Amundi MSCI New Energy ESG Screened UCITS ETF Dist | NRJRegister to Unlock Ratings |
Performance History | 29/02/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 56.1 | -4.8 | -9.1 | -23.4 | -9.2 | |
+/-Cat | -15.2 | -5.1 | -3.1 | -10.8 | -1.1 | |
+/-B’mrk | 33.1 | -16.2 | -7.5 | -24.7 | -6.5 | |
Category: Sector Equity Alternative Energy | ||||||
Category Benchmark: Morningstar Gbl Renew Enrg ... |
Key Stats | ||
Closing Price 28/03/2024 | EUR 26.91 | |
Day Change | 0.59% | |
Morningstar Category™ | Sector Equity Alternative Energy | |
Volume | 4938 | |
Exchange | EURONEXT PARIS S.A. | |
ISIN | FR0010524777 | |
Fund Size (Mil) 27/03/2024 | EUR 769.86 | |
Share Class Size (Mil) 27/03/2024 | EUR 751.41 | |
Ongoing Charge 06/02/2023 | 0.60% |
Investment Objective: Amundi MSCI New Energy ESG Screened UCITS ETF Dist | NRJ |
The Lyxor New Energy UCITS ETF is a UCITS compliant exchange traded fund that aims to track the benchmark index World Alternative Energy Total Return Index.The World Alternative Energy Total Return Index reflects the 20 largest stocks operating in the world alternative energy sector in the fields of solar, wind and biomass, the better use of energy generation such as energy meters and supraconductors, power generation in close proximity to the consumer involving microturbines and fuel cells. The World Alternative Energy Total Return Index is a market cap weighted benchmark with a cap at 10% (i.e. no stock can weight more than 10% in the benchmark) to maintain an efficient diversification.Lyxor ETFs are efficient investment vehicles listed on exchange that offer transparent, liquid and low-cost exposure to the underlying benchmark index. |
Returns | ||||||||||||||||
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Management | ||
Manager Name Start Date | ||
Sébastien Foy 10/10/2007 | ||
Inception Date 10/10/2007 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI ACWI IMI New Energy ESG Filt NR USD | Morningstar Gbl Renew Enrg NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Amundi MSCI New Energy ESG Screened UCITS ETF Dist | NRJ | 26/03/2024 |
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Top 5 Holdings | Sector | % |
Schneider Electric SE | Industrials | 7.51 |
Vestas Wind Systems A/S | Industrials | 6.20 |
Edison International | Utilities | 5.96 |
Iberdrola SA | Utilities | 5.95 |
Samsung SDI Co Ltd | Technology | 5.69 |
Increase Decrease New since last portfolio | ||
Amundi MSCI New Energy ESG Screened UCITS ETF Dist | NRJ |