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THEME INDICES

STOXX Europe Luxury 10

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Index Description

The STOXX Europe Luxury 10 index aims to select 10 companies that are positively exposed to European luxury goods. This includes companies involved in luxury/fashion accessories, cosmetics/other care products and high-class vehicles. These businesses are expected to benefit from the demand for luxury goods. FactSet Revere (RBICS) data allow for a detailed breakdown of revenue sources of eligible companies, helping the index methodology select those with substantial exposure to the targeted theme.

Key facts

  • Index allows targeted investment in the European luxury industry.
  • FactSet Revere data allows detailed and accurate revenue breakdown of eligible companies.

Descriptive Statistics

Index Market Cap (USD bn) Components (USD bn) Component weight (%) Turnover (%)
Full Free-float Mean Median Largest Smallest Largest Smallest Last 12 monts
STOXX Europe Luxury 10 N/A 9,343.0 934.3 806.5 1,928.4 83.8 20.6 0.9 3.0
STOXX Europe 600 Industry Consumer Discretionary 2,282.8 1,351.9 17.1 6.7 169.2 1.4 12.5 0.1 7.5

Supersector weighting (top 10)

Country weighting

Risk and return figures1

Index returns Return (%) Annualized return (%)
Last month YTD 1Y 3Y 5Y Last month YTD 1Y 3Y 5Y
STOXX Europe Luxury 10 -7.5 1.1 14.3 8.3 84.1 N/A N/A 14.5 2.7 13.1
STOXX Europe 600 Industry Consumer Discretionary -7.4 -1.8 15.1 -3.8 33.1 N/A N/A 15.3 -1.3 5.9
Index volatility and risk Annualized volatility (%) Annualized Sharpe ratio2
STOXX Europe Luxury 10 N/A N/A 22.7 29.2 28.5 N/A N/A 0.6 0.1 0.4
STOXX Europe 600 Industry Consumer Discretionary N/A N/A 16.9 24.3 25.6 N/A N/A 0.9 -0.1 0.2
Index to benchmark Correlation Tracking error (%)
STOXX Europe Luxury 10 0.9 0.9 0.9 0.9 0.9 8.1 9.5 9.1 10.1 10.1
Index to benchmark Beta Annualized information ratio
STOXX Europe Luxury 10 1.3 1.3 1.3 1.1 1.0 -0.1 0.4 0.0 0.5 0.7

1For information on data calculation, please refer to STOXX calculation reference guide

2Based on EURIBOR1M

(USD, Gross Return), all data as of October 31, 2024

THEME INDICES

STOXX Europe Luxury 10

Fundamentals

Index Price/earnings incl. negative Price/earnings excl. negative Price/book Dividend yield (%)3 Price/sales Price/cash flow
Trailing Projected Trailing Projected Trailing Trailing Trailing
STOXX Europe Luxury 10 28.4 30.0 28.4 28.4 5.0 2.0 4.3 28.6
STOXX Europe 600 Industry Consumer Discretionary 13.5 15.8 12.7 12.7 1.8 3.0 0.9 18.1

Performance and annual returns

Methodology

The parent index of the STOXX Europe Luxury 10 Index is the STOXX Europe Total Market Index. The index applies liquidity, volatility, size and ICB subsectors screens. Furthermore, companies belonging to a defined set of countries and subsectors that derive more than 50% of their most recent total annual revenue from sectors linked to the luxury trend are highlighted as potential index components. It is a free-float market cap weighted index considering a luxury multiplier with a 20% cap per constituent. The index is reviewed annually in June.

The detailed methodology including the calculation formula can be found in our rulebooks: www.stoxx.com/rulebooks

Versions and symbols

Index ISIN Symbol Bloomberg Reuters
Net Return EUR CH1187488882 STXLUXR STXLUXR INDEX .STXLUXR
Gross Return EUR CH1187488890 STXLUXGR STXLUXGR INDEX .STXLUXGR
Price EUR CH1187488874 STXLUXP STXLUXP INDEX .STXLUXP
Price USD CH1187488841 STXLUXL .STXLUXL
Gross Return USD CH1187488866 STXLUXGV .STXLUXGV
Net Return USD CH1187488858 STXLUXV .STXLUXV

Quick Facts

Weighting Free-float market cap considering a luxury multiplier
Cap Factor 0.2
No. of components 10
Review frequency Annual in June
Calculation/distribution realtime 15 sec
Calculation hours 09:00:00 18:00:00
Base value/base date 1000 as of Jun. 20, 2016
History Available since Jun. 20, 2016
Inception date May. 13, 2022
To learn more about the inception date, the currency, the calculation hours and historical values, please see our data vendor code sheet.

