LAmundi PEA S&P 500 Screened UCITS ETF(PE500 sticker) is an innovative investment solution that combines exposure to the 500 largest US companies with a responsible approach via ESG criteria. This ETF eligible for the AEP allows French investors to benefit from the growth of the US market while benefiting from attractive tax advantages. With a competitive cost of 0.25% per year, it is a key tool for diversifying a portfolio to the United States.
Presentation of the Amundi PEA S&P 500 screened UCITS ETF
LAmundi PEA S&P 500 Screened UCITS ETF(ISIN: FR0013412285) was launched on 25 April 2019 by Amundi, European leader in asset management. Home in France, this ETF reproduces the performance of the S&P 500 Scored & Screened+ index, a filtered version of the famous S&P 500 index.
The particularity of this ETF is its approachscreenedwhich applies environmental, social and governance (ESG) criteria while retaining the sectoral allocation of the traditional S&P 500. This methodology excludes the least rated companies according to these ESG criteria, while maintaining a balanced representation of the various U.S. economic sectors.
| Characteristics | Detail |
|---|---|
| Full name | Amundi PEA S&P 500 Screened UCITS ETF |
| Ticker | PE500 |
| ISIN | FR0013412285 |
| Date of launch | 25 April 2019 |
| Home | France |
| Eligibility | Yes |
The underlying index maintains a diversified exposure in the technological, financial, health and consumer sectors, accurately reflecting the composition of the US market while integrating a responsible dimension.
Technical specifications and costs of the Amundi PEA ETF S&P 500
LAmundi PEA S&P 500 Screeneddisplays a total fee ratio (TER) of0.25% per year, which places him competitively among theETF S&P 500 eligible for AEP. This annual commission covers the costs of managing, administering and replicating the index.
The ETF uses asynthetic swap replication method, which allows the performance of the index to be accurately reproduced without physically holding all the securities. Dividends are automatically reinvested (capitalisation), thus optimising long-term capital growth.
With an outstanding amount under management ofEUR 765 millionThe ETF is sufficiently large to ensure satisfactory liquidity and reduced spreads in transactions. This size placed him among the most important S&P 500 ETFs in the French market.
Compared toAmundi PEA S&P 500 UCITS ETF Acc FR0011871128, a classic version without ESG filtering, the PE500 offers slightly higher fees but incorporates a responsible investment approach sought by many investors.
How to invest in Amundi PEA S&P 500 screened
To invest in this ETF, you need to have aShare Savings Planopen to an online broker or traditional bank. The main platforms offering the ETF PE500 include:
- Fortuneo Bank with reduced brokerage fees
- Direct Stock Exchange offering a full range of ETF
- Boursorama Bank with competitive rates
- Degiro for investors looking for the lowest fees
The ETF is rated onEuronext Parisand can be purchased during quote schedules, from 9:00 a.m. to 5:30 p.m. on weekdays. The minimum amount of investment generally corresponds to the price of one share, i.e. around EUR 50 to 80 depending on market fluctuations.
Investment in this ETF via a PEA benefits from major tax advantages: exemption from capital gains tax after 5 years of holding and possibility of reinvesting gains without immediate taxation. These benefits make the EAP a preferred vehicle for long-term investment in US markets.
To diversify your investments into S&P 500 ETFs, discover theBNP Paribas Easy S&P 500 UCITS ETF: analysis, fees, performance and reviews.
To further diversify your portfolio, also discoverAmundi MSCI World: Comprehensive ETF Analysis and Investment Guide 2025, which offers a global exposure to international markets.
Investment risks and considerations
Investment inAmundi PEA S&P 500 ScreenedThere are several risks that should be assessed prior to placement. The main risk arises from exchange rate fluctuations between the euro and the US dollar, which may amplify or reduce performance according to currency developments.
Another area of attention is the volatility of the US market. U.S. equities may undergo significant corrections in economic or geopolitical crises, resulting in temporary or lasting losses of investment capital.
Thesynthetic replication by swapintroduces a limited but real counterparty risk. In the event of default of the swap counterpart, the ETF may not fully reproduce the performance of the index, although protective mechanisms are in place.
This ETF is mainly suitable for investors who:
- An investment horizon of at least 5 to 10 years
- Moderate to high risk tolerance
- Ability to withstand significant fluctuations in value
- Interest in responsible investment
Summary for investment in ETF PE500
The Amundi PEA S&P 500 Screened UCITS ETF is a modern investment solution that combines potential performance and responsible approach. With its 0.25% controlled costs and eligibility for the PEA, it offers French investors privileged access to the dynamism of the US market while benefiting from advantageous taxation. The ESG dimension of this ETF meets the growing expectations of environmental and social investors, without sacrificing the sectoral diversification of S&P 500.