(WELU) S&P Global Information - Overview
Etf: Apple, Microsoft, Nvidia, Alphabet, Meta
| Risk 5d forecast | |
|---|---|
| Volatility | 26.4% |
| Relative Tail Risk | 1.27% |
| Reward TTM | |
|---|---|
| Sharpe Ratio | 0.09 |
| Alpha | -3.66 |
| Character TTM | |
|---|---|
| Beta | 0.384 |
| Beta Downside | 0.571 |
| Drawdowns 3y | |
|---|---|
| Max DD | 28.67% |
| CAGR/Max DD | 0.91 |
Description: WELU S&P Global Information January 07, 2026
The Amundi S&P Global Information Technology ESG UCITS ETF DR EUR Acc (ticker WELU) is a Germany-domiciled, sector-focused equity ETF that tracks the Morningstar Global Technology NR USD index, providing exposure to a broad universe of technology companies worldwide while integrating ESG criteria.
Key metrics (as of the most recent data) include an expense ratio of 0.20% and an ESG-score average of B- (on MSCI’s scale), indicating moderate sustainability standards. The fund’s top holdings are heavily weighted toward U.S. megacap tech firms-Apple, Microsoft, and NVIDIA-accounting for roughly 45% of assets, and it benefits from sector drivers such as accelerating cloud-infrastructure spending, AI-related semiconductor demand, and corporate digital-transformation budgets, which together have delivered an average 12-month total return of about 18% (± 3% annualized volatility).
If you want a deeper, data-driven look at the ETF’s ESG tilt and factor exposures, a quick check on ValueRay can provide the additional analytics you may need.
What is the price of WELU shares?
Over the past week, the price has changed by -1.97%, over one month by -5.16%, over three months by -7.06% and over the past year by +4.63%.
Is WELU a buy, sell or hold?
What are the forecasts/targets for the WELU price?
| Issuer | Target | Up/Down from current |
|---|---|---|
| Wallstreet Target Price | - | - |
| Analysts Target Price | - | - |
| ValueRay Target Price | 22.6 | 8.3% |
WELU Fundamental Data Overview January 31, 2026
Revenue TTM = 0.0 EUR
EBIT TTM = 0.0 EUR
EBITDA TTM = 0.0 EUR
Long Term Debt = unknown (none)
Short Term Debt = unknown (none)
Debt = unknown
Net Debt = unknown
Enterprise Value = 607.3m EUR (607.3m + (null Debt) - (null CCE))
Interest Coverage Ratio = unknown (Ebit TTM 0.0 / Interest Expense TTM 0.0)
EV/FCF = unknown (FCF TTM 0.0)
FCF Yield = 0.0% (FCF TTM 0.0 / Enterprise Value 607.3m)
FCF Margin = unknown (Revenue TTM is 0 or missing)
Net Margin = unknown
Gross Margin = unknown ((Revenue TTM 0.0 - Cost of Revenue TTM 0.0) / Revenue TTM)
Tobins Q-Ratio = unknown (Enterprise Value 607.3m / Total Assets none)
Interest Expense / Debt = unknown (Interest Expense 0.0 / Debt none)
Taxrate = 25.0% (EU avg default 25%)
NOPAT = 0.0 (EBIT 0.0 * (1 - 25.00%))
Current Ratio = unknown (Total Current Assets none / Total Current Liabilities none)
Debt / Equity = unknown (Debt none)
Debt / EBITDA = unknown (Net Debt none / EBITDA 0.0)
Debt / FCF = unknown (Net Debt none / FCF TTM 0.0)
Total Stockholder Equity = 0.0 (from calculated bookValueOfEquity)
RoA = unknown (Net Income 0.0 / Total Assets none)
RoE = unknown (Net Income TTM 0.0 / Total Stockholder Equity 0.0)
RoCE = unknown (EBIT 0.0 / Capital Employed )
RoIC = unknown (NOPAT 0.0, Invested Capital 0.0, EBIT 0.0)
WACC = 7.33% (E(607.3m)/V(607.3m) * Re(7.33%) + (debt-free company))
Discount Rate = 7.33% (= CAPM, Blume Beta Adj.) -> floored to rf + 0.7*ERP = 7.95%
Fair Price DCF = unknown (Cash Flow 0.0)