Overview: The Amundi MSCI EMU ESG Selection UCITS ETF DR - EUR (D) is an exchange-traded fund that aims to replicate the performance of the MSCI EMU ESG Selection P-Series index while minimizing the tracking error between the fund's net asset value and that of the index. This ETF focuses on companies in the eurozone that meet environmental, social, and governance (ESG) criteria, thus offering a responsible investment approach.
Benefits: This ETF has several strengths, including its exposure to eurozone companies that adhere to strict ESG standards, which may attract investors concerned about the social and environmental impact of their investments. Additionally, the UCITS structure ensures strict regulation, providing extra protection for investors. The passive management of the ETF also helps reduce costs associated with active management.
Risks: Like any equity investment, this ETF is subject to stock market volatility, which can lead to significant fluctuations in the value of the investment. Furthermore, the focus on companies meeting ESG criteria may limit diversification, potentially increasing risk during economic downturns. Investors should also be aware of regulatory risks and changes in ESG policies.
Investor Profile: This ETF is suitable for investors looking to integrate ESG criteria into their portfolio while seeking exposure to eurozone markets. It is particularly well-suited for long-term investors who are willing to accept some volatility in exchange for growth potential aligned with responsible values.
Total Annual Returns, Including Dividends
The drawdown measures the decline in price from its historical high. It helps assess the fund's downside risk. The calculation includes dividends.
| Volatility | Max drawdown | Sharpe ratio | |
|---|---|---|---|
| 1 year | |||
| 3 years | |||
| 10 years | |||
| Max |