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The investment objective of the Fund is to track the performance of the MSCI World ESG Broad CTB Select Index (the Index). The MSCI World ESG Broad CTB Select Index is based on the MSCI World Index, its parent index, and includes large and mid-cap securities across 23 Developed Markets countries. The Index aims to maximize exposure to positive environmental, social and governance (ESG) factors while maintaining risk and return characteristics similar to those of the respective underlying market capitalization weighted indexes.
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VS
The funds objective is to replicate the upwards and downwards movements on the MSCI ACWI IMI New Energy ESG Filtered Net Total Return Index. The index aims to represent the performance of stocks whose activities are linked to the development of products and services in the sectors of alternative energy, energy efficiency, batteries and smart grid technologies.
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Fund highlights

Fund comparison highlights
Fund name
Amundi MSCI World ESG Broad TransitionAmundi MSCI New Energy ESG Screened
EUR
EUR
EUR
EUR
AccumulatingDistributing
Fund size
€1.7B€1.1B
-0.89
Last price
€627.10€37.58
0.20%0.60%
Fund manager
Amundi IrelandAmundi AM
Benchmark
-MSCI ACWI IMI New Energy Filtered
Risk
Ticker
€LWCR€NRJ
Primary listing
PARPAR
Documents
Costs disclosure document
Costs disclosure document
Market data provided by CBOE Europe and Deutsche Börse.

Performance

CumulativeRolling yearsLump sum investment

Sector exposure

ChartTable
€LWCR
€NRJ

Top holdings

NVIDIA

5.49%

Apple

5.09%

Microsoft

3.87%

Alphabet Class C

3.23%

Amazon

2.81%

Broadcom

1.83%

Meta

1.35%

Micron Technology

1.15%

Tesla

1.08%

Other

74.10%

Schneider Electric

10.02%

Iberdrola

8.98%

Murata Manufact

7.76%

NextEra Energy

7.70%

GE Vernova

7.64%

Siemens Energy

7.58%

Exelon

4.66%

Vestas Wind Systems A/S

3.27%

Edison International

2.80%

Other

39.59%

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