Amundi adds 8 new equity ETFs to its growing responsible investing range

Tuesday 02 June 2020

Press Release, Product

London, 2 June 2020 – Amundi, Europe’s largest fund manager1, today announces the expansion of its responsible offering with the launch of 8 new ETFs tracking responsible investing equity indices. All these new ETFs are offered at a competitive price, starting at 0.15% OGC2.

Since its creation, Amundi has made responsible investment one of the company's founding pillars. In 2018, as part of a three-year action plan, Amundi strengthened its commitment to align its fiduciary and social responsibilities and to meeting its clients’ expectations.

 
The Amundi ETF, indexing and Smart Beta business line has supported this commitment by making responsible investing as one of its strategic priorities in terms of product development. It has also continued to strengthen its capacity to design fully ESG bespoke solutions to support institutional investors throughout their investment journey.

It is in this context that Amundi announces the launch of eight new ETFs replicating various MSCI ESG index families. The series comprises:

  • 4 equity ETFs (World, EMU, Europe and US) tracking the MSCI ESG Universal S elect Index family which enables investors to keep a broad and diversified market exposure while having a first ESG filter tilt
  • 3 Equity ETFs (World, Europe, US) tracking the MSCI Leaders Select 5% Issuer Capped Index family which introduces a best-in-class approach by selecting the 50% ESG front-runners of each sector.
  • 1 ETF tracking the MSCI EMU SRI 5% Issuer Capped Index, adding to the existing Equity & Fixed income Amundi SRI ETF range.

Amundi ETF’s responsible range has been designed with the objective  to make sustainable investing accessible to investors whatever their requirements are in terms of ESG integration and focus, and their accepted tracking error compared to their conventional benchmarks.

We strongly believe that ETF & Index management has a critical role to play in the accelerating adoption of responsible investing among all types of investors. We have seen that there is no one size fits all approach to responsible investing and our ETF range reflects precisely that. As a trusted solutions provider, we want to offer investors simple and ready-to-use tools that will help them easily implement their ESG strategy depending on their objectives and constraints. We will continue expanding our responsible range with further ETF launches in the near future.

Fannie Wurtz, Head of Amundi ETF, Indexing and Smart Beta

 

Newly Added Responsible Investing Amundi ETFs’ Key Features

All these new ETFs are listed on Xetra and registered in various European countries.

ETF Name

ISIN

Ticker

OGC2

World Equities

AMUNDI MSCI WORLD ESG UNIVERSAL SELECT UCITS ETF DR (C)

LU2109786587

SBIW GY

0.18%

AMUNDI MSCI WORLD ESG LEADERS SELECT UCITS ETF DR (C)

LU2109787122

SADW GY

0.18%

Eurozone Equities

AMUNDI MSCI EMU ESG UNIVERSAL SELECT UCITS ETF DR (C)

LU2109786827

SBIZ GY

0.15%

AMUNDI INDEX MSCI EMU SRI UCITS ETF DR (C)

LU2109787635

SRHE GY

0.18%

Europe Equities

AMUNDI MSCI EUROPE ESG UNIVERSAL SELECT UCITS ETF DR (C)

LU2109786744

SBIE GY

0.15%

AMUNDI MSCI EUROPE ESG LEADERS SELECT UCITS ETF DR (C)

LU2109787478

SADE GY

0.15%

US Equities

AMUNDI MSCI USA ESG UNIVERSAL SELECT UCITS ETF DR (C)

LU2109786660

SBIU GY

0.15%

AMUNDI MSCI USA ESG LEADERS SELECT UCITS ETF DR (C)

LU2109787395

SADU GY

0.15%

 

1. Source: IPE “Top 400 asset managers” published in June 2019, based on assets under management as at 31/12/2018.
2. Ongoing charges (OGC) - annual, all taxes included. The ongoing charges represent the charges taken from the fund over a year. Until the fund has closed its accounts for the first time, the ongoing charges are estimated. Transaction costs and commissions may occur when trading ETFs.


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