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CI2U
-67.92 · -6.85%
£923.86 · LSE
Amundi MSCI India UCITS USD | India Equity
Amundi Luxembourg S.A. · Luxembourg
AUM:$77.1M
#– of – in India Equity ETFs
ℹ️
Reward Rating
45
Moderate
-10.21% 1Y return
ℹ️
Risk Rating
76
High
Risk Assessment
ℹ️

Educational tool only – Scores are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

📉 Down 10.2% over the past year, indicating modest price weakness.

Cost Efficiency

⚠️ Ongoing charge of 0.80% — above average for this category.

What is CI2U?

Amundi MSCI India UCITS USD tracks Morningstar India TME NR USD, providing diversified exposure across 1 holdings. Its ongoing charge is 0.80%.

Performance Highlights

Investment Breakdown

Negative 12-Month Return
CI2U returned -10.2% over the past year, reflecting recent market conditions.
Higher Cost Profile
Ongoing charge of 0.80% is above average. Verify whether the strategy justifies the cost.
Concentrated Holdings
Top 10 holdings account for 100.0% of the ETF — significant weight in a small number of names.

Openbook Analysis

Performance: Moderate (45)

The scoring profile reflects subdued historical performance over the measured period. The ongoing charge of 0.80% should be considered against long-term return expectations. Risk indicators are high, reflecting meaningful price sensitivity (historical).

For informational and educational purposes only. Not financial advice. Past performance is not indicative of future results.

ETF Information
AUM$77.1M
Ongoing Charge0.80%
Dividend Yield1.80%
Holdings1
Inception DateApr 2018
DomicileLuxembourg
Distribution–
IndexMorningstar India TME NR USD
ProviderAmundi Luxembourg S.A.
Beta–
CategoryIndia Equity
CurrencyUSD
Portfolio Impact

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6168
+7 points · better diversified
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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
-12.4%
1Y
-12.3%
3Y
+17.7%
5Y
+18.9%
OpenBook InsightIf you had invested £10,000 in CI2U 5 years ago, it would have grown to £11,891 — a gain of £1,891.

Annual Returns

Calendar year performance

CI2U delivered positive returns in 2 of the last 5 calendar years.
YearCI2U
2026 YTD-12.2%
2025-0.1%
2024+9.9%
2023+18.8%
2022-10.3%
CAGR 4yr+4.0%
2/5 positive yearsAvg return: +1.2%Worst year: -12.2% (2026)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
67%
Positive
Volatility
21.5%
Moderate
Momentum
-2.4%
30-day change
Support Level
882.55
Key floor
Key Insights
  • Price is consolidating, with low momentum over the recent period.
  • Monitor key support and resistance levels as part of broader risk assessment.

Reward Rating Breakdown

Our reward rating analyses CI2U's attractiveness using 4 weighted factors. Each factor is scored 0-100, then combined using the weights shown below. Past performance does not guarantee future results.

Overall Reward Rating
45
Moderate REWARD
Data Coverage: %
Factor Framework
Performance
Has the ETF delivered strong historical returns versus similar ETFs?
Cost Efficiency
Is the ETF cheap to own over long periods?
Income
Does it provide attractive and consistent distributions?
Diversification Quality
Does it spread exposure across holdings, sectors, and regions?

📈 Performance

Weight: 30%
36/100

Has the ETF delivered strong historical returns versus similar ETFs? Combines 1/3/5/10-year returns with the Sharpe ratio (risk-adjusted return).

1Y Return
-10.21%
Very Weak
3Y Return
6.83%
Neutral
5Y Return
5.04%
Neutral
10Y Return
0.00%
Weak
Sharpe Ratio
—
No Data

Weak historical performance: 1-year return of -10.21%, 3-year annualised 6.83%, 5-year annualised 5.04%. Past performance is not indicative of future results.

💰 Cost Efficiency

Weight: 30%
68/100

Is the ETF cheap to own over long periods? Low ongoing charges compound into meaningful additional returns over a 10-year horizon.

