Amundi Fds Equity Global Conservative - AU (C)

Ranked 108 out of 752 in - Global over 12 months
All calculations are in GBP unless stated

Managed by

Hiba Aourir

Melchior Dechelette

Melchior Dechelette was born in France in 1966. He attended the Paris IX Dauphine University where he studied Investment Science and Finance. Melchior started his career in 1993 with the Archon Group where he worked in a number of roles including credit analyst, client relationship manager and project finance manager. In 1998 he joined CPR Asset Management where he was a European equity and sector fund manager. He joined Credit Agricole Asset Management in 2002 where he started as a senior portfolio manager in European equities before being promoted to head of European equity investment in 2005. Since 2005 he has been head of European thematic equity investment. Melchior has been managing funds for over 11 years.

Objective

To achieve long-term capital growth. Specifically, the sub-fund seeks to outperform (after applicable fees) the MSCI World (dividends reinvested) indexover the recommended holdingperiod, with lower volatility. The sub-fund invests mainly in equities of companies around the world. Specifically, the sub-fund invests at least 67% of assets in equities of companies that are in the MSCI World index. There are no currency constraints on these investments. 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.

Showing fund performance in United Kingdom View performance globally

Performance

Global over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 8.8%
2018 -0.6% -5.5% 6.7% 5.7% -6.8%
2017 5.5% 4.0% -0.1% -1.0% 2.5%
2016 26.6% 4.7% 9.0% 5.4% 5.3%
2015 4.9% 7.8% -6.8% -1.8% 6.3%
2014 12.0% 0.9% 0.8% 3.4% 6.4%
2013 20.5% 19.7% 0.1% -2.1% 2.8%
2012 -3.7%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/12/2018

Top 10 Holdings

Stock Size
Amundi Money Market Fd - Short Term (USD) - IC (D) 2.51%
Pfizer Inc ORD 2.19%
Procter & Gamble Co ORD 2.15%
Nextera Energy Inc ORD 2.02%
Mcdonald's Corp ORD 1.99%
WEC Energy Group Inc ORD 1.93%
NTT Docomo Inc ORD 1.87%
UGI Corp ORD 1.82%
Oriental Land Co Ltd ORD 1.69%
Atmos Energy Corp ORD 1.65%
31/12/2018

Registered For Sale In

  1. Austria
  2. Belgium
  3. Bulgaria
  4. Cyprus
  5. Czech Republic
  6. Denmark
  7. Finland
  8. France
  9. Germany
  10. Greece
  11. Ireland
  12. Luxembourg
  13. Netherlands
  14. Norway
  15. Singapore
  16. Slovenia
  17. Spain
  18. Sweden
  19. Switzerland
  20. United Kingdom

Fund Info

  • Launch date09/07/2012
  • Share Class size37Mn
  • Base currencyUnits
  • ISIN LU0801842559

Purchase Info

  • Min. initial investment0.001
  • Min. regular additional investment0.001

Charges

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).