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Amundi MSCI Europe High Dividend Factor UCITS ETF DistIndex, costs, backtest, listings and taxation

ISIN: LU3402750635Ticker: EHFCIssuer: AmundiClass: UCITS ETF Dist
ETF launched on 2 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
Dividendsafter the first distribution declared by the issuer
Issuer-declared data
Declared index
MSCI Europe High Dividend Yield Net Return EUR Index
TER
0.23%
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 mln EUR
NAV
5.08 EUR (1 September 2026)
Domicile
Luxembourg
Inception date
2 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

Amundi MSCI Europe High Dividend Factor UCITS ETF Dist tracks the issuer-declared index: MSCI Europe High Dividend Yield Net Return EUR Index. The declared annual cost (TER) is 0.23%, plus 0.00% in transaction costs estimated by the issuer in the KID. Replication is synthetic replication (swap based); income is distributed to investors. The fund has assets of about 1 million euro, was launched on 2 July 2026 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 MSCI Europe High Dividend Yield 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 Net Total Return Index : dividends net of tax paid by the index constituents are included in the Index return. MSCI Europe High Dividend Yield Index is an equity index representative of leading securities traded in the markets of the European countries with the highest dividend yields in their respective developed countries (as define in the index methodology). More information about the composition of the index and its operating rules are available in the prospectus and at: msci.com The Index value is available via Bloomberg (M1EUHDVD). The Sub-Fund will apply an indirect replication methodology to get exposition to the Index. The Sub-Fund will invest into a total return swap (financial derivative instrument) delivering the performance of the Index against the performance of the assets held. Derivatives are integral to the SubFund's investment strategies.

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 and to receive income 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:The Fund’s amounts available for distribution (if any) will be distributed.

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.

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
-0.1%
Volatility (ann.)
8.4%
Max drawdown
-3.41%
-3%-1%+2%+4%+7%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%)0%Jul 2026Sept 2026
Distributing fund: the chart shows PRICE only, which drops at each dividend payment. The issuer does not publish a dividends-reinvested series, so total performance is higher than what you see.
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%2026−3.41% · 08 Sept 2026
Max drawdown
-3.41%
peak → trough
Trough
08 Sept 2026
from the 29 Jul 2026 peak
Recovery time
not yet
recovery only: trough to break-even
Underwater
41 days
decline + recovery: peak to break-even · (ongoing)

The five worst falls in the period

From the peak ofTroughDepthBack to break-evenDays underwater
29 Jul 202608 Sept 2026-3.41%ongoing41
17 Jul 202621 Jul 2026-0.82%27 Jul 202610
13 Jul 202614 Jul 2026-0.11%15 Jul 20262
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
49
Top-10 weight
55.5%

Top 10 holdings

APPLE INC · AAPL UW
9.11%
NVIDIA CORP · NVDA UW
8.50%
AMAZON.COM INC · AMZN UW
8.38%
ASTERA LABS INC · ALAB UW
5.58%
ELI LILLY & CO · LLY UN
4.49%
INTL BUSINESS MACHINES CORP · IBM UN
4.32%
ATI INC · ATI UN
4.06%
META PLATFORMS INC-CLASS A · META UW
3.72%
BROADCOM INC · AVGO UW
3.71%
MICRON TECHNOLOGY INC · MU UW
3.63%
Download the full portfolio — Excel, 50 rows
Full portfolio declared by Amundi, as of 19 August 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
CD9 · Amundinot on Borsa Italiana
0.23%Acc.496 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
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
Börse DüsseldorfEHFC29 Jul 2026
Börse FrankfurtEHFC29 Jul 2026
Börse HannoverEHFC4 Aug 2026
Börse München / gettexEHFC29 Jul 2026
Börse StuttgartEHFC3 Aug 2026
Tradegate ExchangeEHFC10 Aug 2026
Xetra (Deutsche Börse)EHFC29 Jul 2026
+ 6 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 MSCI Europe High Dividend Factor UCITS ETF Dist track?
The issuer Amundi declares the benchmark: MSCI Europe High Dividend Yield Net Return EUR Index.
How much does EHFC cost?
The issuer-declared TER is 0.23% per year; the transaction costs estimated in the KID are 0.00%.
What is the fund size of EHFC?
The fund size declared by Amundi is about 1 million euro.
When was EHFC launched?
The fund was launched on 2 July 2026: it has been trading for 70 days: the page fills up as the issuer publishes data.
How does EHFC replicate its index?
It is a passively managed ETF: it follows the declared index. Synthetic (swap) (issuer wording: “Indirect(Swap Based)”).
Does EHFC pay dividends?
Yes: it is a distributing share class — income is paid out periodically (issuer wording: “Distribution”).
Where does EHFC trade?
Per the official ESMA register it trades on 7 main exchanges, including Börse Düsseldorf (EHFC), Börse Frankfurt (EHFC), Börse Hannover (EHFC), Börse München / gettex (EHFC), Börse Stuttgart (EHFC), Tradegate Exchange (EHFC).
What was EHFC's worst fall?
Over the available history (since 2026), the maximum drawdown was -3.41%, reached in September 2026. Past performance is not indicative of future results.
How many securities does EHFC hold?
The declared portfolio holds 49 securities; the top 10 positions weigh 55.5%.
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.