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Amundi ETF launches Socially Responsible US Corporate Bond ETF

United Kingdom,

Amundi ETF, one of Europe’s leading providers of ETFs[1], is pleased to announce the launch of a new UCITS ETF, “Amundi Index US Corp SRI – UCITS ETF DR”, designed to provide diversified USD corporate bond exposure while applying environmental, social and governance (ESG) selection filters[2].

The new ETF will give investors access to US Dollar denominated investment grade corporate bonds, excluding issuers involved in alcohol, tobacco, military weapons, gambling, adult entertainment, GMO and nuclear power. It is a direct response to the growing demand for ESG criteria integration from investors who, along with being more ethically conscious, understand that ESG factors could potentially impact a company’s financial performance.

This cost-efficient physical ETF, offered at ongoing charges of only 0.16%[3], employs a fully transparent index methodology, tracking the Bloomberg Barclays MSCI Corporate SRI index, combined with the strength of MSCI’s ESG expertise.

Fannie Wurtz, Managing Director at Amundi ETF, Indexing & Smart Beta, commented: “This exciting expansion to Amundi’s ETF fixed income range underlines our commitment to deliver passive solutions for our clients that are in-line with their social responsibility goals. As the first asset manager to sign the UN Principles for Responsible Investment (PRI), we believe the potential of socially responsible investments will continue to grow in the future, and we are committed to offer the relevant bond and equity tools adapted to these new requirements.”

 

 


[1] Source: DB ETF Monthly Review & Outlook – end April 2018
[2] For more information about the index methodology, please refer to the index provider website
[3] Ongoing charges - annual, all taxes included. For Amundi ETF funds, the ongoing charges correspond to the Total Expense Ratio. The ongoing charges represent the charges taken from the fund over a year. When the fund has not closed its accounts for the first time, the ongoing charges are estimated. It compares the annual total management and operating costs (all taxes included) charged to a fund against the value of that fund's assets. Transaction cost and commissions may occur when trading ETFs.

 

Important information

This document is not intended for use by residents or citizens of the United States of America and “U.S. Persons” as defined by Regulation S of the Securities and Exchange Commission by virtue of the U.S. Securities Act of 1933. You can find the definition of “U.S. Person” in the legal notices of the website: www.amundi.com website and in the prospectus of the fund described in this document.

Promotional, non-contractual information not constituting investment advice or recommendation or solicitation to buy or sell.

Before subscribing, potential investors must consult the regulatory documentation of the Funds approved by the AMF, including the current Key Investor Information Document (KIID) available on the website www.amundi.com or upon request from the registered office of Amundi AM.

Investment in a Fund carries a substantial degree of risk (i.e. risks are detailed in the DICI and prospectus).

The transparency policy and information on the composition of Funds’ assets is available at amundietf.com. The indicative net asset value is published by stockbrokers. Information on the composition of indices is available on the websites of the index suppliers. Units in the Funds acquired on the secondary market may not, in general terms, be directly resold to the Fund.

Investors must buy and sell units on a secondary market with the assistance of an intermediary (e.g. a broker) and, in doing so, may incur costs. In addition, investors may pay more than the current net asset value when they buy units, and may receive less than the current net asset value when they sell them.

Transaction cost and commissions may occur  when trading ETFs.

It is the responsibility of investors to assure themselves as to the compatibility of this investment with the laws of the jurisdiction to which they are subject and of its appropriateness to their investment objectives and financial (including tax) situation.

Information reputed exact as of May 2018.

Reproduction prohibited without the written consent of the Management Company.

Amundi ETF designates the ETF business of Amundi Asset Management.

This Document was not reviewed/stamped/approved by any Financial Authority;

Disclaimer UK

The following funds mentioned in the document are recognized collective investment schemes under s.264 of the United Kingdom Financial Services and Markets ACT 2000: Amundi Index US Corp SRI – UCITS ETF DR.

This document is being issued in the United Kingdom by Amundi Asset Management  which is authorized by the Autorité des Marchés Financiers and subject to limited regulation by the Financial Conduct Authority for the conduct of investment business in the United Kingdom under number 401883 with its registered office at 41 Lothbury, London EC2R 7HF. Details about the extent of regulation by the FCA are available on request. This document is only directed at persons who are professional clients or eligible counterparties for the purposes of the FCA’s Conduct of Business Sourcebook. The investments described herein are only available to such persons and this document must not be relied or acted upon by any other persons. This document may not be distributed to any person other than the person to whom it is addressed without the express prior consent of Amundi.

 

Disclaimer BLOOMBERG BARCLAYS

BLOOMBERG® is a trademark and service mark of Bloomberg Finance L.P. and its affiliates (collectively “Bloomberg”). BARCLAYS® is a trademark and service mark of Barclays Bank Plc (collectively with its affiliates, “Barclays”), used under license. Bloomberg or Bloomberg’s licensors, including Barclays, own all proprietary rights in the Bloomberg Barclays Indices. Neither Bloomberg nor Barclays is affiliated with Amundi Asset Management, and neither approves, endorses, reviews or recommends AMUNDI INDEX US CORP SRI - UCITS ETF DR. Neither Bloomberg nor Barclays guarantees the timeliness, accurateness or completeness of any data or information relating to AMUNDI INDEX US CORP SRI - UCITS ETF DR and neither  shall be liable in any way to Amundi Asset Management, investors in AMUNDI INDEX US CORP SRI - UCITS ETF DR or other third parties in respect of the use or accuracy of the AMUNDI INDEX US CORP SRI - UCITS ETF DR  or any data included therein.

Having been a pioneer of the European ETF market, Amundi ranks among the top five European ETF providers[4], with more than €42bn in assets under management[5]. Amundi ETF offers investors a broad range of more than 100 ETFs characterized by continuous innovation and competitive prices.

Dedicated teams are located in major European countries and rely on a wide network of “Authorised Participants” (more than 65 market makers).

 

[4] Source: DB ETF Monthly Review & Outlook – end April 2018

[5] Source: Amundi ETF/Bloomberg at 20 May 2018

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About Amundi

Amundi, the leading European asset manager, ranking among the top 10 global players[1], offers its 100 million clients - retail, institutional and corporate - a complete range of savings and investment solutions in active and passive management, in traditional or real assets.

With its six international investment hubs[2], financial and extra-financial research capabilities and long-standing commitment to responsible investment, Amundi is a key player in the asset management landscape.

Amundi clients benefit from the expertise and advice of 4,500 employees in nearly 40 countries. A subsidiary of the Crédit Agricole group and listed on the stock exchange, Amundi currently manages more than €1.650 trillion of assets[3].

 

Amundi, a Trusted Partner, working every day in the interest of its clients and society

www.amundi.com    

 

 

Footnotes

 

  1. ^ [1] Source: IPE “Top 500 Asset Managers” published in June 2020, based on assets under management as at 31/12/2019
  2. ^ [2] Boston, Dublin, London, Milan, Paris and Tokyo
  3. ^ [3] Amundi data as at 30/09/2020

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