(JUPI) Amundi Index Solutions - Ratings and Ratios
Exchange: XETRA • Country: Germany • Currency: EUR • Type: Etf • ISIN: LU2300294746 • Japan Large-Cap Equity
JUPI: Indexes, ETFs, Investment, Funds, Climate, Sustainability
The Amundi Index Solutions - AUMNDI MSCI Japan ESG Climate Net Zero Ambition CTB UCITS ETF (Ticker: JUPI), listed on XETRA, is a UCITS-compliant ETF managed by Amundi, one of Europes leading asset management firms. The fund is domiciled in Luxembourg, a jurisdiction known for its robust regulatory framework and favorable tax environment for investment funds.
The ETF tracks the Morningstar Japan TME NR JPY Index, which focuses on large-cap companies listed in Japan. This index is designed to provide exposure to Japanese equities while incorporating ESG criteria and aligning with the goal of achieving net-zero carbon emissions by 2050. By targeting companies that meet specific ESG standards, the fund appeals to investors seeking sustainable investment opportunities in Japan.
With assets under management (AUM) of approximately €6,770.32 million as of the latest data, this ETF has attracted significant investor interest. Its size reflects its popularity among investors looking for exposure to Japans large-cap market with an ESG and climate-conscious lens. The funds structure allows it to be traded on XETRA, making it accessible to a broad range of investors across Europe.
Looking ahead, the fund is well-positioned to benefit from Japans ongoing efforts to transition to a low-carbon economy. As global investors increasingly prioritize ESG factors, the demand for ETFs like JUPI that combine robust investment strategies with sustainability goals is expected to grow. Additionally, Japans corporate sector is undergoing significant changes, including improvements in governance and a shift toward renewable energy, which could enhance the long-term performance of the funds underlying index.
Additional Sources for JUPI ETF
JUPI ETF Overview
Market Cap in USD | 7,311m |
Category | Japan Large-Cap Equity |
TER | 0.15% |
IPO / Inception | 2023-01-20 |
JUPI ETF Ratings
Growth 5y | 39.9% |
Fundamental | - |
Dividend | 47.0% |
Rel. Strength | -18.5 |
Analysts | - |
Fair Price Momentum | 45.88 EUR |
Fair Price DCF | - |
JUPI Dividends
Dividend Yield 12m | 1.68% |
Yield on Cost 5y | 1.95% |
Annual Growth 5y | 4.79% |
Payout Consistency | 100.0% |
JUPI Growth Ratios
Growth Correlation 3m | -2.3% |
Growth Correlation 12m | 78.5% |
Growth Correlation 5y | 60.9% |
CAGR 5y | 3.74% |
CAGR/Max DD 5y | 0.19 |
Sharpe Ratio 12m | -0.38 |
Alpha | -9.13 |
Beta | 0.780 |
Volatility | 13.92% |
Current Volume | 0.5k |
Average Volume 20d | 1.3k |
As of April 03, 2025, the stock is trading at EUR 49.76 with a total of 452 shares traded.
Over the past week, the price has changed by -4.78%, over one month by -6.72%, over three months by -4.34% and over the past year by -0.84%.
Partly, yes. Based on ValueRay Analyses, Amundi Index Solutions (XETRA:JUPI) is currently (April 2025) ok to buy, but has to be watched. It has a Growth Technical Rating of 39.94 and therefor an somewhat technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of JUPI as of April 2025 is 45.88. This means that JUPI is currently overvalued and has a potential downside of -7.8%.
Amundi Index Solutions has no consensus analysts rating.
According to ValueRays Forecast Model, JUPI Amundi Index Solutions will be worth about 51.4 in April 2026. The stock is currently trading at 49.76. This means that the stock has a potential upside of +3.26%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | - | - |
Analysts Target Price | - | - |
ValueRay Target Price | 51.4 | 3.3% |