(WELC) Amundi S&P Global Consumer - Ratings and Ratios

The Amundi S&P Global Consumer Discretionary ESG UCITS ETF DR EUR Inc is an exchange-traded fund listed on XETRA with the ticker symbol WELC. It is a Sector Equity Consumer Goods & Services ETF, originating from Germany.

The fund tracks a composite index consisting of 50% MSCI World Consumer Discretionary NR and 50% MSCI World Consumer Services NR, providing a diversified exposure to the global consumer discretionary sector with a focus on ESG (Environmental, Social, and Governance) considerations.

From a performance perspective, the funds underlying holdings are likely to be influenced by consumer spending trends, economic growth, and industry disruptions. Key Performance Indicators (KPIs) to monitor for this fund include the revenue growth rate of its underlying holdings, ESG ratings, and the overall sector allocation. The funds AUM of 258.19M EUR indicates a moderate level of investor interest.

To evaluate the funds potential, one could analyze its tracking error relative to the underlying index, expense ratio, and dividend yield. Additionally, examining the funds holdings distribution across various sub-sectors within consumer discretionary, such as retail, hospitality, and automotive, could provide insights into its risk profile and potential areas of growth.

Given the funds ESG focus, it is also worth examining its carbon footprint, the percentage of sustainable investments, and adherence to UN Sustainable Development Goals (SDGs). These metrics can help investors understand the funds alignment with their values and its potential long-term viability in a rapidly changing regulatory and environmental landscape.