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

Exchange: XETRA • Country: Germany • Currency: EUR • Type: Etf • ISIN: IE0005NYD352

Consumer Goods, Food, Household Products, Beverages, Tobacco

Description: WELM Amundi S&P Global Consumer

The Amundi S&P Global Consumer Staples ESG UCITS ETF DR EUR Inc (XETRA:WELM) is a Sector Equity Consumer Goods & Services ETF listed on the XETRA exchange, originating from Germany. It tracks a custom index comprising 50% MSCI World Consumer Discretionary NR and 50% MSCI World Consumer Staples NR, providing diversified exposure to global consumer goods and services.

From a quantitative perspective, key performance indicators (KPIs) such as the ETFs expense ratio, tracking error, and trading volume can be crucial in evaluating its effectiveness. Although not provided, its essential to monitor these metrics to ensure the ETF is operating efficiently. Additionally, analyzing the underlying indexs composition, sector allocation, and geographic distribution can offer insights into the ETFs potential performance and risk profile.

The ETFs focus on ESG (Environmental, Social, and Governance) criteria is noteworthy, as it caters to the growing demand for sustainable investing. To further assess its ESG credentials, one could examine the ETFs carbon footprint, ESG rating, and the underlying holdings adherence to ESG principles. This information can help investors align their investments with their values and risk tolerance.

To make informed investment decisions, its crucial to evaluate the ETFs historical performance, including its returns, volatility, and Sharpe ratio, relative to its benchmark and peers. Furthermore, analyzing the ETFs dividend yield, payout consistency, and income generation can be essential for income-seeking investors.

Additional Sources for WELM ETF

Tweets: X | Stocktwits
Fund Manager Positions: Dataroma | Stockcircle

WELM ETF Overview

Market Cap in USD 309m
Category Sector Equity Consumer Goods & Services
IPO / Inception 2022-09-20

WELM ETF Ratings

Growth Rating 5.57
Fundamental -
Dividend Rating 1.24
Rel. Strength -10.1
Analysts -
Fair Price Momentum 8.49 EUR
Fair Price DCF -

WELM Dividends

Dividend Yield 12m 2.11%
Yield on Cost 5y 2.22%
Annual Growth 5y -6.54%
Payout Consistency 94.3%
Payout Ratio %

WELM Growth Ratios

Growth Correlation 3m -66.5%
Growth Correlation 12m -25.2%
Growth Correlation 5y 61.4%
CAGR 5y 0.87%
CAGR/Max DD 5y 0.07
Sharpe Ratio 12m -0.15
Alpha -8.01
Beta 0.164
Volatility 12.31%
Current Volume 1.4k
Average Volume 20d 1.4k
Stop Loss 9.1 (-2.9%)
What is the price of WELM shares?
As of July 16, 2025, the stock is trading at EUR 9.37 with a total of 1,352 shares traded.
Over the past week, the price has changed by -1.30%, over one month by -2.21%, over three months by -4.17% and over the past year by -2.83%.
Is Amundi S&P Global Consumer a good stock to buy?
Neither. Based on ValueRay´s Analyses, Amundi S&P Global Consumer is currently (July 2025) neither a good nor a bad stock to buy. It has a ValueRay Growth Rating of 5.57 and therefor a technical neutral rating according to historical growth.
Based on momentum, paid dividends and discounted-cash-flow analyses, the fair value of WELM is around 8.49 EUR . This means that WELM is currently overvalued and has a potential downside of -9.39%.
Is WELM a buy, sell or hold?
Amundi S&P Global Consumer has no consensus analysts rating.
What are the forecasts for WELM share price target?
According to our own proprietary Forecast Model, WELM Amundi S&P Global Consumer will be worth about 9.2 in July 2026. The stock is currently trading at 9.37. This means that the stock has a potential downside of -1.71%.
Issuer Target Up/Down from current
Wallstreet Target Price - -
Analysts Target Price - -
ValueRay Target Price 9.2 -1.7%