Amundi MSCI New Energy UCITS ETF DR from Amundi SA - clean-tech focus with €1.4 billion under management

Reviewed: ad hoc news Accessory & Components desk. Edited and checked on 2026-06-24, 06:00. Details in the imprint.

Amundi MSCI New Energy UCITS ETF DR sits on the screen with a calm green and white chart, while a retail investor flicks between oil majors and solar names on their phone. The ETF promises diversified access to listed clean-energy players instead of another single stock bet.

What this ETF actually buys

The Amundi MSCI New Energy UCITS ETF DR aims to replicate the MSCI ACWI IMI New Energy ESG Filtered Net Return Index using physical, direct replication. It holds about 90 companies along the global clean-energy value chain, including equipment makers and utilities.

According to Amundi, the index focuses on firms active in clean and renewable energy production, equipment and technology, while applying ESG filters to exclude controversial business lines. The portfolio is dominated by US, European and Asian names, with a bias to mid and large caps.

Costs, size and daily tradability

For investors like portfolio engineer Sophie Delafontaine at Amundi, the key selling point is the ongoing charges figure of 0.60 percent per year, which sits in the middle of the thematic ETF cost range. The fund uses a distributing share class, paying out dividends received from the underlying stocks.

The ETF has accumulated around €1.4 billion in assets under management, making it one of Amundi’s more substantial environmental transition products. It is listed on several European exchanges, including Euronext Paris, Xetra and Borsa Italiana, where it trades intra-day like a normal equity.

Where the theme shines and hurts

In practice, investors see a portfolio tilted to solar, wind, grid technology and related industrials, so performance can swing with policy headlines and interest-rate expectations. Periods of higher bond yields have weighed on high-duration renewables stocks in recent years.

The ETF limits single-stock concentration through index rules, but investors are still making an explicit sector bet compared with a broad MSCI World tracker. For long-term climate-transition allocations, that concentration is a feature rather than a bug for many buyers.

Risk profile and currency angle

Amundi flags the ETF as suitable for investors comfortable with equity-market and sector-specific risk, and it assigns a synthetic risk indicator in the higher mid-range. There is no systematic currency hedging, so euro-based investors feel the moves of US dollar and other currencies inside the basket.

Because the fund uses physical replication, holders own a claim on an actual equity portfolio, not a swap agreement. That structure is often preferred by wealth managers who want straightforward counterparty risk.

How it fits in a portfolio

For many private clients using model portfolios, the Amundi MSCI New Energy UCITS ETF DR sits as a satellite position around a global core holding. It can complement more generic ESG funds, adding a targeted slice of the energy-transition supply chain.

Amundi highlights that the ETF is eligible for certain sustainable-investment labels in Europe, although national classifications differ. Buyers should therefore look carefully at their local rules and their own sustainability policy before making allocation decisions.

Company context and share listing

Amundi SA positions this ETF as part of a broader climate and ESG product family, underlining chief executive Valérie Baudson’s focus on themed solutions for European and Asian distributors. This aligns with the group’s ambition to be a reference provider of responsible investment strategies.

Amundi shares (ISIN FR0004125920) trade primarily on Euronext Paris in euros, where investors monitor flows into flagship ETFs like the Amundi MSCI New Energy UCITS ETF DR as one piece of the earnings puzzle.

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