Lyxor New Energy (DR) UCITS ETF

ISIN: FR0010524777:EUR

Provider: Lyxor | Official Instrument Web 

Instrument Profile

What is the investment objective?

The Lyxor New Energy (DR) UCITS ETF tracks the WorldAlternative Energy Total Return Index. The index is made up of a selection of stocks carried out by RobecoSAM and aims to show the performance of the 40 largest companies in the world that are active in the renewable energy, decentralized energy, or energy efficiency sectors and contribute at least 40% of their sales in activities related to alternative energies. The index composition is reviewed every six months in January and July. The index is weighted according to market capitalization, with stock weights limited to 15%. 

Reasons to Invest - ESG Rating Breakdown

Reasons to Invest - Carbon Risk Management

Use of Cleaner Energy Sources

Energy Consumption Managment & Operational Efficiency

Target Effort

Geography: Broad Global

Sector: Climate Change

Index Tracked: World Alternative Energy Total Return Index

Expence ratio: 0.6%

Investment Style: Sector Equity Technology

Fund Size (AUM): EUR 731.94M

MSCI Sustainability
Score

AA

Source: MSCI Inc. Last update: Dec 6th, 2020

Morningstar Sustainability Score

n/a

Source: Morningstar, Inc.
Last update: Dec 6th, 2020

Data by the open sources of the instrument provider. Last update: 7.12.2020

Rolling performance at 03/12/2020

3 Months: 24.47%

1 Year: 44.7%

Performance data by the open sources of the instrument provider. Last update: 7.12.2020

Top 10 Holdings

Company

SCHNEIDER ELECTRIC SA

IBERDROLA SA

NEXTERA ENERGY INC.

VESTAS WIND SYSTEMS A/S

ORSTED A/S

STMICROELECTRONICS NV

ENPHASE ENERGY INC.

TDK CORP

NIBE INDUSTRIER AB-B SHS

SOLAREDGE TECHNOLOGIES INC.

Weighting

13.99%

12.49%

12.15%

7.44%

6.28%

4.38%

3.58%

3.38%

2.83%

2.77%

Top portfolio holdings as of 7.12.2020 | Source: instrument provider.

Country Allocation (%)

Sector Allocation (%)

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