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Amundi PEA Emergent EMEA (MSCI Emerging EMEA) ESG Transition UCITS ETF AccIndex, costs, backtest, listings and taxation

ISIN: FR0011440478Ticker: PLEMIssuer: AmundiClass: Acc
Issuer-declared data
Declared index
MSCI EM EMEA Ex-Egypt ESG Broad CTB Select Index
TER
0.55%
Transaction costs
0.00% (issuer estimate, from the KID)
Management
Passive (index-tracking) (from the KID)
Replication
Income policy
SFDR
Article 8 — promotes environmental or social characteristics what does it mean?
Fund assets
58.2 mln EUR
NAV
22.15 EUR (1 September 2026)
Domicile
France
Inception date
5 May 2014
Data as declared by Amundi in the issuer’s official files and endpoints · collected on 2 September 2026 (monthly refresh). Facts only, no recommendation.
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Description

Amundi PEA Emergent EMEA (MSCI Emerging EMEA) ESG Transition UCITS ETF Acc tracks the issuer-declared index: MSCI EM EMEA Ex-Egypt ESG Broad CTB Select Index. The declared annual cost (TER) is 0.55%, plus 0.00% in transaction costs estimated by the issuer in the KID. Replication is synthetic replication (swap based); income is accumulated and reinvested in the fund. The fund has assets of about 58 million euro, was launched on 5 May 2014 and is domiciled in France.

The fund’s objective — in the issuer’s words(unofficial translation from French)

The fund is a passively managed index-tracking UCITS. The investment objective of the Fund is to replicate, both upward and downward, the evolution of the MSCI EM EMEA Ex-Egypt ESG Broad CTB Select Index (the "Benchmark Index"), denominated in USD, while minimising the tracking error between the performance of the Fund and that of the Benchmark Index. The anticipated level of tracking error under normal market conditions is indicated in the Fund's prospectus. The Benchmark Index is based on the MSCI EM EMEA ex Egypt index, representative of the market performance of large and mid capitalisations of emerging markets (South Africa, Brazil, Chile, China, Colombia, South Korea, Egypt, Hungary, India, Indonesia, Malaysia, Mexico, Morocco, Peru, Philippines, Poland, Czech Republic, Russia, Taiwan, Thailand, Turkey) (the "Parent Index"). MSCI's website (www.msci.com) contains more detailed information about the MSCI indices. The Fund promotes environmental and/or social characteristics, in particular by replicating an Index that meets the minimum criteria of the EU Climate Transition Benchmark (EU CTB) regulation, pursuant to Regulation (EU) 2019/2089 amending Regulation (EU) 2016/1011. The definitions of the minimum standards for the methodology of "EU Climate Transition" benchmark indices consistent with the objectives of the Paris Agreement are laid down by legislation. The methodology of the Benchmark Index aligns with certain criteria such as: - a minimum 30 % reduction in greenhouse gas (GHG) intensity relative to the parent index; – a minimum self-decarbonisation rate of GHG emissions intensity in line with the trajectory set out in the most ambitious 1.5 °C scenario of the Intergovernmental Panel on Climate Change (IPCC), equivalent to an average reduction in GHG intensity of at least 7 % per year. The limits of the approach adopted are described in the Fund's prospectus through risk factors such as sustainable investment risk. The ESG score of companies is calculated by an ESG rating agency, using raw data, models and estimates collected/calculated using methods specific to each provider. Due to the lack of standardisation and the uniqueness of each methodology, the information provided may be incomplete. Assessment of sustainability risks is complex and may be based on ESG data which is difficult to obtain, incomplete, estimated, out of date and/or otherwise materially inaccurate. Even when identified, there can be no guarantee that these data will be correctly assessed. The Fund seeks to achieve its objective via indirect replication, namely by entering into one or more over-the-counter swap contracts (forward financial instruments, "FFIs"). The Fund may invest in a diversified portfolio of international equities, whose performance will be exchanged for that of the Benchmark Index by means of FFIs. The updated composition of the portfolio of securities held by the Fund is shown on the website amundietf.com. In addition, the indicative net asset value appears on the Fund's Reuters and Bloomberg pages and may also be mentioned on the websites of the stock exchanges where the Fund is listed. The Fund is eligible for the French Plan d'Épargne en Actions (PEA) and consequently invests a minimum of 75 % of its assets in shares of European Union companies.

