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Amundi PEA Luxe Monde UCITS ETF AccIndex, costs, backtest, listings and taxation

ISIN: FR001400S9V0Ticker: MLUXIssuer: AmundiClass: Acc
Issuer-declared data
Declared index
S&P Global Luxury Index Net TR
TER
0.30%
Transaction costs
0.00% (issuer estimate, from the KID)
Management
Passive (index-tracking) (from the KID)
Replication
Income policy
SFDR
Article 6 — does not promote specific ESG characteristics what does it mean?
Theme
Luxury · Demographics & consumers
Fund assets
12.5 mln EUR
NAV
9.17 EUR (1 September 2026)
Domicile
France
Inception date
9 December 2024
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 Luxe Monde UCITS ETF Acc tracks the issuer-declared index: S&P Global Luxury Index Net TR. The declared annual cost (TER) is 0.30%, 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 12 million euro, was launched on 9 December 2024 and is domiciled in France. In our registry 1 other ETFs declare the same index.

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, as closely as possible, the performance in dollars of the S&P Global Luxury Index (the "Benchmark Indicator"), denominated in USD, whatever its evolution, positive or negative. The Benchmark Indicator is composed of the shares of the largest publicly listed companies engaged in the production or distribution of luxury goods or the provision of luxury services. The management aims to obtain the smallest possible gap between the evolution of the Fund's net asset value and that of its Benchmark Indicator converted into euros. Thus, the tracking error objective (the "Tracking Error"), under usual market conditions, is indicated in the Fund's prospectus. The Benchmark Indicator, net dividends reinvested (dividends net of taxes paid by the shares making up the Benchmark Indicator are included in the calculation of the S&P Global Luxury Index), is calculated and published by the index provider S&P. S&P's website (www.spdji.com) contains more detailed information about the S&P indices. The Fund seeks to achieve its objective via indirect replication, which means that the Fund will use (i) the purchase of a basket of balance-sheet assets, in particular international equities, and (ii) the conclusion of an over-the-counter forward exchange contract allowing the Fund to achieve its investment objective by transforming the exposure to its balance-sheet assets into an exposure to the Benchmark Indicator. Information on (i) the updated composition of the basket of balance-sheet assets held in the Fund's portfolio and (ii) the market value of the forward exchange transaction concluded by the Fund is available on the page dedicated to the Fund accessible on the website www.amundi.com. 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 0.30%: above the median of equity ETFs we track (0.22%).
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 document
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 Dec 2024 to Sept 2026
Compare with another ETF
Only funds we hold a history for. Three at a time, at most.
Return
-9.5%
Annualised
-5.5%
Volatility (ann.)
18.9%
Max drawdown
-26.90%
-24%-15%-7%+2%+10%Dec 2024May 2025Oct 2025Apr 2026Sept 2026The break-even line: the value at the start of the period. Above it you are in gain, below in loss.break-even (0%)-9%Dec 2024Sept 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%-5%-10%-15%-20%-25%-30%20252026−26.90% · 07 Apr 2025
Max drawdown
-26.90%
peak → trough
Trough
07 Apr 2025
from the 30 Jan 2025 peak
Recovery time
not yet
recovery only: trough to break-even
Underwater
586 days
decline + recovery: peak to break-even · ≈ 1 year and 7 months · (ongoing)

The five worst falls in the period

From the peak ofTroughDepthBack to break-evenDays underwater
30 Jan 202507 Apr 2025-26.90%ongoing586
13 Dec 202403 Jan 2025-3.45%16 Jan 202534
28 Jan 202529 Jan 2025-0.54%30 Jan 20252
17 Jan 202520 Jan 2025-0.29%21 Jan 20254
21 Jan 202522 Jan 2025-0.18%23 Jan 20252

Calendar-year returns

2024
-0.7%
2025
1.1%
2026
-9.8%

Month-by-month returns

JanFebMarAprMayJunJulAugSeptOctNovDecYear
2026-4.33.8-11.12.04.92.1-0.8-2.8-3.1-9.8
20257.3-2.5-14.9-3.27.3-1.22.54.00.61.11.40.81.1
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.
Declared TER
0.30%
YearFundIndexDifference
2025+1.06%+1.62%-0.56%
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 yearFull history
Volatility (ann.)18.00%18.81%
Max drawdown-16.08%-26.90%
Sharpe-0.37-0.33
Sortino-0.55-0.47
Windows longer than the available price history cannot be computed and are not shown: they will appear on their own as time passes. 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
39
Top-10 weight
51.2%

Top 10 holdings

KONINKLIJKE KPN NV · KPN NA
7.58%
AMAZON.COM INC · AMZN UW
7.03%
UMICORE · UMI BB
6.74%
DEUTSCHE TELEKOM NAMEN (XETRA) · DTE GY
4.54%
SAP SE / XETRA · SAP GY
4.48%
GEA GROUP AG EX MG TECHNOLOGIE · G1A GY
4.47%
RWE AG · RWE GY
4.37%
INFINEON TECHNOLOGIES AG · IFX GY
4.02%
RHEINMETALL ORD · RHM GY
4.01%
SIEMENS AG-REG · SIE GY
3.94%
Download the full portfolio — Excel, 40 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 →

ETFs declaring the same index

FundTERIncomeFund size
CI5 · Amundi · 2 classes
0.25%Acc.429 mln EUR
2 ETFs in our census declare this index (including this fund). Funds declaring the exact same index, word for word, in official product lists. Differently-worded variants (or other index versions) are not shown: a short list beats a wrong match. Sorted by TER. A dash “—” = not declared by the issuer in the files we read — not a zero.

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:

FR001400S9V0
  • 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 HannoverAE5820 Jan 2026
Börse StuttgartAE5823 Feb 2026
Euronext ParisMLUX17 Dec 2024
Tradegate ExchangeAE5822 Aug 2025
+ 7 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 Luxe Monde UCITS ETF Acc track?
The issuer Amundi declares the benchmark: S&P Global Luxury Index Net TR.
How much does MLUX cost?
The issuer-declared TER is 0.30% per year; the transaction costs estimated in the KID are 0.00%.
What is the fund size of MLUX?
The fund size declared by Amundi is about 12 million euro.
When was MLUX launched?
The fund was launched on 9 December 2024: it has 1 year of history.
How does MLUX replicate its index?
It is a passively managed ETF: it follows the declared index. Synthetic (swap) (issuer wording: “Indirect(Swap Based)”).
Does MLUX pay dividends?
No: it is an accumulating share class — income stays in the fund and is reinvested automatically (issuer wording: “Capitalisation”).
Where does MLUX trade?
Per the official ESMA register it trades on 4 main exchanges, including Börse Hannover (AE58), Börse Stuttgart (AE58), Euronext Paris (MLUX), Tradegate Exchange (AE58).
What was MLUX's worst fall?
Over the available history (since 2024), the maximum drawdown was -26.90%, reached in April 2025. Past performance is not indicative of future results.
How many securities does MLUX hold?
The declared portfolio holds 39 securities; the top 10 positions weigh 51.2%.
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.