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Fineco AM Amundi S&P 500 UCITS ETF AccIndex, costs, backtest, listings and taxation

ISIN: IE0002DC0IL1Ticker: AQUILIssuer: AmundiClass: UCITS ETF Acc
ETF launched on 21 July 2026 — page still filling up

What you see is what the issuer has declared so far. The rest comes with time, not by our choice: each row appears on its own as soon as the data exists.

Tracking differenceafter the first full calendar year, from January 2028
Dividendsnot applicable: accumulating share class
Issuer-declared data
TER
0.10%
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?
Fund assets
1.2 mln EUR
NAV
10.06 EUR (31 August 2026)
Domicile
Ireland
Inception date
21 July 2026
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

Fineco AM Amundi S&P 500 UCITS ETF Acc tracks the issuer-declared index: S&P 500 Net Total Return Index. The declared annual cost (TER) is 0.10%, plus 0.00% in transaction costs estimated by the issuer in the KID. Replication is direct physical replication; income is accumulated and reinvested in the fund. The fund has assets of about 1 million euro, was launched on 21 July 2026 and is domiciled in Ireland. In our registry 4 other ETFs declare the same index.

The fund’s objective — in the issuer’s words

The Sub-Fund is a passively managed Sub-Fund. The Sub-Fund invests as a feeder sub-fund in the master sub-fund "Amundi Core S&P 500 Swap UCITS ETF" (the “Master Sub-Fund”), a sub-fund of "Multi Units Luxembourg". The Sub-Fund invests at least 85% of its net assets in the UCITS ETF Acc share class of the Master Sub-Fund. The investment objective of the Sub-Fund is to track the performance of the S&P 500 Index (the "Index") by primarily investing in the Master Sub-Fund. The Index is a free-float capitalization-weighted index, representative of the performance of the 500 leading U.S. companies listed in the United States. The Index covers approximately 80% of available market capitalization. The Index is a net total return index, meaning that dividends net of tax paid by the index constituents are included in the Index return. More information about the composition of the Index and its operating rules are available in the prospectus and at https://www.spglobal.com/spdji/en/. The Master Sub-Fund is a sub-fund of “Multi Units Luxembourg” a UCITS authorised by the Luxembourg regulator (the Commission de surveillance du secteur financier or “CSSF”), domiciled in Luxembourg and whose management company is Amundi Luxembourg S.A. The Master Sub-Fund is passively managed and its investment objective is to replicate the performance of the Index, primarily through synthetic (swap‑based) replication, while minimising the tracking error between the Master Sub‑Fund’s performance and that of the Index. Within the limits set forth in the prospectus of the Master Sub-Fund, the Master Sub-Fund may on an ancillary basis hold cash and cash equivalents. The Master Sub-Fund will not invest more than 10% of its assets in units or shares of other UCITS. No investment will be made in any UCIs. The prospectus and key information document (KID) of the Master Sub-Fund are available at www.amundi.lu Any investment by the Sub‑Fund other than its investment in the Master Sub‑Fund will be limited to (i) ancillary liquid assets, deposits and, where necessary, other equities or equity linked instruments for liquidity management or efficient portfolio management purposes and (ii) up to 10% of its net assets in other UCITS and UCIs in accordance with the requirements of the Central Bank. The performance of the Sub-Fund and the Master Sub-Fund may not be identical. Differences may arise due to the Sub-Fund’s own fees and expenses, its ability to hold cash and ancillary liquid assets, and the use of derivatives for hedging purposes. While this difference could be significant where the Sub-Fund were to use this flexibility, given the limited level of fees and expenses charged at the level of the Sub‑Fund, and the expectation that the Sub‑Fund will not generally invest to a significant extent in assets other than the Master Sub‑Fund, any difference is expected to be limited. The Sub-Fund is managed by Fineco Asset Management DAC as investment manager. For more details, please refer to the Supplement of the Sub-Fund.

Keep reading the KID section ▾

Intended Retail Investor:This product is intended for investors, with a basic knowledge of and no or limited experience of investing in funds seeking to increase the value of their investment over the recommended holding period

Redemption and Dealing:The Sub-Fund's shares are listed and traded on one or more stock exchanges. In normal circumstances, you may deal in shares during the trading hours of the stock exchanges. Only authorised participants (e.g., selected financial institutions) may deal in shares directly with the SubFund on the primary market. Further details are provided in the Investment Partners ICAV prospectus.

Distribution policy:As this is a non-distributing share class, investment income is reinvested. the accumulation share automatically retains, and re-invests, all attributable income within the Sub-Fund; thereby accumulating value in the price of the accumulation shares.

More Information:You may get further information about the Sub-Fund, including the prospectus, and financial reports which are available at and free of charge on request from: Amundi Ireland Limited at AMUNDI IRELAND LIMITED, One George's Quay Plaza, George's Quay, Dublin 2, Ireland.

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

Quick reads

  • TER 0.10%: below 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 English, from the issuer’s site — always the latest filed versionProspectusPDF in English, 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 Jul 2026 to Sept 2026
Compare with another ETF
Only funds we hold a history for. Three at a time, at most.
Return
+0.6%
Volatility (ann.)
10.7%
Max drawdown
-3.15%
-5%-3%+0%+3%+6%Jul 2026Jul 2026Aug 2026Aug 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%)+1%Jul 2026Sept 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%-1%-2%-3%-4%2026−3.15% · 20 Aug 2026
Max drawdown
-3.15%
peak → trough
Trough
20 Aug 2026
from the 13 Aug 2026 peak
Recovery time
not yet
recovery only: trough to break-even
Underwater
20 days
decline + recovery: peak to break-even · (ongoing)

The five worst falls in the period

From the peak ofTroughDepthBack to break-evenDays underwater
13 Aug 202620 Aug 2026-3.15%ongoing20
21 Jul 202629 Jul 2026-2.35%03 Aug 202613
04 Aug 202606 Aug 2026-0.44%07 Aug 20263
07 Aug 202611 Aug 2026-0.27%13 Aug 20266
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.

