Amundi Fds Equity Europe Conservative - IE (C)

Ranked 31 out of 224 in - Europe 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

The objective of the Sub-Fund is to outperform over an investment horizon of 5 years, the reference indicator MSCI Europe (dividend reinvested) while trying to keep the level of up and down movements in value of its assets over time ("volatility) lower than the level of the reference indicator. To achieve that objective, the Sub-Fund's portfolio shall be built in two steps as follows. Firstly, after having applied a liquidity filter, the Sub-Fund seeks to exclude from the investment universe, the ones with poor fundamental quality (systematic multi-criteria analysis based on companies' balance sheets and income statements data). Secondly, the Sub-Fund implements a quantitative optimisation process on the reduced list of stocks, in the aim of building a portfolio with low volatility.

Showing fund performance in United Kingdom View performance globally

Performance

Europe over : 31/05/2018 - 31/05/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 7.4%
2018 -6.7% -5.0% 5.0% 2.7% -8.9%
2017 12.9% 6.2% 4.2% 0.7% 1.3%
2016 16.7% 1.9% 3.8% 9.0% 1.1%
2015 10.8% 10.5% -4.3% -1.9% 6.8%
2014 2.9% 0.9% 1.4% -2.1% 2.6%
2013 19.9% 11.9% -1.0% 3.3% 4.7%
2012 12.4% 5.1% -0.7% 3.6% 4.0%
2011 -3.6% 2.5% 3.9% -14.4% 5.7%
2010 10.1% 4.2% -8.7% 11.6% 3.7%
2009 19.1% 2.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date29/04/2009
  • Share Class size104Mn
  • Base currencyEUR
  • ISIN LU0755949418

Purchase Info

  • Min. initial investment500,000
  • 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).