Amundi MSCI Europe Small Cap ESG Broad Transition UCITS ETF Dist

What this fund is

Amundi MSCI Europe Small Cap ESG Broad Transition UCITS ETF Dist is an exchange-traded fund (ETF) from Amundi, traded under the ticker X026 (ISIN LU2572257470). In a single purchase you get a diversified basket of holdings rather than a stake in just one business. In plain terms it is about owning small slices of companies, so you share in their growth when they do well — and their falls when they don't, focused on the European market. It passively tracks the MSCI Europe Small Cap ESG Broad CTB Select Index index — mirroring that market instead of paying a manager to pick winners, which keeps costs low, and its largest holdings include DIPLOMA PLC, IMI PLC and FLUGHAFEN ZUERICH REG. It holds around 802 positions (the ten largest ≈ 8.1%), spreading risk so no single holding decides your outcome.

Its biggest country exposures are ~29.1% United Kingdom, ~10.8% Sweden and ~10.4% Switzerland. Its heaviest sectors are ~25.1% Industrials and ~18.4% Financials. Funds like this are commonly chosen by investors who want a regular cash income stream rather than reinvesting everything for growth. Its ongoing charge (TER) is 0.23% a year — about €23 a year on a €10,000 holding, taken automatically from the fund. Income such as dividends is paid out to you as cash (a distributing share class), and over the last year it paid out roughly 2.39% (its trailing yield).

It holds the underlying investments directly (physical 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 13.3% over the past year, which describes how much its price tends to move rather than whether it is good. It launched in 2023. 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.)