Top 10 Components4

Company Supersector Country Weight
HERMES INTERNATIONAL Consumer Products and Services France 20.640%
CIE FINANCIERE RICHEMONT Consumer Products and Services Switzerland 19.001%
LVMH MOET HENNESSY Consumer Products and Services France 17.986%
FERRARI Automobiles and Parts Italy 17.956%
ESSILORLUXOTTICA Health Care France 11.551%
Kering Consumer Products and Services France 5.714%
MONCLER Consumer Products and Services Italy 3.993%
BURBERRY Consumer Products and Services UK 1.182%
BRUNELLO CUCINELLI Consumer Products and Services Italy 1.080%
CHRISTIAN DIOR Consumer Products and Services France 0.897%

3Net dividend yield is calculated as net return index return minus price index return

4Based on the composition as of October 31, 2024

THEME INDICES

STOXX Europe Luxury 10

CONTACT DETAILS

  • STOXX customer support
  • P +41 43 430 7272
  • customersupport@stoxx.com
  • https://stoxx.com/support/

DISCLAIMER

STOXX, Deutsche Börse Group and their licensors, research partners or data providers do not make any warranties or representations, express or implied, with respect to the timeliness, sequence, accuracy, completeness, currentness, merchantability, quality or fitness for any particular purpose of its index data and exclude any liability in connection therewith. STOXX, Deutsche Börse Group and their licensors, research partners or data providers are not providing investment advice through the publication of indices or in connection therewith. In particular, the inclusion of a company in an index, its weighting, or the exclusion of a company from an index, does not in any way reflect an opinion of STOXX, Deutsche Börse Group or their licensors, research partners or data providers on the merits of that company. Financial instruments based on the STOXX indices, DAX indices or on any other indices supported by STOXX are in no way sponsored, endorsed, sold or promoted by STOXX, Deutsche Börse Group or their licensors, research partners or data providers.

BACKTESTED PERFORMANCE

This document contains index performance data based on backtesting, i.e. calculations of how the index might have performed prior to launch if it had existed using the same index methodology and based on historical constituents. Backtested performance information is purely hypothetical and is provided in this document solely for information purposes. Backtested performance does not represent actual performance and should not be interpreted as an indication of actual performance.

CUSTOMIZATION

The index can be used as a basis for the definition of STOXX Customized Indices, which can be tailored to specific client or mandate needs. STOXX offers a wide range of customization, in terms of component selection, weighting schemes and personalized calculation methodologies.

CONTACT DETAILS

  • STOXX customer support
  • P +41 43 430 7272
  • customersupport@stoxx.com
  • https://stoxx.com/support/

DISCLAIMER

STOXX, Deutsche Börse Group and their licensors, research partners or data providers do not make any warranties or representations, express or implied, with respect to the timeliness, sequence, accuracy, completeness, currentness, merchantability, quality or fitness for any particular purpose of its index data and exclude any liability in connection therewith. STOXX, Deutsche Börse Group and their licensors, research partners or data providers are not providing investment advice through the publication of indices or in connection therewith. In particular, the inclusion of a company in an index, its weighting, or the exclusion of a company from an index, does not in any way reflect an opinion of STOXX, Deutsche Börse Group or their licensors, research partners or data providers on the merits of that company. Financial instruments based on the STOXX indices, DAX indices or on any other indices supported by STOXX are in no way sponsored, endorsed, sold or promoted by STOXX, Deutsche Börse Group or their licensors, research partners or data providers.

BACKTESTED PERFORMANCE

This document contains index performance data based on backtesting, i.e. calculations of how the index might have performed prior to launch if it had existed using the same index methodology and based on historical constituents. Backtested performance information is purely hypothetical and is provided in this document solely for information purposes. Backtested performance does not represent actual performance and should not be interpreted as an indication of actual performance.

CUSTOMIZATION

The index can be used as a basis for the definition of STOXX Customized Indices, which can be tailored to specific client or mandate needs. STOXX offers a wide range of customization, in terms of component selection, weighting schemes and personalized calculation methodologies.