Portfolio holdings

Securities in portfolio
1
Top-10 weight
100.0%

Top 10 holdings

Amundi Core S&P 500 Swap ETF Acc · SP5C FP
99.99%

Countries

AfghanistanAngolaAlbaniaUnited Arab EmiratesArgentinaArmeniaFrench Southern and Antarctic LandsAustraliaAustriaAzerbaijanBurundiBelgiumBeninBurkina FasoBangladeshBulgariaThe BahamasBosnia and HerzegovinaBelarusBelizeBoliviaBrazilBruneiBhutanBotswanaCentral African RepublicCanadaSwitzerlandChileChinaIvory CoastCameroonDemocratic Republic of the CongoRepublic of the CongoColombiaCosta RicaCubaCyprusCzech RepublicGermanyDjiboutiDenmarkDominican RepublicAlgeriaEcuadorEgyptEritreaSpainEstoniaEthiopiaFinlandFijiFalkland IslandsFranceGabonUnited KingdomGeorgiaGhanaGuineaGambiaGuinea BissauEquatorial GuineaGreeceGreenlandGuatemalaFrench GuianaGuyanaHondurasCroatiaHaitiHungaryIndonesiaIndiaIrelandIranIraqIcelandIsraelItalyJamaicaJordanJapanKazakhstanKenyaKyrgyzstanCambodiaSouth KoreaKosovoKuwaitLaosLebanonLiberiaLibyaSri LankaLesothoLithuaniaLuxembourg: 100%LatviaMoroccoMoldovaMadagascarMexicoMacedoniaMaliMyanmarMontenegroMongoliaMozambiqueMauritaniaMalawiMalaysiaNamibiaNew CaledoniaNigerNigeriaNicaraguaNetherlandsNorwayNepalNew ZealandOmanPakistanPanamaPeruPhilippinesPapua New GuineaPolandPuerto RicoNorth KoreaPortugalParaguayQatarRomaniaRussiaRwandaWestern SaharaSaudi ArabiaSudanSouth SudanSenegalSolomon IslandsSierra LeoneEl SalvadorSomaliaRepublic of SerbiaSurinameSlovakiaSloveniaSwedenSwazilandSyriaChadTogoThailandTajikistanTurkmenistanEast TimorTrinidad and TobagoTunisiaTurkeyTaiwanUnited Republic of TanzaniaUgandaUkraineUruguayUnited States of AmericaUzbekistanVenezuelaVietnamVanuatuWest BankYemenSouth AfricaZambiaZimbabwe
up to 1%1–5%5–15%15–30%over 30%
Hover a country for its percentage.
Top 7 countries
Luxembourg100%
Download the full portfolio — Excel, 2 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.
Fund historyFund-assets (AUM) chart year by year and monthly basket snapshots.Open the history →

Index tracked

S&P 500 Net Total Return Index
This fund belongs to the S&P 500 family: compare all census ETFs in this family →

ETFs declaring the same index

FundTERIncomeFund size
SP5C · Amundi · 3 classes
0.05%Dist. · Acc.15.9 mld EUR
A500 · Amundi · 3 classes
0.15%Dist. · Acc.2.8 mld EUR
CSP5 · Amundinot on Borsa Italiana
0.03%Acc.21 mln EUR
PSP5 · Amundinot on Borsa Italiana
0.12%Acc.1.2 mld EUR
5 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.

Italian taxation

Effective rate on capital gains
26.00%
White-list share
not applicable
Equity fund per the issuer-declared asset class: it cannot hold «white list» government bonds, so capital gains are taxed at the full 26% Italian rate. That is why the issuer publishes no semi-annual certificate.
Deep-dive into this fund’s taxation →

Stock exchange listings

ExchangeTickerTrading since
Borsa Italiana (ETFplus)AQUIL28 Jul 2026
+ 4 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 Fineco AM Amundi S&P 500 UCITS ETF Acc track?
The issuer Amundi declares the benchmark: S&P 500 Net Total Return Index.
How much does AQUIL cost?
The issuer-declared TER is 0.10% per year; the transaction costs estimated in the KID are 0.00%.
What is the fund size of AQUIL?
The fund size declared by Amundi is about 1 million euro.
When was AQUIL launched?
The fund was launched on 21 July 2026: it has been trading for 45 days: the page fills up as the issuer publishes data.
How does AQUIL replicate its index?
It is a passively managed ETF: it follows the declared index. Physical (issuer wording: “Direct(Physical)”).
Does AQUIL pay dividends?
No: it is an accumulating share class — income stays in the fund and is reinvested automatically (issuer wording: “Capitalisation”).
What was AQUIL's worst fall?
Over the available history (since 2026), the maximum drawdown was -3.15%, reached in August 2026. Past performance is not indicative of future results.
How many securities does AQUIL hold?
The declared portfolio holds 1 securities; the top 10 positions weigh 100%.
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.