17.09.2019

Amundi enlarges its SRI range with a new fixed income ETF

Amundi, Europe’s largest asset manager with over 1,487 billion[1] euros of assets under management, including 297 billion in Responsible Investment assets, completes its SRI ETF range by launching the “Amundi Index Euro Corporate SRI 0-3Y – UCITS ETF DR”. This new ETF provides diversified exposure to short-dated Euro denominated corporate bonds from issuers with strong ESG credentials.

Amundi Index Euro Corporate SRI 0-3Y – UCITS ETF DR gives exposure to investment grade corporate bonds with a maturity between 0 and 3 years. Issuers are scored according to their ESG performance and those involved in alcohol, tobacco, military weapons, civilian firearms, gambling, adult entertainment, GMO and nuclear power are excluded. The result is a portfolio of over 690[2] Euro-denominated Corporate Bonds from issuers with an outstanding ESG rating.

The ETF tracks the Bloomberg Barclays MSCI Euro Corporate ESG BB+ Sustainability SRI 0-3 Year Index. It is offered to investors with a highly competitive ongoing charge[3] of 0.12% per year, which makes it the lowest cost[4] SRI-focused fixed income ETF in Europe.

Amundi Index Euro Corporate SRI 0-3Y – UCITS ETF DR is part of a range of Low Carbon and SRI equity and fixed income ETFs that Amundi started back in 2015. The expansion of Amundi’s SRI ETF range follows investor’s growing demand for passive Responsible Investment solutions.

Fannie Wurtz, Head of Amundi ETF, Indexing & Smart Beta, commented: “Having been a pioneer in responsible investment, Amundi continues to expand its SRI offering. This launch demonstrates our commitment to meet the growing investor demand for passive solutions with ESG filters at very competitive prices.”

 

ETF name

ISIN code

Bloomberg
Ticker  

Ongoing charges1

Equity (available in ETF and index fund vehicle)

Amundi Index MSCI World SRI - UCITS ETF DR

LU1861134382

WSRI FP

0.18%

Amundi Index MSCI USA SRI - UCITS ETF DR

LU1861136247

USRI FP

0.18%

Amundi Index MSCI Europe SRI - UCITS ETF DR

LU1861137484

EUSRI FP

0.18%

Amundi Index MSCI Emerging Markets SRI - UCITS ETF DR

LU1861138961

EMSRI FP

0.25%

 

Fixed Income (available in ETF and index fund vehicle)

New! Amundi Index Euro Corporate SRI 0-3Y – UCITS ETF DR

LU2037748774

ECRP3 FP

0.12%

Amundi Index US Corp SRI – UCITS ETF DR

LU1806495575

UCRP FP

0.16%

Amundi Index Euro Agg Corporate SRI – UCITS ETF DR

LU1437018168

ECRP FP

0.16%

 

Further information about Amundi ETF can be found at amundietf.com.

 

This document is intended solely for journalists and media professionals. The information about the Amundi ETF funds is provided solely to enable journalists and media professionals to have an overview of these funds, and whatever use they make, which is exclusively for independent editorial, Amundi Asset Management assumes no responsibility.

 

^ [1] Amundi figures as of June 30, 2019

^ [2] Source: Amundi as of August 2019

^ [3] 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.

^ [4] At launch date. Comparison based on ongoing charges of SRI fixed income ETFs in Europe. Data from Bloomberg as of 31/08/2019. Analysis excluding third party commissions/costs incurred directly by investors when trading.

Maitland/AMO

Jais Mehaji - Tel: +44 20 7379 5151 - jmehaji@maitland.co.uk

 Amundi ETF, Indexing & Smart Beta

Ben Thompson - Tel: 44 20 7 074 9368 - ben.thompson@amundi.com

Amundi AM

Natacha Andermahr-Sharp - Tel: +33 1 76 37 86 05 - natacha.andermahr-sharp@amundi.com

Having been a pioneer of the European ETF market, Amundi ranks among the top four European ETF providers, with more than €48,5bn in assets under management[1]. Amundi ETF offers investors a broad range of more than 130 ETFs characterized by continuous innovation and competitive prices.

Dedicated teams are located in major European countries and rely on a wide network of “Authorised Participants” (more than 65 market makers).

 

 

^ [1] Source: Amundi ETF as of August 2019

Amundi is Europe’s largest asset manager by assets under management and ranks in the top 10[1] globally. It manages 1,487 billion[2] euros of assets across six main investment hubs[3]. Amundi offers its clients in Europe, Asia-Pacific, the Middle East and the Americas a wealth of market expertise and a full range of capabilities across the active, passive and real assets investment universes. Clients also have access to a complete set of services and tools. Headquartered in Paris, Amundi was listed in November 2015.

Thanks to its unique research capabilities and the skills of close to 4,500 team members and market experts based in 37 countries, Amundi provides retail, institutional and corporate clients with innovative investment strategies and solutions tailored to their needs, targeted outcomes and risk profiles.

 

Amundi. Confidence must be earned.

 

Visit amundi.com for more information or to find an Amundi office near you.

 

 

7 Amundi figures as of June 30, 2019

^ [1] Source IPE “Top 400 asset managers” published in June 2019 and based on AUM as of end December 2018

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^ [3] Investment hubs: Boston, Dublin, London, Milan, Paris and Tokyo