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Amundi Fds Equity Emerging Conservative - AU (C)

Ranked 194 out of 296 in - Global Emerging Markets over 12 months
All calculations are in GBP unless stated

Managed by

Marc-Ali Ben Abdallah

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

The objective of the Sub-Fund is to outperform, over an investment horizon of 5 years, the reference indicator MSCI Emerging Markets NR Close index while trying to keep a level of volatility lower than the level of index, by investing at least two thirds of the assets in equities and equities-linked instruments of companies situated in Emerging countries of Europe, Asia, America and Africa. Such investments can be made through P-Notes, in case of a limited access to a stock market or for the purpose of efficient portfolio management.

Showing fund performance in United Kingdom View performance globally

Performance

Global Emerging Markets over : 30/04/2018 - 30/04/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 4.7%
2018 -7.2% -2.8% -2.5% 2.7% -4.7%
2017 15.3% 6.6% 0.4% 0.6% 7.0%
2016 23.0% 6.8% 9.5% 8.2% -2.8%
2015 -8.1% 7.4% -5.8% -9.1% 0.0%
2014 3.9% -2.4% 5.5% 2.5% -1.5%
2013 -2.3%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2019

Top 10 Holdings

Stock Size
China Mobile Ltd ORD 2.45%
Samsung Fire & Marine Insurance Co Ltd ORD 2.42%
Uni-President Enterprises Corp ORD 2.33%
Hypera SA ORD 1.99%
KT&G Corp ORD 1.82%
Bank Polska Kasa Opieki SA ORD 1.80%
Reliance Industries Ltd ORD 1.75%
President Chain Store Corp ORD 1.67%
Enel Americas SA ORD 1.62%
CEZ as ORD 1.48%
28/02/2019

Registered For Sale In

  1. Austria
  2. Belgium
  3. Finland
  4. France
  5. Germany
  6. Greece
  7. Ireland
  8. Luxembourg
  9. Netherlands
  10. Norway
  11. Singapore
  12. Spain
  13. Sweden
  14. Switzerland
  15. United Kingdom

Fund Info

  • Launch date29/08/2013
  • Share Class size00Mn
  • Base currencyUnits
  • ISIN LU0945153863

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).