(18MM) Amundi Index MSCI Pacific - Ratings and Ratios

The Amundi Index MSCI Pacific Ex Japan SRI PAB - UCITS ETF DR - EUR C is an exchange-traded fund (ETF) that tracks the MSCI Pacific ex Japan SRI Filtered ex Fossil Fuels Index, aiming to minimize the tracking error between the funds net asset value and the indexs performance. This ETF focuses on Pacific ex-Japan equity with a socially responsible investing (SRI) approach, excluding fossil fuels.

The fund has a strong ESG (Environmental, Social, and Governance) profile due to its SRI filtering, which aligns with the growing demand for sustainable investments. With Assets Under Management (AUM) of €321.15 million, it demonstrates a reasonable level of liquidity and investor interest.

From a performance perspective, the ETFs underlying index, MSCI Pacific ex Japan SRI Filtered ex Fossil Fuels Index, has a Morningstar category of APAC xJpn TME NR USD, indicating its benchmark classification. To evaluate its performance, we can consider metrics such as tracking error, which should be as low as possible, and the ETFs ability to deliver returns in line with its benchmark. Additionally, we can analyze its dividend yield, expense ratio, and trading volume to gauge its overall attractiveness to investors.

To further assess the ETFs investment potential, we can examine key performance indicators (KPIs) such as its Sharpe ratio, information ratio, and beta relative to its benchmark. These metrics will provide insights into the ETFs risk-adjusted returns, its ability to outperform the benchmark, and its overall volatility profile. By analyzing these KPIs, investors can make more informed decisions about the ETFs suitability for their investment portfolios.