(EPAB) Lyxor Net Zero 2050 S&P - Ratings and Ratios

The Lyxor Net Zero2050 S&P Eurozone Climate PAB (DR) UCITS ETF - Acc CHF is an exchange-traded fund (ETF) that tracks the Morningstar Developed Eurozone Tilted Momentum & ESG NR EUR index, focusing on Eurozone large-cap equities. As a Switzerland-originated ETF, it is designed to provide investors with exposure to a diversified portfolio of Eurozone companies while incorporating climate and ESG considerations.

With Assets Under Management (AUM) of approximately 2.38 billion CHF, this ETF has a substantial presence in the market. The funds objective is to align with the Net Zero 2050 goal, suggesting a commitment to reducing carbon footprint and promoting sustainable investing practices. The underlying index likely incorporates ESG (Environmental, Social, and Governance) criteria and tilts towards companies with better climate performance.

To evaluate the ETFs performance, we can consider several Key Performance Indicators (KPIs). The funds tracking error, which measures the deviation of the ETFs returns from its benchmark index, is an essential metric. Additionally, the ETFs expense ratio, which affects its net returns, is another crucial KPI. The funds carbon footprint, ESG ratings, and the percentage of sustainable investments are also vital in assessing its alignment with the Net Zero 2050 objective.

From a technical analysis perspective, the ETFs price movements can be assessed using various indicators. The current price of 33.02 CHF is slightly below its 20-day Simple Moving Average (SMA) of 33.31, indicating a potential short-term trend reversal. The 50-day SMA at 32.90 suggests a relatively stable medium-term trend, while the 200-day SMA at 28.49 indicates a strong long-term uptrend. The Average True Range (ATR) of 0.23 (0.70%) implies moderate volatility.