← Search another ETF⎙ Printable sheet (PDF)
ETF sheet · Issuer-declared data
🇮🇹 Effective capital-gains rate: 26.00%details →

Amundi Core USD Corporate Bond UCITS ETF EUR Hedged AccIndex, costs, backtest, listings and taxation

ISIN: LU2977997381Ticker: CBDE (Xetra) · CBDE (London SE)Issuer: AmundiClass: UCITS ETF EUR Hedged Acc Currency hedging: EUR-hedged share class
Issuer-declared data
Declared index
Bloomberg US Corporate Liquid Issuer Unhedged USD
TER
0.09%
Transaction costs
0.07% (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
2.2 mln EUR
NAV
10.09 EUR (31 August 2026)
Domicile
Luxembourg
Inception date
4 March 2025
Data as declared by Amundi in the issuer’s official files and endpoints · collected on 2 September 2026 (monthly refresh). Facts only, no recommendation.
📬 Follow the engine as we build it

One email when new issuers, new metrics and new articles land. Double opt-in, zero spam, one-click unsubscribe.

Description

Amundi Core USD Corporate Bond UCITS ETF EUR Hedged Acc tracks the issuer-declared index: Bloomberg US Corporate Liquid Issuer Unhedged USD. Mind the share class: this is the version hedged to EUR — returns reflect the index plus the effect (and cost) of hedging into that currency. The declared annual cost (TER) is 0.09%, plus 0.07% 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 2 million euro, was launched on 4 March 2025 and is domiciled in Luxembourg. In our registry 1 other ETFs declare the same index.

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

This Sub-Fund is passively managed. The objective of this Sub-Fund is to track the performance of Bloomberg US Corporate Liquid Issuer Index (the “Index”), and to minimize the tracking error between the net asset value of the Sub-Fund and the performance of the Index. The anticipated level of the tracking error, under normal market conditions, is indicated in the prospectus of the Sub-Fund. The Index is a Total Return Index : the coupons paid by the Index constituents are included in the index return. Bloomberg US Corporate Liquid Issuer Index is a bond index that measures the more liquid subset of the Bloomberg US Corporate Index, which tracks the investment grade, fixed-rate, taxable corporate bond market and includes USD-denominated securities publicly issued by US and non-US industrial, utility, and financial issuers (the Parent Index). More information about the composition of the index and its operating rules are available in the prospectus and at: bloomberg.com The Index value is available via Bloomberg (I38697US). The exposure to the Index will be achieved through a Direct Replication, mainly by making direct investments in transferable securities and/or other eligible assets representing the Index constituents in a proportion extremely close to their proportion in the index. The Sub-Fund intends to implement a sampled replication model in order to track the performance of the Index and it is therefore not expected that the SubFund will hold each and every underlying component of the Index at all times or hold them in the same proportion as their weightings in the Index. The Sub-Fund may also hold some securities which are not underlying components of the Index. The Investment Manager will be able to use derivatives in order to deal with inflows and outflows and also if it allows a better exposition to an Index constituent. In order to generate additional income to offset its costs, the Sub-Fund may also enter into securities lending operations. In order to hedge the currency of the share against the currency of the index, the Fund uses a hedging strategy which reduces the impact of changes between the currency of the Index and the currency of the share class.

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 with the ability to bear losses up to the amount invested.

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 Amundi Index Solutions 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 Luxembourg S.A. at 5, allée Scheffer 2520 Luxembourg, Luxembourg.

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 0.09%: below the median of bond ETFs we track (0.15%).
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 documentFactsheetPDF in English, 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 Mar 2025 to Sept 2026
Compare with another ETF
Only funds we hold a history for. Three at a time, at most.
Return
+1.3%
Annualised
+0.9%
Volatility (ann.)
5.4%
Max drawdown
-4.02%
-6%-2%+2%+5%+9%Mar 2025Jul 2025Dec 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%)+1%Mar 2025Sept 2026
Currency-hedged share class: our figures are computed on the issuer’s NAV, where the hedge is applied at the daily fixing. Comparison sites using the exchange price may show returns and volatility that differ by 1–2 points: on hedged classes the price-vs-NAV gap is structurally wider and grows with the length of the window. Not a data error — a measurement convention. Details in the methodology.
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%-2%-4%-6%-8%-10%20252026−4.02% · 01 Sept 2026
Max drawdown
-4.02%
peak → trough
Trough
01 Sept 2026
from the 28 Oct 2025 peak
Recovery time
not yet
recovery only: trough to break-even
Underwater
315 days
decline + recovery: peak to break-even · ≈ 10 months · (ongoing)