Keep reading the KID section ▾

Intended Retail Investor:This product is intended for investors with basic knowledge of and/or no or limited experience of investing in funds, who aim to increase the value of their investment over the recommended holding period and are able to bear losses up to the amount invested. The product is not open to residents of the United States of America/"U.S. Person" (the definition of "U.S. Person" is available on the management company's website www.amundi.com and/or in the prospectus). Redemption and Dealing: the Fund's units are listed and traded on one or more stock exchanges. In normal circumstances, you may deal in units during the trading hours of the exchange. Only authorised participants (e.g. selected financial institutions) may deal in units directly with the Fund on the primary market. Further details are provided in the Fund's prospectus.

Distribution policy:As this is a non-distributing unit class, investment income is reinvested. More Information: you may obtain further information about this product, including the prospectus and financial reports, free of charge upon request from: Amundi Asset Management - 91-93 boulevard Pasteur, 75015 Paris, France.

From the KID’s “Objectives” section · 4 August 2026 · original document ↓ · unofficial translation: please refer to the original document
Text generated from the data the issuer declares in official product lists. No recommendation.

Quick reads

  • TER 0.55%: above the median of equity ETFs we track (0.22%).
  • Average tracking difference over the last 3 years: -1.08% p.a., against a declared TER of 0.55%.
Comparisons computed by Rebalix on the declared data in our census; they describe the past and are not indicative of future results.

Official documents

Key Information Document (KID)PDF in French, from the issuer’s site — always the latest filed versionProspectusPDF in Italian, from the issuer’s site — the fund’s full legal documentFactsheetPDF in French, from the issuer’s site — the fund’s monthly snapshot
The KID is the document the law requires you to read before investing: 3 pages covering risks, costs and scenarios. The link opens the issuer’s published PDF.

Fund performance

issuer-declared net asset value (NAV) · EUR · from May 2014 to Sept 2026
Compare with another ETF
Only funds we hold a history for. Three at a time, at most.
Return
+123.5%
Annualised
+6.7%
Volatility (ann.)
16.1%
Max drawdown
-35.25%
-13%+23%+60%+96%+132%May 2014May 2017Jun 2020Jul 2023Sept 2026The break-even line: the value at the start of the period. Above it you are in gain, below in loss.break-even (0%)+124%May 2014Sept 2026
Tip: drag across the chart to zoom into a period.

Drawdown — distance from previous peak

This isn’t the return: it shows how far the fund is below its previous peak. 0% = you’re at the peak; below zero = how much you’re down and haven’t recovered yet.
0%-10%-20%-30%-40%-50%2014201620182020202220242026−35.25% · 11 Feb 2016
Max drawdown
-35.25%
peak → trough
Trough
11 Feb 2016
from the 13 Apr 2015 peak
Recovery time
602 days
recovery only: trough to break-even · ≈ 1 year and 8 months
Underwater
906 days
decline + recovery: peak to break-even · ≈ 2 years and 6 months · → recovered on 05 Oct 2017

The five worst falls in the period

From the peak ofTroughDepthBack to break-evenDays underwater
13 Apr 201511 Feb 2016-35.25%05 Oct 2017906
20 Jan 202023 Mar 2020-31.80%23 Nov 2020308
17 Feb 202126 Oct 2022-26.72%10 Feb 20251,454
29 Jan 201829 Oct 2018-18.84%18 Dec 2019688
21 Feb 202509 Apr 2025-14.96%30 Jul 2025159

Calendar-year returns

2016
13.8%
2017
19.8%
2018
-11.0%
2019
19.6%
2020
7.7%
2021
4.4%
2022
-15.2%
2023
7.9%
2024
12.8%
2025
15.1%
2026
10.5%

