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Amundi Fds Equity Euro Concentrated - AE (C)

Classé 223 sur 281 en - Zone Euro sur 12 mois
All calculations are in EUR unless stated

Géré par

Frédéric Le Meaux

Frederic Le Meaux, CFA is a portfolio manager at Amundi Investment Management dealing in Eurozone equities. He joined the firm in 2007 and prior to this was a portfolio manager and buy-side analyst at BNP Paribas. Frederic graduated from Paris University with a degree in Finance. Outside of work, he enjoys tennis and skiing.

Philippe Mahé

Philippe Mahé was born in Paris in 1973 and attended the ISEP and ESSEC in Paris where he studied Telecom Engineering and Finance, respectively. He started his career with Credit Agricole Asset Management in 1999 where he started out as a European equity assistant portfolio manager before becoming a fully fledged portfolio manager in 2002. He manages his funds using a stock picking approach to investing (for Eurozone equities). Philippe is a CFA Charterholder.

Objectif

The sub-fund invests mainly in equities of companies from the Eurozone. Specifically, the sub-fund invests at least 75% of net assets in equities that are denominated in euro and are issued by companies that are headquartered, or do substantial business, in the Eurozone. While complying with the above policies, the sub-fund may also invest in other equities, equity-linked instruments, convertible bonds, bonds, money market instruments and deposits, and may invest up to 10% of net assets in UCITS/UCIs.

Performance

Zone Euro sur : 31/10/2017 - 31/10/2018
  • Classement 223/281 Rendement total
  • Classement 203/281 Ecart-type
  • Classement 200/281 Perte maximale
Nom du fonds Currency Rendement total
221 CM-CIC Euro Actions C EUR

-12,2%

222 GSD EUROPE EUR

-12,2%

223 Amundi Fds Equity Euro Concentrated - AE (C) EUR

-12,2%

224 Metropole Euro SRI A EUR

-12,3%

225 Lazard Alpha Euro A EUR

-12,3%

Rendement total

Performance trimestrielle

au 30/09/2018 Annuel T1 T2 T3 T4
2018 -4,0% 3,4% -1,3%
2017 10,0% 5,3% 1,8% 4,5% -1,7%
2016 -1,2% -8,5% -3,5% 4,8% 6,9%
2015 11,2% 20,0% -4,4% -9,4% 6,9%
2014 1,9% 2,0% 1,9% -0,8% -1,2%
2013 23,5% 1,3% 1,8% 10,9% 8,1%
2012 17,6% 9,7% -6,3% 8,9% 5,0%
2011 -16,9% 2,0% -0,2% -24,0% 7,4%
2010 2,4% 0,7% -9,9% 6,9% 5,6%
2009 21,6% -12,2% 13,8% 18,6% 2,6%

Performance mensuelle

Rendement vs Risque

Allocation d'actif

Composition

31/08/2018

Les 10 principales positions

Action Taille
Siemens AG ORD 4,67%
LVMH Moet Hennessy Louis Vuitton SE ORD 4,27%
Danone SA ORD 3,96%
Bayer AG ORD 3,88%
Deutsche Telekom AG ORD 3,78%
BNP Paribas SA ORD 3,60%
Kerry Group PLC ORD 3,28%
ING Groep NV ORD 3,23%
Volkswagen AG PFD 3,14%
CRH PLC ORD 3,11%
31/08/2018

Enregistré à la vente

  1. Autriche
  2. Belgique
  3. Chypre
  4. République tchèque
  5. Danemark
  6. Finlande
  7. France
  8. Allemagne
  9. Grèce
  10. Irlande
  11. Luxembourg
  12. Pays-Bas
  13. Norvège
  14. Portugal
  15. Slovénie
  16. Espagne
  17. Suède
  18. Suisse
  19. Royaume-Uni

Information sur le fonds

  • Date de lancement01/12/2008
  • Taille de la share class25Mn
  • Devise de base
  • Code ISIN LU0401973978

Information pour achat

  • Minimum investissement de départ0,001
  • Montant minimum de versements périodiques0,001

Frais

La performance est pour la période indiquée (fin de mois à fin de mois, offre/offre, revenu brut réinvesti, calculée dans la devise indiquée).