Amundi PEA Luxe Monde UCITS ETF Acc

UCITSACCEUR
TER0.30%
AUM0 €
ReplicationSynthetic
CurrencyEUR
DomicileFrance
Inception12/2024
Holdings0
DistributionACC
Net Asset Value
About
  • Tracks the S&P Global Luxury index.
  • PEA eligible: dividends and capital gains are tax-exempt after 5 years in a French PEA account.
  • Accumulating (ACC): dividends reinvested automatically. No dividend tax reporting; ideal for long-term compounding.
  • Synthetic replication: uses a bank swap rather than holding stocks directly.
IndexS&P Global Luxury
IssuerAmundi
Performance
1M-0.57%
3M+6.55%
6M-4.73%
YTD-5.02%
1Y+2.59%
CAGR 3Y-1.66%
CAGR 5Y-1.00%
1Y volatility+21.70%
1Y max drawdown-16.70%
Sharpe ratio-0.04Rf = 3.5%

TER cost (base €10,000)

Annual fee30
10Y return drag*545

* hypothetical 7%/yr gross return

Investment simulator

Data available from 16/12/2024

%

TER is already reflected in the price history.

Diversification

Similar ETFs

TickerOverlap1 an
VUSA
0%
+20.7%
ZPRR
0%
+36.4%
MEUD
0%
+23.6%
RS2K
0%
+37.3%
EIMI
0%
+34.3%

Complementary ETFs

TickerOverlap1 an
VUSA
0%
+20.7%
ZPRR
0%
+36.4%
MEUD
0%
+23.6%
RS2K
0%
+37.3%
EIMI
0%
+34.3%

Alternatives & Comparisons

Compare MLUX with…

Help us improve ETF Overlap

We use anonymized Google Analytics to understand how you use the tool and make it better.