EGV1 📈 Multi Units Luxembourg - - Overview

Exchange: XETRA • Country: Germany • Currency: EUR • Type: Etf • ISIN: LU2082997946 • Sector Equity Financial Services

EGV1: Insurance, Financial, Services

Multi Units Luxembourg - Amundi STOXX Europe 600 Insurance UCITS ETF Inc, listed on XETRA under the ticker symbol EGV1, is an exchange-traded fund (ETF) that provides investors with exposure to the European insurance sector.

The fund is domiciled in Luxembourg, a well-established hub for investment funds in Europe, known for its favorable regulatory environment and high standards of investor protection.

As part of the Amundi group, a leading European asset manager, the fund benefits from the expertise and resources of a large and experienced investment management team.

The fund's underlying index is the Morningstar Global Financial Services Total Market Net Return USD, which tracks the performance of the global financial services sector, including insurance companies.

However, it's worth noting that the fund's name suggests a focus on the STOXX Europe 600 Insurance index, which is a subset of the broader STOXX Europe 600 index, tracking the performance of the 600 largest and most liquid stocks in Europe, with a specific focus on the insurance sector.

This discrepancy may indicate that the fund's investment strategy is not strictly tied to the Morningstar index, but rather uses it as a benchmark to measure its performance, while actually tracking the STOXX Europe 600 Insurance index.

As an ETF, the fund offers investors the benefits of diversification, liquidity, and transparency, allowing them to gain exposure to the European insurance sector in a single trade.

For more information on the fund, including its investment strategy, holdings, and performance, investors can visit the Amundi website at https://first-eagle.amundi.com/.

Additional Sources for EGV1 ETF

Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle

EGV1 ETF Overview

Market Cap in USD 75m
Category Sector Equity Financial Services
TER 0.30%
IPO / Inception 2024-03-25

EGV1 ETF Ratings

Growth 5y 71.5%
Fundamental -
Dividend 46.0%
Rel. Performance Sector -1.58
Analysts -
Fair Price Momentum 91.00 EUR
Fair Price DCF -

EGV1 Dividends

Dividend Yield 12m 2.74%
Yield on Cost 5y 4.43%
Annual Growth 5y 1.95%
Payout Consistency 84.26%

EGV1 Growth Ratios

Growth Correlation 3m 29.7%
Growth Correlation 12m 93.7%
Growth Correlation 5y 92.7%
CAGR 5y 10.27%
CAGR/Mean DD 5y 1.43
Sharpe Ratio 12m 1.37
Alpha -2.83
Beta 0.73
Volatility 13.13%
Current Volume 0.9k
Average Volume 20d 0.4k
What is the price of EGV1 stocks?
As of December 04, 2024, the stock is trading at EUR 87.48 with a total of 945 shares traded.
Over the past week, the price has changed by +0.52%, over one month by +3.28%, over three months by +4.10% and over the past year by +24.80%.
Is Multi Units Luxembourg - a good stock to buy?
Yes. Based on ValueRay Analyses, Multi Units Luxembourg - (XETRA:EGV1) is currently (December 2024) a good stock to buy. It has a ValueRay Growth Rating of 71.54 and therefor a clear technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of EGV1 as of December 2024 is 91.00. This means that EGV1 is currently overvalued and has a potential downside of 4.02%.
Is EGV1 a buy, sell or hold?
Multi Units Luxembourg - has no consensus analysts rating.
What are the forecast for EGV1 stock price target?
According to ValueRays Forecast Model, EGV1 Multi Units Luxembourg - will be worth about 100.4 in December 2025. The stock is currently trading at 87.48. This means that the stock has a potential upside of +14.71%.
Issuer Forecast Upside
Wallstreet Target Price - -
Analysts Target Price - -
ValueRay Target Price 100.4 14.7%