The five worst falls in the period

From the peak ofTroughDepthBack to break-evenDays underwater
28 Oct 202501 Sept 2026-4.02%ongoing315
03 Apr 202511 Apr 2025-3.35%24 Jun 202582
01 Jul 202515 Jul 2025-1.55%29 Jul 202528
20 Mar 202527 Mar 2025-1.13%03 Apr 202514
16 Sept 202525 Sept 2025-1.11%16 Oct 202530

Calendar-year returns

2025
4.1%
2026
-2.7%

Month-by-month returns

JanFebMarAprMayJunJulAugSeptOctNovDecYear
2026-0.11.4-2.60.30.7-0.0-2.30.3-0.3-2.7
2025-0.2-0.21.8-0.10.81.60.10.5-0.54.1
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

We do not publish a tracking difference for this share class — and it is not an oversight.

CBDE is hedged to EUR; the index the issuer places next to it in its documents is the unhedged, foreign-currency version. Subtracting one from the other does not measure replication quality: it measures the exchange rate. In a year when the currency moves 5%, “the TD” would come out near 5 points — a plausible-looking number, with decimals, and wrong.

Other sites publish that number. We would rather show one figure less than one figure wrong: the TD will return here the day we have the EUR-hedged index series, which the issuer does not publish today.

What tracking difference is and how we compute it →

Risk indicators· EUR

Last yearFull history
Volatility (ann.)4.81%5.35%
Max drawdown-4.02%-4.02%
Sharpe-1.02-0.24
Sortino-1.33-0.32
Windows longer than the available price history cannot be computed and are not shown: they will appear on their own as time passes. The max drawdown is identical across windows because the deepest fall is recent (peak 28 Oct 2025 → trough 1 Sept 2026): one episode dominates every look-back period. 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.

Duration and maturities

Duration · modified duration
7.65years

Price sensitivity to rates: the longer, the more the fund moves. What is duration →

Maturity breakdown (% of fund)
Short term
3.36%
2 years
8.45%
5 years
22.46%
7 years
18.54%
10 years
13.59%
15 years
6.56%
20 years
13.95%
30 years
13.08%

Source: factsheet Amundi, data as of 31 July 2026. Values as declared by the issuer, not computed by us; updated with the monthly document.

Credit rating

How the portfolio is spread by credit quality: from AAA (strongest) downwards. More weight in the top buckets = lower risk that an issuer fails to pay, usually with lower yields.

Rating breakdown (% of fund)
AAA
0.88%
AA
11.47%
A
43.73%
BBB
40.93%
Not rated
0.05%
Other
2.93%

Source: factsheet Amundi, data as of 31 July 2026. Values as declared by the issuer, not computed by us; updated with the monthly document.

Ratings are those the issuer assigns to portfolio holdings under its own methodology (usually the median of S&P, Moody’s and Fitch); scale and buckets are those of the original document.

Portfolio holdings

Securities in portfolio
2,895
Top-10 weight
1.5%

Top 10 holdings

ANHEUSER BUSCH 4.9% 01/02/2046 · ZS2126580
0.17%
SPACE EXPLORA 5.65% Jul33 · DM2827697
0.15%
SPACE EXPLORA 5.875% Jul36 · DM2827838
0.15%
CVS HEALTH CO 5.05% Mar48 · AR6336036
0.15%
SPACE EXPLORA 5.35% Jul31 · DM2827390
0.15%
META PLATFORM 6.3% May56 · DK0023681
0.15%
T-MOBILE USA 3.875% Apr30 · BP2643941
0.15%
WACHOVIA BANK 6.6% Jan38 · EH1002276
0.14%
WELLS FARGO C VAR Apr31 · YP6519712
0.14%
AMAZON.COM IN 4.25% Mar31 · DG5179461
0.13%

Sectors

Financials
32.9%
Health Care
13.3%
Communications
11.9%
Technology
9.6%
Energy
8.0%
Consumer Discretionary
6.6%
Consumer Staples
5.6%

