Overview: The Amundi Global Corporate Bond 1-5Y ESG UCITS ETF DR (C) is an exchange-traded fund that aims to replicate the performance of the Bloomberg MSCI ESG Global Corporate 1-5 Year Select Index. This ETF primarily invests in corporate bonds with maturities of 1 to 5 years, while integrating environmental, social, and governance (ESG) criteria into its asset selection.
Benefits: This ETF offers diversified exposure to high-quality corporate bonds, which can help reduce credit risk. Additionally, its ESG approach allows investors to support companies that adhere to high sustainability standards. The ETF's passive management aims to minimize tracking error relative to the index, which can be an advantage for investors looking to closely replicate the performance of the bond market.
Risks: Like any bond investment, this ETF is subject to interest rate risks, meaning that the value of the bonds may fluctuate based on changes in interest rates. Furthermore, the overall volatility of the bond markets can affect the ETF's performance. Investors should also be aware of risks related to sector concentration and the credit quality of issuers.
Investor Profile: This ETF is suitable for investors looking to diversify their portfolio with short-term corporate bonds while integrating ESG criteria. It may be particularly well-suited for cautious investors who wish to limit their exposure to volatility while seeking moderate potential returns.
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 |