Month-by-month returns

JanFebMarAprMayJunJulAugSeptOctNovDecYear
20267.02.6-8.52.51.8-0.6-0.05.40.610.5
20253.50.6-1.6-3.32.70.55.0-1.24.92.6-2.23.115.1
2024-0.50.71.62.4-3.75.02.5-0.42.9-0.3-0.12.312.8
20236.0-4.30.5-2.81.81.45.1-4.7-0.2-1.53.33.87.9
2022-0.5-3.2-1.4-0.4-1.1-4.42.21.8-9.4-4.010.2-4.9-15.2
20213.70.81.70.00.73.2-6.83.1-2.21.1-1.40.84.4
2020-3.5-4.5-15.49.3-0.86.23.41.00.32.76.34.97.7
20198.30.92.22.2-6.83.91.0-3.92.91.81.05.519.6
20184.4-2.6-2.71.3-0.2-4.21.9-2.2-0.4-6.54.1-3.7-11.0
20172.94.81.80.3-0.4-0.52.41.30.15.0-2.22.819.8
2016-6.2-0.67.9-0.0-1.04.24.32.80.32.7-1.50.713.8
20157.83.72.93.1-2.0-4.2-6.2-10.4-2.78.20.5-5.0-6.0
20142.24.23.8-3.52.0-0.6-1.811.0
From month-end NAVs, over the fund’s full history, on the series shown in the chart (dividends reinvested where declared). Deeper colour = larger move.
Source: Amundi. Issuer-declared historical series; inflation: Eurostat and national statistical institutes, latest available July 2026 — for later days the index stays at the last published value (institutes publish with a few weeks’ lag). The «adjusted for inflation» view expresses value in today’s purchasing power for the selected country; volatility always stays nominal, as elsewhere on the site (deflating it would add artificial swings caused by the monthly cadence of the price index). Past performance is not indicative of future results: these are facts, not a recommendation.

Tracking difference — fund vs index

How much the fund returned above (+) or below (−) its index, year by year. It measures the actual deviation: the combined effect of costs (TER and transaction), securities-lending revenue and replication optimisations — which is why it can beat the TER. Tracking difference was positive in 0 of the last 10 calendar years: a past observation, not an indication of future outperformance.
Average TD (last 3 years)
-1.08% /anno
Declared TER
0.55%
YearFundIndexDifference
2025+15.11%+16.31%-1.20%
2024+12.77%+14.10%-1.33%
2023+7.89%+8.61%-0.71%
2022-15.24%-14.85%-0.39%
2021+4.37%+4.86%-0.49%
2020+7.69%+8.54%-0.84%
2019+19.64%+20.60%-0.97%
2018-11.00%-10.26%-0.74%
2017+19.81%+20.59%-0.78%
2016+13.80%+14.51%-0.71%
Total-return figures from issuer-declared series (primary source); complete calendar years. TD is not comparable across sites using different methodologies or index variants. Past performance is not indicative of future results. What is tracking difference? →

Risk indicators· EUR

Last yearLast 3 yearsLast 5 yearsLast 10 yearsFull history
Volatility (ann.)14.68%13.41%14.59%15.26%15.86%
Max drawdown-11.36%-14.96%-23.75%-31.80%-35.25%
Sharpe1.160.830.240.400.42
Sortino1.811.190.340.550.58
Computed from the daily NAV series, always in nominal terms. Sharpe and Sortino use the ECB main refinancing rate averaged over the period (last year: 2.21%), weighted by days in force, as the risk-free rate. Same formulas as our public methodology: sample standard deviation annualised over 252 days; Sortino with downside deviation. Past performance is not indicative of future results. Figures in EUR, the fund's currency; the table follows the currency selected in the chart.

