JARI 📈 Amundi Index Solutions - - Overview
Exchange: XETRA • Country: Germany • Currency: EUR • Type: Etf • ISIN: LU2233156749 • Japan Large-Cap Equity
JARI: Index, ETF, Funds, Japan, Stocks, Investments
Amundi Index Solutions, specifically the Amundi Index MSCI Japan SRI PAB UCITS ETF DR (C) EUR, listed on XETRA as JARI, is a financial instrument designed to track the performance of a specific index. The company behind this ETF, Amundi, operates out of Luxembourg, a domicile known for its favorable financial regulations and stable economic environment. The ETF is categorized under Japan Large-Cap Equity, indicating its focus on large-cap companies within the Japanese market. This classification suggests that the fund invests in established, blue-chip companies in Japan, which can provide a certain level of stability and dividend income for investors.
The ETF is linked to the Morningstar Japan TME NR JPY index, which implies that its performance is benchmarked against this specific index. The Morningstar index is designed to capture the overall performance of the Japanese equity market, with a focus on total market equity. The use of 'TME' in the index name suggests a total market equity approach, aiming to represent nearly all of the Japanese equity market. The 'NR JPY' part of the name indicates that the index is calculated in Japanese Yen and is net return, meaning it reflects the performance of the index after deducting certain costs associated with managing the index. This approach helps in providing investors with a comprehensive view of the Japanese market's performance, minus the fees that would be incurred in a real-world investment scenario.
As an ETF, the Amundi Index MSCI Japan SRI PAB UCITS ETF DR (C) EUR offers investors the ability to buy and sell shares throughout the trading day, providing liquidity and flexibility. The 'SRI' in its name stands for Socially Responsible Investing, indicating that the fund incorporates environmental, social, and governance (ESG) criteria into its investment process. This means the ETF is designed to appeal to investors who are not only looking for financial returns but also want their investments to align with their values and contribute to a more sustainable future. The 'PAB' part of the name refers to the Paris Aligned Benchmark, signifying that the fund's investment strategy is aligned with the goals of the Paris Agreement, focusing on reducing carbon emissions and mitigating climate change.
The ISIN code LU2233156749 is a unique identifier for this ETF, crucial for trading, clearing, and settlement purposes. It helps in distinguishing this particular financial instrument from others in the global market. The fact that it's a UCITS (Undertakings for the Collective Investment in Transferable Securities) compliant fund means it adheres to a set of EU directives aimed at standardizing investment products, enhancing transparency, and protecting investors. This compliance ensures that the fund operates under strict regulatory guidelines, providing an additional layer of security and oversight for investors.
Additional Sources for JARI ETF
JARI ETF Overview
Market Cap in USD | 106,580m |
Category | Japan Large-Cap Equity |
IPO / Inception | 2020-10-13 |
JARI ETF Ratings
Growth 5y | 4.44% |
Fundamental | - |
Dividend | - |
Rel. Strength Industry | -75.2 |
Analysts | - |
Fair Price Momentum | 41.32 EUR |
Fair Price DCF | - |
JARI Dividends
No Dividends PaidJARI Growth Ratios
Growth Correlation 3m | -12.3% |
Growth Correlation 12m | 28.4% |
Growth Correlation 5y | -26.2% |
CAGR 5y | 3.19% |
CAGR/Mean DD 5y | 0.27 |
Sharpe Ratio 12m | -0.04 |
Alpha | -13.47 |
Beta | 0.54 |
Volatility | 14.70% |
Current Volume | 5.5k |
Average Volume 20d | 3.3k |
As of December 22, 2024, the stock is trading at EUR 45.42 with a total of 5,482 shares traded.
Over the past week, the price has changed by -3.26%, over one month by +0.95%, over three months by -2.41% and over the past year by +4.63%.
Neither. Based on ValueRay Analyses, Amundi Index Solutions - is currently (December 2024) neither a good nor a bad stock to buy. It has a ValueRay Growth Rating of 4.44 and therefor a technical neutral rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of JARI as of December 2024 is 41.32. This means that JARI is currently overvalued and has a potential downside of -9.03%.
Amundi Index Solutions - has no consensus analysts rating.
According to ValueRays Forecast Model, JARI Amundi Index Solutions - will be worth about 45.3 in December 2025. The stock is currently trading at 45.42. This means that the stock has a potential downside of -0.31%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | - | - |
Analysts Target Price | - | - |
ValueRay Target Price | 45.3 | -0.3% |