Amundi
WELG.DE
IE000JKS50V3
Amundi S&P World Health Care Screened UCITS ETF Dist
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About this ETF

The Amundi S&P Global Health Care ESG UCITS ETF DR EUR (D) seeks to track the S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Health Care index. The S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Health Care index tracks large and mid cap companies from the health care sector. The stocks included are filtered according to ESG criteria (environmental, social and corporate governance).

TER
0.18%

Total Expense Ratio per year

Fund Size
€659.69M

Assets under management

Holdings
84

Underlying equities

Dividend Yield
1.42%

Distributing

Fundamentals & Estimates

Weighted valuation multiples and analyst forecasts

Valuation Multiples
Weighted P/E
27.69
Weighted Fwd P/E
17.41
💰 Revenue Estimates
Current Year CY
+10.56% ⌀ 22 Analysts Coverage
Next Year NY
+7.22% ⌀ 22 Analysts Coverage
📈 EPS Estimates (Earnings Per Share)
Current Year CY
+7.11% ⌀ 23 Analysts Coverage
Next Year NY
+105.49% ⌀ 23 Analysts Coverage

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ETF Profile
Provider
Amundi
Amundi
Fund Type
ETF
Inception Date
09/20/2022 (4 yrs)
Index Group
S&P Developed
Region
World
Country
-
Theme
-
Distribution Policy
Distributing
Replication
Full replication
Sustainable
Yes

🛡️ Risk & Structural Analysis

Multi-Factor Risk Model & Market Data

5/7 Elevated
20/100 Low (Concentration Risk)
Diversification Score
20/100 Low (Concentration Risk)
5Y Volatility
14.0% p.a.
Max Drawdown (5Y)
-24.1%
Sharpe Ratio (5Y)
0.07
Beta Factor
1.03
Notes & Warnings
Fund Volume (AUM) 🟢 Established large fund (> 500M € AUM)
⚠️ Elevated top 10 holdings concentration: 53% of fund in top 10 positions.
🔴 Severe sector concentration risk: 100% in "Healthcare".
🔴 Extreme industry concentration: 55% in "Drug Manufacturers - General".
⚠️ Elevated Regulatory & Policy Risk: 100% in heavily regulated industries (defense, regulated utilities, healthcare policy).
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