(JUPI) Amundi Index Solutions - Ratings and Ratios
Japan Stocks, Equity Funds, Index Funds, ETFs
Description: JUPI Amundi Index Solutions
The Amundi Index Solutions - AUMNDI MSCI JAPAN ESG CLIMATE NET ZERO AMBITION CTB UCITS ETF Dist EUR is an exchange-traded fund listed on XETRA under the ticker symbol JUPI. It tracks the Morningstar Japan TME NR JPY index, providing exposure to Japans large-cap blend equity market.
This ETF is designed with an ESG (Environmental, Social, and Governance) focus, incorporating climate change considerations through its NET ZERO AMBITION strategy, aiming to align with global efforts to reduce carbon emissions. The funds objective is to provide investors with a diversified portfolio that not only reflects the performance of Japans large-cap market but also adheres to certain sustainability criteria.
From a quantitative perspective, key performance indicators (KPIs) such as tracking error, information ratio, and ESG ratings can be crucial in evaluating the funds effectiveness. The funds Assets Under Management (AUM) stand at approximately €6.77 billion, indicating a significant presence in the market. To further assess its performance, one could examine its returns over various periods, comparing them to the benchmark index, as well as analyzing its expense ratio to understand the cost efficiency of the investment.
Investors should also consider the funds dividend yield and distribution frequency, as the Dist EUR suffix suggests that it distributes dividends. Moreover, an analysis of the funds sector allocation, market capitalization distribution, and the ESG scoring methodology employed can offer deeper insights into its investment strategy and potential risks.
Given the current market conditions and the funds characteristics, a Trading Analyst would need to scrutinize the technical data, such as moving averages and Average True Range (ATR), to identify potential trading opportunities or risks. For instance, the funds price is currently at €50.51, with a 20-day SMA at the same level, indicating a potential support or resistance level. The ATR of 0.47 (or 0.93%) suggests relatively low volatility, which could be an important factor in trading decisions.
Additional Sources for JUPI ETF
JUPI ETF Overview
| Market Cap in USD | 7,737m |
| Category | Japan Large-Cap Blend Equity |
| TER | 0.15% |
| IPO / Inception | 2023-01-20 |
JUPI ETF Ratings
| Growth Rating | 32.2 |
| Fundamental | - |
| Dividend Rating | 47.0 |
| Rel. Strength | -20.8 |
| Analysts | - |
| Fair Price Momentum | 45.20 EUR |
| Fair Price DCF | - |
JUPI Dividends
| Dividend Yield 12m | 1.64% |
| Yield on Cost 5y | 1.95% |
| Annual Growth 5y | 4.79% |
| Payout Consistency | 100.0% |
| Payout Ratio | % |
JUPI Growth Ratios
| Growth Correlation 3m | -34% |
| Growth Correlation 12m | 17.7% |
| Growth Correlation 5y | 66.9% |
| CAGR 5y | 4.28% |
| CAGR/Max DD 5y | 0.22 |
| Sharpe Ratio 12m | -0.99 |
| Alpha | -3.57 |
| Beta | 0.789 |
| Volatility | 19.90% |
| Current Volume | 0k |
| Average Volume 20d | 0.5k |
| Stop Loss | 50 (-2.9%) |
As of July 31, 2025, the stock is trading at EUR 51.50 with a total of 13 shares traded.
Over the past week, the price has changed by -0.71%, over one month by +0.94%, over three months by +3.34% and over the past year by +3.80%.
Neither. Based on ValueRay´s Analyses, Amundi Index Solutions is currently (July 2025) neither a good nor a bad stock to buy. It has a ValueRay Growth Rating of 32.20 and therefor a technical neutral rating according to historical growth.
Based on momentum, paid dividends and discounted-cash-flow analyses, the fair value of JUPI is around 45.20 EUR . This means that JUPI is currently overvalued and has a potential downside of -12.23%.
Amundi Index Solutions has no consensus analysts rating.
According to our own proprietary Forecast Model, JUPI Amundi Index Solutions will be worth about 53.5 in July 2026. The stock is currently trading at 51.50. This means that the stock has a potential upside of +3.83%.
| Issuer | Target | Up/Down from current |
|---|---|---|
| Wallstreet Target Price | - | - |
| Analysts Target Price | - | - |
| ValueRay Target Price | 53.5 | 3.8% |