation Multiples
Weighted P/E
24.62
Weighted Fwd P/E
18.37
💰 Revenue Estimates
Current Year CY
+25.01% ⌀ 31 Analysts Coverage
Next Year NY
+18.69% ⌀ 32 Analysts Coverage
📈 EPS Estimates (Earnings Per Share)
Current Year CY
+35.15% ⌀ 29 Analysts Coverage
Next Year NY
+29.64% ⌀ 30 Analysts Coverage

Related ETFs

Amundi
NRAM.PA • Amundi
Amundi MSCI North America ESG Broad Transition UCITS ETF Acc
185.95 EUR
TER 0.15% 1Y +18.7%
iShares
INAA.SW • iShares
iShares MSCI North America UCITS ETF
144.06 USD
TER 0.4% 1Y +15%
Invesco
IVNA.DE • Invesco
Invesco MSCI North America Swap UCITS ETF Acc
4.96 EUR
TER 0.08%
Xtrackers
XDND.DE • Xtrackers
Xtrackers MSCI North America High Dividend Yield UCITS ETF 1C
62.5 EUR
TER 0.39% 1Y +18.3%
iShares
NOAM.AS • iShares
iShares MSCI North America Swap UCITS ETF
5.26 USD
TER 0.08%
Amundi
LUSAC.SW • Amundi
Amundi MSCI USA ESG Broad Transition UCITS ETF Acc
781.4 USD
TER 0.07% 1Y +20.3%
ETF Profile
Provider
Amundi
Amundi
Fund Type
ETF
Inception Date
12/19/2017 (8 yrs)
Country
-
Sector
-
Distribution Policy
Distributing
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)
-24.4%
Sharpe Ratio (5Y)
0.55
Beta Factor
1.02
Notes & Warnings
Fund Volume (AUM) 🟢 Established large fund (> 500M € AUM)
⚠️ Sector concentration: 38% in "Technology".
⚠️ Elevated Regulatory & Policy Risk: 41% in heavily regulated industries (defense, regulated utilities, healthcare policy).
ende