Countries

AfghanistanAngolaAlbaniaUnited Arab EmiratesArgentinaArmeniaFrench Southern and Antarctic LandsAustralia: 0.9%AustriaAzerbaijanBurundiBelgium: 0.7%BeninBurkina FasoBangladeshBulgariaThe BahamasBosnia and HerzegovinaBelarusBelizeBoliviaBrazilBruneiBhutanBotswanaCentral African RepublicCanada: 2.4%Switzerland: 0.2%ChileChina: 0.2%Ivory CoastCameroonDemocratic Republic of the CongoRepublic of the CongoColombiaCosta RicaCubaCyprusCzech RepublicGermany: 0.4%DjiboutiDenmarkDominican RepublicAlgeriaEcuadorEgyptEritreaSpain: 0.7%EstoniaEthiopiaFinlandFijiFalkland IslandsFrance: 0.4%GabonUnited KingdomGeorgiaGhanaGuineaGambiaGuinea BissauEquatorial GuineaGreeceGreenlandGuatemalaFrench GuianaGuyanaHondurasCroatiaHaitiHungaryIndonesiaIndiaIreland: 0.4%IranIraqIcelandIsraelItalyJamaicaJordanJapan: 1.9%KazakhstanKenyaKyrgyzstanCambodiaSouth KoreaKosovoKuwaitLaosLebanonLiberiaLibyaSri LankaLesothoLithuaniaLuxembourgLatviaMoroccoMoldovaMadagascarMexicoMacedoniaMaliMyanmarMontenegroMongoliaMozambiqueMauritaniaMalawiMalaysiaNamibiaNew CaledoniaNigerNigeriaNicaraguaNetherlands: 0.4%NorwayNepalNew ZealandOmanPakistanPanamaPeruPhilippinesPapua New GuineaPolandPuerto RicoNorth KoreaPortugalParaguayQatarRomaniaRussiaRwandaWestern SaharaSaudi ArabiaSudanSouth SudanSenegalSolomon IslandsSierra LeoneEl SalvadorSomaliaRepublic of SerbiaSurinameSlovakiaSloveniaSwedenSwazilandSyriaChadTogoThailandTajikistanTurkmenistanEast TimorTrinidad and TobagoTunisiaTurkeyTaiwanUnited Republic of TanzaniaUgandaUkraineUruguayUnited States of America: 87.3%UzbekistanVenezuelaVietnamVanuatuWest BankYemenSouth AfricaZambiaZimbabwe
up to 1%1–5%5–15%15–30%over 30%
Hover a country for its percentage.
Top 7 countries
United States87.3%
United Kingdom4.1%
Canada2.4%
Japan1.9%
Australia0.9%
Spain0.7%
Belgium0.7%
Download the full portfolio — Excel, 2,896 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 →

ETFs declaring the same index

FundTERIncomeFund size
ETFUSC · Amundi · 3 classes
0.07%Dist. · Acc.63 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.

Italian taxation

Effective rate on capital gains
26.00%
White-list share
0.00%
From the government-bond («white list») share certified by the issuer every semester: 12.5% on that portion, 26% on the rest.
Deep-dive into this fund’s taxation →

Stock exchange listings

ExchangeTickerTrading since
Börse DüsseldorfCBDE25 Mar 2025
Börse FrankfurtCBDE25 Mar 2025
Börse HamburgCBDE2 Sept 2025
Börse HannoverCBDE2 Sept 2025
Börse München / gettexCBDE25 Mar 2025
Börse StuttgartCBDE27 Mar 2025
Tradegate ExchangeCBDE31 Mar 2025
Xetra (Deutsche Börse)CBDE25 Mar 2025
+ 8 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 Core USD Corporate Bond UCITS ETF EUR Hedged Acc track?
The issuer Amundi declares the benchmark: Bloomberg US Corporate Liquid Issuer Unhedged USD.
How much does CBDE cost?
The issuer-declared TER is 0.09% per year; the transaction costs estimated in the KID are 0.07%.
How is CBDE taxed in Italy?
On sale, the capital gain is taxed at an effective 26.00% rate (white-list share 0.00%): 12.5% on the government-bond “white list” portion, 26% on the rest.
What is the fund size of CBDE?
The fund size declared by Amundi is about 2 million euro.
When was CBDE launched?
The fund was launched on 4 March 2025: it has 1 year of history.
How does CBDE replicate its index?
It is a passively managed ETF: it follows the declared index. Physical (issuer wording: “Direct(Physical)”).
Does CBDE pay dividends?
No: it is an accumulating share class — income stays in the fund and is reinvested automatically (issuer wording: “Capitalisation”).
Where does CBDE trade?
Per the official ESMA register it trades on 8 main exchanges, including Börse Düsseldorf (CBDE), Börse Frankfurt (CBDE), Börse Hamburg (CBDE), Börse Hannover (CBDE), Börse München / gettex (CBDE), Börse Stuttgart (CBDE).
What was CBDE's worst fall?
Over the available history (since 2025), the maximum drawdown was -4.02%, reached in September 2026. Past performance is not indicative of future results.
How many securities does CBDE hold?
The declared portfolio holds 2,895 securities; the top 10 positions weigh 1.5%.
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.