Amundi MSCI New Energy ESG Screened UCITS ETF Dist

ISINFR0010524777
TickerENER
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Total annual cost
0.66%

TER 0.60% + transaction cost 0.06%

Category
ETF
Data available from
Jan 31, 2008
Underlying assets
85

Metrics at a glance

CAGR
+1.23%
Volatility
22.71%
Sharpe
-0.03
Sortino
-0.03
Calmar
-0.01
Ulcer Index
44.91
Max Drawdown
68.40%
VaR 95%
10.13%
VaR 99%
15.31%
% Positive Months
55.86%

Performance over time

Rolling returns

Return computed over every rolling window of the selected length.

Fund composition

Estimated country, currency, and sector allocation from the underlying holdings.

Amundi MSCI New Energy ESG Screened UCITS ETF Dist

Click a row name to exclude it from the calculation (remaining slices are renormalized).

43.6%
9.4%
8.9%
8.6%
6.2%
5.7%
4.6%
4.4%
2.3%
1.8%

Top holdings

Top 10 Weight

59.0%

Total Assets

85

HHI

0.000

  1. GE Vernova
    10.0%
  2. Siemens Energy AG Ordinary Shares
    8.6%
  3. Iberdrola
    7.3%
  4. NextEra Energy
    7.1%
  5. Schneider Electric
    6.2%
  6. Exelon
    5.3%
  7. PG&E
    4.2%
  8. Murata Manufacturing Co
    3.9%
  9. Bloom Energy Corp Class A
    3.2%
  10. Vestas Wind Systems AS
    3.2%

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