30.03.2021

Amundi Enhances Sustainable ETF Fixed Income Range with Launch of Euro Ultra-Short Maturity Corporate Bond ESG ETF

Amundi, Europe’s largest asset manager 1 and a pioneer in Responsible Investing, today announces the expansion of its ESG ETF range, with the launch of an additional fixed income fund, the “Amundi Euro Corp 0-1Y ESG - UCITS ETF DR”. Listed on Xetra, the ETF is offered to investors with a competitive ongoing charge (OGC) of 0.08% 2.

 

Amundi has a long heritage over 40 years of bond investing and more than € 790 billion 3 in fixed income assets under management.  Combining this expertise with an undisputable leadership in responsible investing, Amundi is ideally positioned to accompany investors in their ESG transition, providing them with a robust range of sustainable fixed income investment solutions.

 

The Amundi Euro Corp 0-1Y ESG - UCITS ETF DR:

  • Provides exposure to investment grade, euro-denominated bonds with an ultra-short maturity of between 1 month and 1 year along with strict ESG screening.
  • Applies exclusion filters on companies involved in controversial activities including adult entertainment, tobacco, weapons and thermal coal 4.

With the addition of this new fund, Amundi now offers investors the core fixed income building blocks with a high intensity ESG integration. The range now comprises exposure to Euro Aggregate SRI, Euro Corporate SRI, Euro Corporate SRI 0-3 and US Corporate SRI and ultra-short 0-1Y Euro Corporate ESG indices. All these ETFs are classified under Article 8 of SFDR.

 

Fannie Wurtz, Head of Amundi ETF, Indexing and Smart Beta, says: “We fundamentally believe that ETFs play an important role in democratising ESG. With this addition to our range we are empowering all investors to cost-effectively integrate ESG in this core fixed income exposure.”

 

Amundi is a recognised European leader in the ETF market and offers over 150 ETFs 5 across all main asset classes, geographic regions and a large number of sectors and themes. Amundi is leading the ESG transformation and its ETF, Indexing and Smart Beta platform is known for its wide range of high-quality, cost-effective ESG solutions.

 

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

 

 


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 Source: Amundi, as of end December 2020

In addition to adult entertainment, tobacco, weapons and thermal coal companies, exclusion filters are also applied to companies involved in Alcohol, Gambling, Nuclear Power, GMO and oil sands sectors.

5 Source : Amundi ETF as of end Februray 2021

 

 

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.

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The information contained in this material is deemed accurate as at December 2020.

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 ESG Global Low Carbon Fund is provided solely to enable journalists, media professionals and media to have an overview of Amundi ESG Low Carbon Index Fund 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.

Amundi, the leading European asset manager, ranking among the top 10 global players 6, 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 hubs7, 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 assets8.

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 8.

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

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

8 Amundi data as of 31/12/2020

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