27.04.2021

Amundi adds a fixed income exposure to its Climate Paris Aligned ETF range

Amundi, Europe’s largest asset manager 1 and a pioneer in Responsible Investing, today announces the expansion of its Climate ETF range, with the launch of a fixed income fund, the “Amundi iCPR Euro Corp Climate Paris Aligned PAB - UCITS ETF DR”. Listed on Xetra, the ETF is offered to investors with an ongoing charge (OGC) of 0.16% 2 making it the lowest-cost Euro Corporate Bond PAB ETF 3.

 

As a long-term advocate of responsible investing, Amundi has notably developed a widely recognised leadership in climate indexing solutions, pioneering low carbon index investing in 2014 and subsequently launching one of the first Paris Aligned Benchmark (PAB) ETFs in 2020. Amundi now adds a fixed income exposure to its range of PAB ETFs intended to meet the needs of investors seeking to respond quickly to the climate emergency.

The Amundi iCPR Euro Corp Climate Paris Aligned PAB - UCITS ETF DR offers investors:

  • Investment Grade, Euro corporate credit exposure aligned with the Paris Agreement
  • An investment solution designed to reduce average Greenhouse gas emissions by 50% vs its investable universe with an additional year-on-year self-decarbonisation of -7% objective
  • Exclusions based on normative and sector criteria

With the addition of this new fund, Amundi now offers a wide range of Paris-aligned climate ETFs, spanning both equity and fixed income.  The range comprises exposure to Euro Corporate fixed income as well as Eurozone, European, and global developed equity markets, all of the ETFs in this range are classified under Article 9 of SFDR.

Fannie Wurtz, Head of Amundi ETF, Indexing and Smart Beta, says: “The launch of this ETF illustrates our unwavering commitment to developing simple, ready-to-use tools that help investors to implement their ESG and climate strategy depending on their objectives and constraints. We believe that ETFs have a critical role to play in driving the transition to a low carbon economy.”

Further information about Amundi ETF can be found on the amundietf.com website.

This document and information included herein about the Amundi ETF funds is intended solely for journalists and media professionals, provided solely to enable them to have an overview of these funds, exclusively for their own independent editorial. Amundi Asset Management assumes no liability, whether direct or indirect, that may result from using any information contained in this document. In no circumstances may Amundi Asset Management be held liable for any decision taken on the basis of this information.

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Important information

Main Risks: Investment in a Fund carries a substantial degree of risk such as Risk of capital loss - Underlying risk - Volatility Risk. Before any investment, please read the detailed descriptions of the main risks in the KIID and prospectus.

This document is not intended for citizens or residents of the United States of America or to any «U.S. Person», as this term is defined in SEC Regulation S under the U.S. Securities Act of 1933. The « US Person » definition is provided in the legal mentions of our website.

This document is not deemed to be communicated to, or used by, any person, qualified investor or not, from any country or jurisdiction which laws or regulations would prohibit such communication or use.

The content of this document is for information purposes only and does not constitute a recommendation to buy or sell. This material is neither a contract nor a commitment of any sort. Amundi Asset Management accepts no liability, whether direct or indirect, that may result from using any information contained in this document. In no circumstances may Amundi Asset Management be held liable for any decision taken on the basis of this information.

Some of the funds or sub-funds of the Amundi Index Solutions SICAV (the ≪Funds≫) described in this document may not be authorized for distribution in your country. Before any subscriptions, the potential investor must read the offering documents of the Funds approved by the Autorité des Marchés Financiers for French Funds or by the Commission de Surveillance du Secteur Financier of Luxembourg for the sub-funds of the Luxembourg Sicav Amundi Index Solutions, including the KIID, available on amundi.com or amundietf.com or upon request from the headquarters of the Sicav or free of charge from CACEIS Bank, 1-3 place Valhubert 75013 Paris – France, French Paying Agent of the Sicav. 

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The provided information is not guaranteed to be accurate, exhaustive or relevant: although it has been prepared based on sources that Amundi Asset Management considers to be reliable it may be changed without notice. Information remains inevitably incomplete, based on data established at a specific time and may change.

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The information contained in this material is deemed accurate as at April 2021.

Amundi Asset Management, société par actions simplifiées with share capital of 1 086 262 605   € - Portfolio manager regulated by the Autorité des Marchés Financiers (AMF or French Financial Markets Authority) under number GP04000036 – Registered office: 90 boulevard Pasteur – 75015 Paris – France – 437 574 452 RCS Paris - www.amundi.com

Disclaimer UK

This document is intended solely for the attention of journalists and professionals of the press/media sector. The information contained herein concerning Amundi iCPR Euro Corp Climate Paris Aligned PAB - UCITS ETF DR is provided solely to enable journalists, media professionals and media to have an overview of Amundi iCPR Euro Corp Climate Paris Aligned PAB - UCITS ETF DR and whatever use they make, which is exclusively for independent editorial, Amundi assumes no responsibility. The information in this document is as at 18 November 2020 except where otherwise stated. This material is based on sources that Amundi considers to be reliable at the time of publication. Data, opinions and analysis may be changed without notice.

For Professional Clients only. This document is being issued in the United Kingdom by Amundi (UK) Limited, 41 Lothbury, London EC2R 7HF, which is authorised and regulated by the Financial Conduct Authority (the “FCA”) under number 114503. This may be checked at https://register.fca.org.uk/ and details about the extent of regulation by the FCA are available on request. This document is only directed at persons who are Professional Clients (as defined in the FCA’s Handbook of Rules and Guidance), must not be distributed to the public and must not be relied or acted upon by any other persons.

 


1 Source IPE “Top 500 asset managers” published in June 2020 and based on AUM as of end December 2019

2 OGC: Ongoing charges - annual, all taxes included. The ongoing charges represent the charges taken from the fund over a year. Until the fund has closed its accounts for the first time, the ongoing charges are estimated. Transaction cost and commissions may occur when trading ETFs.

3  At launch date

Amundi, the leading European asset manager, ranking among the top 10 global players 4, offers its 100 million clients – retail investors, institutional investors and companies – a complete range of savings and investment solutions in active and passive management, in traditional or real assets. With its six international investment hubs 5, financial and extra-financial research capabilities and long-standing commitment to responsible investment, Amundi is a key player in the asset management landscape. Amundi clients benefit from the expertise and advice of 4,700 employees in nearly 35 countries. A subsidiary of the Crédit Agricole group and listed on the stock exchange, Amundi currently manages over €1.7 trillion in assets 6.

Amundi ETF, Indexing and Smart Beta is one of Amundi’s strategic business areas. With over 30 years of expertise in index solutions replication and development, Amundi is a leader in ETF UCITS and a partner of choice in index management, recognised for its innovation and competitiveness. The platform is also known for its ability to develop Smart Beta & Factor Investing solutions. Responsible investment is one of the platform’s strengths, not only for open funds but also for ESG and climate solutions. The business line manages over €158 billion of assets.7

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4 Source: IPE “Top 500 Asset Managers”, published in June 2020, based on AuM at 31/12/2019.

5 Boston, Dublin, London, Milan, Paris and Tokyo

6 Amundi data as of 31/12/2020

7 Amundi data as at 31/12/2020

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