Amundi FTSE EPRA NAREIT Global II UCITS ETF Dist

What this fund is

Amundi FTSE EPRA NAREIT Global II UCITS ETF Dist is an exchange-traded fund (ETF) from Amundi, traded under the ticker LYMWO (ISIN LU1832418773). It lets you buy a basket of holdings in a single trade, spreading your money across them rather than one company. In plain terms it is about owning listed property companies (REITs), which earn rent from buildings and usually pass much of it on to investors, spread broadly across markets worldwide. Rather than a manager picking stocks, it simply replicates the FTSE EPRA/NAREIT Developed Index Net TRI EUR index — the passive, low-cost approach, and its largest holdings include WELLTOWER INC, PROLOGIS INC and EQUINIX INC. Geographically it leans ~66% United States, ~8.1% Japan and ~5.8% Australia.

Its heaviest sectors are ~99.3% Real Estate and ~0.4% Information Technology. It is typically held as a diversifier — a slice that behaves differently from mainstream shares — rather than as a portfolio's main engine. Its ongoing charge (TER) is 0.45% a year — about €45 a year on a €10,000 holding, taken automatically from the fund. It is a distributing share class — dividends are paid to you as cash rather than reinvested, and over the last year it paid out roughly 2.3% (its trailing yield). It tracks its index through a swap agreement rather than owning every holding (synthetic replication); it is domiciled in Luxembourg and UCITS-regulated, a European standard built to protect everyday investors and trades in EUR.

Its price has swung about 11.3% over the past year — a gauge of how much the value moves, not a judgement of quality. It launched in 2024. As with any investment, its value can go down as well as up, and past performance is not a guide to future results. (Fund data sourced from Amundi.)