WATC
+0.27 · +3.47%
£8.19 · LSE
Amundi MSCI Water ESG Screened UCITS ETF Acc USD | Sector Equity Water
Amundi Asset Management · UK
AUM:$63.5M
#– of – in Sector Equity Water ETFs
ℹ️
Reward Rating
40
Moderate
Moderate reward profile
ℹ️
Risk Rating
51
Elevated
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

WATC returned +0.0% over the past year, broadly in line with flat market conditions.

Cost Efficiency

💰 Ongoing charge of 0.00% — among the lowest available for this category.

What is WATC?

Amundi MSCI Water ESG Screened UCITS ETF Acc USD tracks S&P Global Water TR, providing diversified exposure across 45 holdings. Its ongoing charge is 0.00%.

Performance Highlights

Investment Breakdown

Modest 1-Year Return
WATC returned 0.0% over the past year.
Ultra-Low Ongoing Charge
Ongoing charge of 0.00% — among the lowest available. Low costs compound favourably over long holding periods.
Moderate Concentration
Top 10 holdings make up 48.1% of the ETF — a moderate level of name concentration.

Openbook Analysis

Performance: Moderate (40)

The scoring profile reflects subdued historical performance over the measured period. The ongoing charge of 0.00% is very competitive. Risk indicators are elevated — volatility warrants consideration (historical).

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

ETF Information
AUM$63.5M
Ongoing Charge0.00%
Dividend Yield0.00%
Holdings45
Inception DateApr 2021
Domicile
Distribution
IndexS&P Global Water TR
ProviderAmundi Asset Management
Beta
CategorySector Equity Water
CurrencyUSD
Portfolio Impact

How would WATC affect your portfolio?

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Example preview
6168
+7 points · better diversified
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Chart Tools

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
-1.1%
1Y
+1.7%
3Y
+37.1%
5Y
+26.3%
OpenBook InsightIf you had invested £10,000 in WATC 5 years ago, it would have grown to £12,626 — a gain of £2,626.

Annual Returns

Calendar year performance

WATC delivered positive returns in 3 of the last 5 calendar years.
YearWATC
2026 YTD-0.4%
2025+14.8%
2024+7.0%
2023+23.6%
2022-21.5%
CAGR 4yr+4.5%
3/5 positive yearsAvg return: +4.7%Worst year: -21.5% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: NEGATIVE
Trend Strength
0%
Negative
Volatility
14.3%
Low
Momentum
-4.9%
30-day change
Support Level
7.63
Key floor
Key Insights
  • Price is currently below all major moving averages, indicating a weaker trend profile.
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.

Reward Rating Breakdown

Our reward rating analyses WATC'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
40
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%
0/100

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
No Data
3Y Return
No Data
5Y Return
No Data
10Y Return
No Data
Sharpe Ratio
No Data

Insufficient performance data available.

💰 Cost Efficiency

Weight: 30%
0/100

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

Ongoing Charge
No Data
Net Expense Ratio
No Data
Annual Turnover
No Data
Tracking Difference
No Data

Insufficient cost data available.

💵 Income

Weight: 15%
Not applicable

This is an accumulating ETF. It reinvests distributions inside the fund rather than paying cash to unit-holders, so income metrics don't apply. Reward is scored on the other three factors with the 15% income weight redistributed proportionally.

🌐 Diversification Quality

Weight: 25%
40/100

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
45
Very Weak
Top 10 Concentration
48.13%
Weak
Top Sector
Industrials78.4%
Very Weak
Top Region
North America64.0%
Neutral

Concentrated but typical for its category: 45 holdings, top 10 at 48.1%, Industrials sector at 78.4%, North America at 64.0%.

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 WATC 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
51
Elevated RISK
Data Coverage: 75%
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%
48/100

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
48.13%
Moderate
Largest Holding
5.73%
Lower Risk
Number of Holdings
45
Elevated
HHI (weight²)
234
Low Risk

Reasonable spread across positions: top 10 holdings at 48.1%, largest single position at 5.73%, 45 total holdings.

🌍 Market Exposure

Weight: 25%
76/100

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
North America64.0%
Moderate
Top Sector
Industrials78.4%
High Risk
Top 2 Sectors
97.76%
High Risk
Cyclical Sectors
79.37%
High Risk

High market-exposure risk — returns closely track a narrow slice of the market: North America at 64.0%, Industrials sector at 78.4%, 79.4% in cyclical sectors.

📊 Volatility

Weight: 35%
35/100

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
10.86%
Lower Risk
Beta
No Data
Max Drawdown
No Data

Moderate volatility in line with broad market: 1Y volatility of 10.86% (historical).

💵 Income Reliability

Weight: 15%
Not applicable

This is an accumulating ETF. Distributions are reinvested inside the fund, so there's no dividend-reliability risk to assess. The 15% income weight is redistributed to the other three factors.

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.