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

The Amundi S&P Global Consumer Discretionary ESG UCITS ETF DR EUR Acc is an exchange-traded fund (ETF) listed on the XETRA exchange with the ticker symbol WELJ. It is a Sector Equity Consumer Goods & Services ETF, providing investors with exposure to the global consumer discretionary sector while incorporating Environmental, Social, and Governance (ESG) considerations.

The fund tracks a custom index comprising 50% MSCI World Consumer Discretionary NR and 50% MSCI World Consumer Staples NR, offering a blended exposure to both consumer discretionary and staples sectors. This unique composition may help mitigate risks associated with market fluctuations by diversifying across related yet distinct segments within the consumer goods and services industry.

From a performance perspective, the ETF has shown variability in its price movements, with a 52-week high of €14.77 and a low of €10.50. The current price is €12.38, indicating a moderate recovery from its lows. The Average True Range (ATR) of 0.13 (€1.05% of the current price) suggests relatively contained volatility, which may appeal to risk-averse investors or those seeking to manage their exposure to market fluctuations.

Key Performance Indicators (KPIs) to monitor for this ETF include its tracking error relative to its underlying index, expense ratio, and Assets Under Management (AUM). With an AUM of €239.46 million, the fund has a reasonable size, potentially offering liquidity and economies of scale. Investors should also consider the funds ESG screening methodology and its impact on the portfolios composition and performance. Other relevant metrics include the ETFs dividend yield, turnover rate, and sector allocation to assess its alignment with investment objectives and risk tolerance.

To further evaluate the ETFs potential, investors can analyze its holdings, sector weights, and geographic distribution. The consumer discretionary sector is sensitive to economic cycles, so understanding the ETFs exposure to different regions and segments can provide insights into its resilience and growth prospects. By combining these analyses, investors can make a more informed decision about whether the Amundi S&P Global Consumer Discretionary ESG UCITS ETF aligns with their investment strategies and goals.