(WELH) Amundi S&P Global - Ratings and Ratios
Industrial Materials, Global Stocks, Equity ETF, Sector Funds
Description: WELH Amundi S&P Global
The Amundi S&P Global Industrials ESG UCITS ETF DR EUR Acc (XETRA:WELH) is an exchange-traded fund (ETF) that tracks the Morningstar Global Basic Materials TME NR USD index, focusing on the industrial materials sector with an emphasis on Environmental, Social, and Governance (ESG) criteria. This fund is listed on the XETRA exchange and has its origins in Germany, categorizing it under Sector Equity Industrial Materials.
To evaluate the performance and potential of this ETF, we can examine several key performance indicators (KPIs). The funds Assets Under Management (AUM) stand at 340.57 million EUR, indicating a moderate size that can provide liquidity without being overly large. The ETFs price is 14.75 EUR, with short-term moving averages (SMA20 and SMA50) suggesting a stable trend. The longer-term SMA200 also supports this stability, indicating a consistent investor interest.
From a technical analysis perspective, the Average True Range (ATR) of 0.12, or 0.80%, suggests relatively low volatility, which might appeal to investors seeking more stable returns within the industrial materials sector. The 52-week high and low prices (15.42 and 12.23, respectively) provide a range of the ETFs price fluctuations over the past year, showing a potential for growth from the current levels.
Considering the ESG focus, this ETF is positioned to attract investors who prioritize sustainability. The ESG criteria can potentially lead to a more stable long-term performance by avoiding companies with significant environmental or social issues. However, its crucial to monitor the funds tracking efficiency and fees to ensure they align with the investors objectives and cost expectations.
To make an informed investment decision, its essential to compare this ETFs performance, fees, and ESG criteria with its peers in the Sector Equity Industrial Materials category. Additionally, evaluating the underlying indexs methodology and the ETFs tracking error can provide insights into its potential future performance.
Additional Sources for WELH ETF
WELH ETF Overview
| Market Cap in USD | 401m |
| Category | Sector Equity Industrial Materials |
| IPO / Inception | 2022-09-20 |
WELH ETF Ratings
| Growth Rating | 56.1 |
| Fundamental | - |
| Dividend Rating | 0.0 |
| Rel. Strength | 3.87 |
| Analysts | - |
| Fair Price Momentum | 13.65 EUR |
| Fair Price DCF | - |
WELH Dividends
Currently no dividends paidWELH Growth Ratios
| Growth Correlation 3m | 56% |
| Growth Correlation 12m | 37.6% |
| Growth Correlation 5y | 93% |
| CAGR 5y | 16.96% |
| CAGR/Max DD 5y | 0.82 |
| Sharpe Ratio 12m | 1.35 |
| Alpha | -3.39 |
| Beta | 0.816 |
| Volatility | 12.17% |
| Current Volume | 5.5k |
| Average Volume 20d | 2.2k |
| Stop Loss | 14.2 (-3.7%) |
As of July 10, 2025, the stock is trading at EUR 14.75 with a total of 5,480 shares traded.
Over the past week, the price has changed by +0.67%, over one month by -0.38%, over three months by +16.14% and over the past year by +9.60%.
Partly, yes. Based on ValueRay´s Analyses, Amundi S&P Global (XETRA:WELH) is currently (July 2025) ok to buy, but has to be watched. It has a Growth Technical Rating of 56.14 and therefor an somewhat technical positive rating according to historical growth.
Based on momentum, paid dividends and discounted-cash-flow analyses, the fair value of WELH is around 13.65 EUR . This means that WELH is currently overvalued and has a potential downside of -7.46%.
Amundi S&P Global has no consensus analysts rating.
According to our own proprietary Forecast Model, WELH Amundi S&P Global will be worth about 15.8 in July 2026. The stock is currently trading at 14.75. This means that the stock has a potential upside of +7.05%.
| Issuer | Target | Up/Down from current |
|---|---|---|
| Wallstreet Target Price | - | - |
| Analysts Target Price | - | - |
| ValueRay Target Price | 15.8 | 7.1% |