assembling live data
CSPX–VUAA–IWDA–VWRA–VWRP–EIMI–CNDX–EQQQ–WSML–SXR8–EQQQ–CSPX–VUAA–IWDA–VWRA–VWRP–EIMI–CNDX–EQQQ–WSML–SXR8–EQQQ–
Luxembourg·MSCI China Tech IMI All Share Stock Connect ESG Filtered·Trades in USDiA live newsflow desk — the headlines moving a fund and its benchmark, shown next to the performance chart so you can see what drove a move without leaving the page. It is coming soon, once a licensed news feed is in place.
Luxembourg (LU)Answered from the same data and calculations used above.
Amundi MSCI China Tech ESG Screened UCITS ETF USD (CC1U) is domiciled in Luxembourg (LU). A Luxembourg-domiciled UCITS fund receives US dividends at a 15% treaty withholding rate inside the fund, versus the 30% statutory rate on dividends paid directly to a non-resident (generally 25% for an Indian resident under the India-US treaty with a valid W-8BEN). The fund-level 15% is deducted before NAV and is not reclaimable by you. Its shares also sit outside US estate tax, which applies to US-situs assets above $60,000 for non-resident aliens.
Amundi MSCI China Tech ESG Screened UCITS ETF USD (CC1U) tracks the MSCI China Tech IMI All Share Stock Connect ESG Filtered. Any fund tracking the same index gives you materially the same exposure, so cost, size and share class are usually what separate the alternatives, not the strategy.
Over the measured window CC1U showed annualised volatility of about 27.3% and a worst peak-to-trough fall of 42.3%. Volatility describes the size of a typical swing; the drawdown is what actually happened at the worst moment, and it is the number worth checking you could have held through.
CC1U returned 5.3% in total over the trailing five years, measured in USD. Past performance describes what the index did, not what it will do, and for an index tracker it is mostly a statement about the market rather than about the manager.
Amundi MSCI China Tech ESG Screened UCITS ETF USD (CC1U) launched on 2009-01-21, giving it about 18 years of history. Note that a price series for one exchange listing can start later than the fund itself if the listing was added afterwards.