WELA.DE
Amundi MSCI ACWI SRI Climate Paris Aligned UCITS ETF DR - USD (A)
Global
EQUITY
Rules-Based
MANAGEMENT STYLE
€ 110.3 M
ASSETS UNDER MGMT
20 bp
EXPENSES
Fund Basics
| Inception date | Jul 21, 2022 |
| Regulation | UCITs |
| ISIN | IE0000ZVYDH0 |
| Distributions | |
| Currency | EUR |
| Holdings Transparency | Full |
| Derivatives-based | No |
| Options available | No |
| Currency hedged | No |
| Fund of funds | No |
Top 10 Holdings
| TAIWAN SEMICONDUCTOR MANUFAC | 5.7 % |
| NVIDIA CORP | 5.2 % |
| ASML HOLDING NV | 4.3 % |
| INTEL CORP | 3.7 % |
| LAM RESEARCH CORP | 2.7 % |
| APPLIED MATERIALS INC | 2.5 % |
| TEXAS INSTRUMENTS INC | 2.1 % |
| ANALOG DEVICES INC | 1.8 % |
| HOME DEPOT INC | 1.5 % |
| VERIZON COMMUNICATIONS INC | 1.3 % |
Constituent Breakdown
| Number of holdings | 385 |
| Herfindahl-Hirschman Index | 145 |
| Wgt avg mkt cap (mns) | $380,420 |
| Large cap (>$10bn) | 93.4% |
| Mid cap ($2-10bn) | 4.7% |
| Small cap (<$2bn) | 0.0% |
| Developed mkts. | 86.0% |
| Emerging mkts. | 12.5% |
Sector Breakdown
Country Exposure
 |
UNITED STATES | 52.1 % |
 |
TAIWAN | 6.5 % |
 |
NETHERLANDS | 6.3 % |
 |
JAPAN | 5.9 % |
 |
CANADA | 4.2 % |
 |
SWITZERLAND | 3.8 % |
 |
FRANCE | 3.5 % |
 |
BRITAIN | 1.8 % |
 |
CHINA | 1.6 % |
 |
AUSTRALIA | 1.6 % |
Historical Performance
Standardized Performance (as of 05/31/2026)
| YTD | 1 YR | 2 YR | 3 YR | 5 YR | 10 YR | 20 YR | Incep. | |
|---|---|---|---|---|---|---|---|---|
| Price Returns | 11.6% | 21.5% | 14.6% | 14.0% | -- | -- | -- | 10.0% |
| Dividend Yield | 0.0% | 0.0% | 0.0% | 0.0% | -- | -- | -- | 0.0% |
| Total Returns | 11.6% | 21.5% | 14.6% | 14.0% | -- | -- | -- | 10.0% | Ann. Volatility | 15.1% | 13.2% | 16.2% | 14.4% | -- | -- | -- | 14.9% |
Market Correlations
| versus... | Beta | R-squared |
| S&P 500 | 0.69 | 39% |
| MSCI EAFE | 0.43 | 25% |
| MSCI Emg Mkts | 0.37 | 32% |
Liquidity Measures
| Avg. volume (000) | 26 |
| ADV traded (mns) | $0 |
| Turnover | 0.4% |
| Avg. Bid/Ask (% of price) | 0.00% |
Technical Indicators
| 30d moving avg. (EMA) | $14.18 |
| Relative strength (RSI) | 63 |
| MACD/Signal | 0.20/0.20 |
| Bollinger Bands (Upper/Lower) | $14.71/$13.95 |
| Short interest (% of AUM) | 0.0% |
Distributions
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Comparable ETFs Based on Overlap
| Ticker | Fund Name | Overlap vs. WELA.DE |
Expenses vs. WELA.DE |
ALTAR Score™ vs. WELA.DE |
|---|---|---|---|---|
| XAMB.DE | Amundi MSCI World SRI Climate Paris Aligned UCITS ETF Acc | 84.7% | -2 bp | -0.2% |
| MWSH.DE | Amundi MSCI World SRI Climate Paris Aligned UCITS ETF Acc EU | 84.7% | 0 bp | -0.2% |
| WGES.DE | Amundi MSCI World SRI Climate Paris Aligned UCITS ETF Dist | 84.7% | -2 bp | -0.2% |
| CBUY.DE | iShares MSCI ACWI SRI UCITS ETF | 69.2% | 0 bp | +0.3% |
| SAWI.AS | iShares MSCI ACWI SRI UCITS ETF | 69.2% | 0 bp | +0.4% |
| SUSW.L | iShares MSCI World SRI UCITS ETF | 67.8% | 0 bp | +0.1% |
| SUWS.L | iShares MSCI World SRI UCITS ETF | 67.8% | 0 bp | +0.2% |
| SGWS.L | iShares MSCI World SRI UCITS ETF | 67.8% | +3 bp | +0.1% |
| SUAS.L | iShares MSCI USA SRI UCITS ETF | 49.7% | 0 bp | +0.3% |
| 3SUR.DE | iShares MSCI USA SRI UCITS ETF | 49.7% | +3 bp | +0.3% |
Risk and Returns: WELA.DE vs. Comps (1 YR)
Notes: Top 10 overlapping ETFs. Funds with insufficient history not shown. Some funds may overlap. Hover over data point for ticker symbol.
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Results & Estimates (EUR)
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | 2027 | ||
|---|---|---|---|---|---|---|---|---|---|
| Sales per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Earnings per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Dividends per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Book value per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- |
Return on Equity
Net Margins
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Valuation Metrics
| Fwd Est | 2025 | 2026 | 2027 | |
| Price-to-sales | --x | --x | --x | --x |
| Price-to-earnings | --x | --x | --x | --x |
| Price-to-cash flow | --x | --x | --x | --x |
| Price-to-growth | --x | --x | --x | --x |
| Price-to-book value | --x | --x | --x | --x |
| Yield | --% | --% | --x | --% |
Based on closing prices from 6/3/2026
Peer Group Comparison
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ETF Research Center Rating
4.6%
ALTAR SCORE™
56th
PERCENTILE
NEUTRAL
ETFRC RATING
There are 727 funds in the Global Equity category with an average
ALTAR Score™ of 4.3% and a standard deviation
of 2.6%. WELA.DE's ALTAR Score™ is approximately 0.1 standard
deviations above the category average. This places WELA.DE in the 56th percentile
among funds in the category.
Sell-Side Consensus
€16.49
PRICE TARGET
+10.9%
UPSIDE