Portfolio holdings

Securities in portfolio
29
Top-10 weight
59.0%

Top 10 holdings

EDP SA · EDP PL
8.98%
ORSTED A/S · ORSTED DC
8.48%
DSV A/S (DKK) · DSV DC
7.14%
JERONIMO MARTINS · JMT PL
6.60%
VESTAS WIND SYSTEMS A/S · VWS DC
5.48%
TELENOR ASA · TEL NO
4.51%
NORSK HYDRO ASA NOK20 · NHY NO
4.49%
GENMAB A/S · GMAB DC
4.48%
ISS A/S · ISS DC
4.44%
FLSMIDTH & CO A/S · FLS DC
4.41%
Download the full portfolio — Excel, 30 rows
Full portfolio declared by Amundi, as of 1 September 2026: this is the summary. Percentages may not sum to 100 due to cash, derivatives and rounding. Synthetic replication: the list shows the substitute basket (securities held as swap collateral), which can differ substantially from the replicated index. The fund’s economic exposure is that of its declared index.
Fund historyFund-assets (AUM) chart year by year and monthly basket snapshots.Open the history →

Where it shows up commission-free in Italy

According to the official lists published by the brokers (downloaded and cross-checked by us), these share classes of the fund appear tradable with zero fees:

FR0011440478
  • XTBzero (up to €100,000 monthly volume, unreachable for a retail plan); fractions available in plans
Full terms, traps and method in the observatory: Free savings plans and zero-commission ETFs: the broker survey

Official lists verified on 3 September 2026. We record published terms — this is neither an invitation to open accounts nor a recommendation: lists change, the broker’s documents prevail. Trade Republic, Scalable Capital and Trading 212 publish no per-ISIN lists and don’t appear here.

Stock exchange listings

ExchangeTickerTrading since
Börse DüsseldorfNK4T7 Sept 2017
Börse HamburgNK4T15 Feb 2021
Börse HannoverNK4T20 Jan 2026
Börse StuttgartNK4T23 Feb 2026
Euronext ParisPLEM28 May 2014
Tradegate ExchangeNK4T22 Aug 2025
+ 19 more trading venues (MTFs and professional platforms).
Trading venues from the official ESMA register (FIRDS); per-exchange tickers from the issuer’s tax documents and official listings. A dash “—” = that venue does not publish the item (ticker, currency or start date) in the sources we read. The same fund may trade in different currencies depending on the exchange: check the trading currency with your broker. Non-EU listings (e.g. UK, Mexico) not included.

Frequently asked questions

Which index does Amundi PEA Emergent EMEA (MSCI Emerging EMEA) ESG Transition UCITS ETF Acc track?
The issuer Amundi declares the benchmark: MSCI EM EMEA Ex-Egypt ESG Broad CTB Select Index.
How much does PLEM cost?
The issuer-declared TER is 0.55% per year; the transaction costs estimated in the KID are 0.00%.
What is the fund size of PLEM?
The fund size declared by Amundi is about 58 million euro.
When was PLEM launched?
The fund was launched on 5 May 2014: it has 12 years of history.
How does PLEM replicate its index?
It is a passively managed ETF: it follows the declared index. Synthetic (swap) (issuer wording: “Indirect(Swap Based)”).
Does PLEM pay dividends?
No: it is an accumulating share class — income stays in the fund and is reinvested automatically (issuer wording: “Capitalisation”).
Where does PLEM trade?
Per the official ESMA register it trades on 6 main exchanges, including Börse Düsseldorf (NK4T), Börse Hamburg (NK4T), Börse Hannover (NK4T), Börse Stuttgart (NK4T), Euronext Paris (PLEM), Tradegate Exchange (NK4T).
What was PLEM's worst fall?
Over the available history (since 2014), the maximum drawdown was -35.25%, reached in February 2016. Past performance is not indicative of future results.
What is PLEM's tracking difference?
Over the last 3 complete calendar years the fund returned on average -1.08% per year versus its index (from issuer-declared series).
How many securities does PLEM hold?
The declared portfolio holds 29 securities; the top 10 positions weigh 59%.
Transparency note
The data in this sheet is declared by Amundi in the issuer’s official files and endpoints, collected by Rebalix with a monthly refresh; taxation derives from the issuer’s tax documents (Italian Law Decree 138/2011). This is factual information for informational purposes only: it is not financial or tax advice, nor an investment recommendation. Read the fund’s KID and prospectus before investing.