WELY 📈 Amundi S&P Global - Overview

Exchange: XETRA • Country: Germany • Currency: EUR • Type: Etf • ISIN: IE000ENYES77 • Sector Equity Financial Services

WELY: Financials, Banking, Insurance, Investments

The Amundi S&P Global Financials ESG UCITS ETF DR EUR Inc is an exchange-traded fund (ETF) that tracks the performance of the S&P Global Financials ESG Index. This index is designed to measure the performance of financial companies that meet certain environmental, social, and governance (ESG) criteria.

The ETF is domiciled in Ireland, which means it is registered and regulated by the Irish authorities. This provides a high level of regulatory oversight and protection for investors.

The ETF's investment objective is to replicate the performance of the S&P Global Financials ESG Index, which is a subset of the broader S&P Global Financials Index. The ESG index is designed to exclude companies that do not meet certain ESG standards, such as those involved in controversial weapons, tobacco, or thermal coal.

The ETF is listed on the XETRA stock exchange under the ticker symbol WELY, and is denominated in euros. This means that investors can buy and sell shares in the ETF on the XETRA exchange, and the ETF's net asset value (NAV) will be calculated in euros.

The ETF's management company is Amundi, a leading global asset manager with a strong track record of managing ETFs. Amundi is responsible for managing the ETF's portfolio and ensuring that it tracks the performance of the underlying index.

The Morningstar Gbl Fin Svc TME NR USD index, mentioned in the original description, is likely a reference to the ETF's benchmark index, which is used to measure its performance. This index is a Morningstar proprietary index that tracks the performance of global financial services companies.

Overall, the Amundi S&P Global Financials ESG UCITS ETF DR EUR Inc provides investors with a way to gain exposure to the global financial sector while incorporating ESG considerations into their investment decisions. This can be an attractive option for investors who want to align their investments with their values and promote sustainable practices.

Additional Sources for WELY ETF

Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle

WELY ETF Overview

Market Cap in USD 664m
Category Sector Equity Financial Services
TER 0.00%
IPO / Inception 2022-09-20

WELY ETF Ratings

Growth 5y 82.2%
Fundamental -
Dividend 47.7%
Rel. Performance Sector -0.13
Analysts -
Fair Price Momentum 16.52 EUR
Fair Price DCF -

WELY Dividends

Dividend Yield 12m 1.50%
Yield on Cost 5y 2.54%
Annual Growth 5y 182.72%
Payout Consistency 100.00%

WELY Growth Ratios

Growth Correlation 3m 96.4%
Growth Correlation 12m 96.8%
Growth Correlation 5y 87.5%
CAGR 5y 27.45%
CAGR/Mean DD 5y 8.88
Sharpe Ratio 12m 2.45
Alpha 17.14
Beta 0.62
Volatility 11.19%
Current Volume 2.4k
Average Volume 20d 4.6k
What is the price of WELY stocks?
As of December 04, 2024, the stock is trading at EUR 15.29 with a total of 2,359 shares traded.
Over the past week, the price has changed by +1.93%, over one month by +8.08%, over three months by +16.54% and over the past year by +45.47%.
Is Amundi S&P Global a good stock to buy?
Yes. Based on ValueRay Analyses, Amundi S&P Global (XETRA:WELY) is currently (December 2024) a good stock to buy. It has a ValueRay Growth Rating of 82.15 and therefor a clear technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of WELY as of December 2024 is 16.52. This means that WELY is currently overvalued and has a potential downside of 8.04%.
Is WELY a buy, sell or hold?
Amundi S&P Global has no consensus analysts rating.
What are the forecast for WELY stock price target?
According to ValueRays Forecast Model, WELY Amundi S&P Global will be worth about 18.2 in December 2025. The stock is currently trading at 15.29. This means that the stock has a potential upside of +18.71%.
Issuer Forecast Upside
Wallstreet Target Price - -
Analysts Target Price - -
ValueRay Target Price 18.2 18.7%