TheETFAmundi MSCI Worldoffer French investors diversified access to global equity markets with two distinct options. Amundi offers a classic version and an eligible version PEA, each adapted to specific investment profiles. These funds replicate the MSCI World Index, which brings together more than 1,500 companies from developed countries, representing about 85% of the global market capitalization.
Amundi MSCI World ETFs available: features and codes
Amundi markets two distinct ETFs to invest in the MSCI World Index, each with significant technical specificities.
Amundi MSCI World UCITS ETF EUR (CW8)
This fund, identified by ISIN codeLU1681043599and the stickerCW8is the classic version of the Amundi MSCI World ETF. It has an annual management fee of 0.38% and uses an optimized physical replication method. The minimum entrance ticket usually amounts to one part, i.e. about 400 euros depending on the current price.
This version is not eligible for EAP but can be held in an ordinary securities account (CTO) or life insurance. Dividends are distributed quarterly.
Amundi PEA World MSCI World UCITS ETF
LAmundi MSCI WorldPEA version with ISIN codeFR001400U5Q4and has a reduced fee of 0.20% per year. This version uses a synthetic replication and benefits from PEA eligibility, allowing advantageous taxation after 5 years of detention.
| Characteristics | Classic version (CW8) | PEA version |
|---|---|---|
| ISIN code | LU1681043599 | FR001400U5Q4 |
| Annual fee | 0,38% | 0,20% |
| Replication | Optimized physics | Synthetic |
| Eligibility | No | Yes |
Amundi MSCI World ETF costs and performance
The cost analysis reveals a significant difference between the two versions.Amundi MSCI World, directly influencing net performance for the investor.
Detailed cost structure
The PEA version has the advantage of reduced management costs to 0.20% compared to 0.38% for the classic version. This 0.18% annual difference represents a significant long-term impact. Out of an investment of EUR 10 000 maintained for 15 years, the difference in costs generates a difference of around EUR 500 in favour of the PEA version.
Transaction fees vary according to the broker chosen. Boursorama offers a brokerage fee of EUR 1.99 per order on ETFs, while Bourse Direct applies a declining rate starting at EUR 0.99.
Historical performance and tracking error
BothETF Amundi MSCI Worldperform consistently with their MSCI Daily Net TR World Euro benchmark. Tracking error is generally less than 0.15% for both versions, demonstrating effective management.
The PEA synthetic version sometimes has a slight overperformance due to its replication structure, while the physical version more closely follows the movement of the index without leverage.
How to buy Amundi MSCI World ETFs
Acquisition of aETF Amundi MSCI Worldsimply via the main French online brokerage platforms.
Purchasing steps on Boursorama Bank
- Log in to your customer space and select « Scholarship »
- Search for ISIN code or desired ETF name
- Choose the order type (market or limited price)
- Define the amount of shares to be acquired
- Validate order after verification of fees
Recommendations by investor profile
For beginners with a PEA, lAmundi MSCI WorldPEA version is the optimal choice thanks to its reduced costs and advantageous taxation. Experienced investors can arbitrate between the two versions according to their overall diversification strategy.
To understand howAmundi MSCI World UCITS ETF is a pillar of global diversificationIt is essential to analyse their structure and benefits for any investment portfolio.
The minimum amount recommended to start is around 500 euros in order to limit the proportional impact of brokerage fees.
Comparison with competition and optimal choice
The MSCI World ETF market offers several competing alternatives that need to be objectively analysed against solutionsAmundi MSCI World.
Comparative analysis of the main competitors
Lyxor Core MSCI World (LCUW) has an annual fee of 0.12%, lower than Amundi offers, but is not eligiblePEA. L的iShares Core MSCI World UCITS ETF(IWDA) also has a charge of 0.20% with a larger asset size under management, ensuring better liquidity.
| ETF | Annual fee | Assets under management | Eligibility |
|---|---|---|---|
| Amundi MSCI World (PEA) | 0,20% | 700M€ | Yes |
| Lyxor Core MSCI World | 0,12% | 3.2Md€ | No |
| iShares Core MSCI World | 0,20% | 65Md€ | No |
Customized recommendations
For holders of an AEP,Amundi MSCI WorldPEA version is naturally the only option available in this tax envelope. Investors using a CTO benefit from a wider choice and can favour ETFs at the most competitive costs according to their priorities.
Summary to optimize your investment
TheETF Amundi MSCI Worldeffectively meet the international diversification needs of French portfolios. The PEA version, despite its synthetic replication, offers the best compromise for eligible investors thanks to its reduced costs and attractive taxation. CTO investors must evaluate the entire competitive offer to optimize their choice according to their specific objectives.