Ongoing Charge
0.80%
Very Weak
Net Expense Ratio
0.00%
Very Good
Annual Turnover
0.00%
Very Good
Tracking Difference
—
No Data

Reasonable cost profile: ongoing charge of 0.80%, net expense ratio of 0.00%, annual turnover of 0.0%.

💵 Income

Weight: 15%
50/100

Does the ETF provide attractive and consistent distributions? Combines the current yield with distribution frequency.

Distribution Yield
1.80%
Weak
Distribution Frequency
—
No Data

Modest income profile: distribution yield of 1.80%.

🌐 Diversification Quality

Weight: 25%
24/100

Does the ETF spread exposure across many holdings, sectors, and regions? Concentrated funds can be doing exactly what they're meant to do — treat the score as context, not a verdict.

Holdings
1
Very Weak
Top 10 Concentration
100.00%
Very Weak
Top Sector
Financial Services28.5%
Neutral
Top Region
Asia Emerging100.0%
Very Weak

Heavily concentrated — returns will be driven by a narrow slice of the market: 1 holdings, top 10 at 100.0%, Financial Services sector at 28.5%, Asia Emerging at 100.0%.

Scores are derived from fund-provider disclosures and historical data. For informational and educational purposes only — not investment advice. Past performance is not indicative of future results.

Risk Rating Breakdown

Our risk rating analyses CI2U using 4 weighted factors. A higher score indicates higher risk. This is a framework for understanding exposure — concentrated funds can still be doing exactly what they're meant to do.

Overall Risk Rating
76
High RISK
Data Coverage: 83%
Factor Framework
Holdings Concentration
How much of the fund sits in its largest positions? Few dominant names mean returns ride on those companies.
Market Exposure
Geographic, sector and cyclical dependencies. High single-country or single-sector weight increases macro sensitivity.
Volatility
Historical price movement, beta and drawdowns — how sharply the fund moves relative to the market.
Income Reliability
How dependable the distribution yield is — cyclical-sector dependency and unusually high yields can flag payout risk.

🎯 Holdings Concentration

Weight: 25%
90/100

How much of the fund sits in a small number of positions? If the top holdings dominate, returns will be driven by those specific companies rather than the broader index.

Top 10 Weight
100.00%
High Risk
Largest Holding
100.00%
High Risk
Number of Holdings
1
High Risk
HHI (weight²)
10,000
High Risk

Holdings-level concentration is high: top 10 holdings at 100.0%, largest single position at 100.00%, 1 total holdings.

🌍 Market Exposure

Weight: 25%
77/100

How dependent is the fund on a single country, sector or economic cycle? Heavy exposure to one market means a single macro event can drive most of the return.

Top Region
Asia Emerging100.0%
High Risk
Top Sector
Financial Services28.5%
Moderate
Top 2 Sectors
40.86%
Moderate
Cyclical Sectors
57.14%
Elevated

High market-exposure risk — returns closely track a narrow slice of the market: Asia Emerging at 100.0%, Financial Services sector at 28.5%, 57.1% in cyclical sectors.

📊 Volatility

Weight: 35%
72/100

How sharply does the fund move day-to-day and how deep have its drawdowns been? High volatility means wider return outcomes over short horizons.

1Y Volatility
18.90%
Moderate
Beta
—
No Data
Max Drawdown
—
No Data

High historical volatility — expect meaningful short-term swings: 1Y volatility of 18.90% (historical).

💵 Income Reliability

Weight: 15%
61/100

How dependable is the fund's distribution yield? Heavy cyclical-sector exposure or unusually high yields can flag vulnerability to dividend cuts in a downturn.

Current Yield
1.80%
Lower Risk
Cyclical Sector Exposure
57.14%
Elevated
Top-Sector Dependency
Financial Services28.5%
Moderate

Income has some cyclical dependency: yield of 1.80%, 57.1% in cyclical sectors (financials, energy, materials, industrials, real estate), Financial Services sector at 28.5%.

Scores are derived from fund-provider disclosures and historical data. For informational and educational purposes only — not investment advice. Risk scoring is model-based and past data does not guarantee future results.
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