(EUSRI) Amundi Index Solutions - - Ratings and Ratios

Amundi Index Solutions - Amundi MSCI Europe SRI PAB UCITS ETF DR C (PA:EUSRI) is designed to replicate the performance of the MSCI Europe SRI 5% Issuer Capped Index. Its primary objective is to align the sub-funds net asset value closely with the Indexs returns, ensuring minimal tracking error. This ETF is part of Amundis extensive index-tracking solutions, leveraging their expertise in passive investing to deliver precise market exposure.

As a Luxembourg-domiciled ETF, it benefits from a robust regulatory framework and efficient tax treatment, making it attractive to European investors. The fund is listed on Euronext Paris (PA) under the ticker EUSRI and falls under the Europe Large-Cap Blend Equity category. With a market cap of 2089.42M EUR, it offers substantial liquidity and scale for institutional and retail investors alike.

The ETFs underlying index, the MSCI Europe SRI 5% Issuer Capped, focuses on large-cap European equities while integrating Environmental, Social, and Governance (ESG) criteria. This approach excludes companies involved in controversial activities and applies a 5% issuer cap to prevent overexposure to any single issuer, enhancing diversification and risk management. The funds structure ensures that investors gain exposure to a portfolio of European companies that meet strict sustainability standards without compromising on broad market representation.

For fund managers and institutional investors, this ETF offers a cost-effective way to gain exposure to a diversified portfolio of European equities with a sustainable investing mandate. Its focus on minimizing tracking error ensures that the fund delivers returns in line with the underlying index, making it a reliable tool for portfolio construction. Additionally, the ETFs transparency, liquidity, and efficient trading on Euronext Paris make it a practical choice for both short-term and long-term investment strategies.