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Amundi Fds Global Perspectives - AE (C)

Ranked 9 out of 17 in - Absolute Return EUR over 12 months
All calculations are in GBP unless stated

Managed by

Lorenzo Angelini

Fabio Di Giansante

Fabio Di Giansante holds a degree in Economics and Finance from the University of L’Aquila, Italy. Fabio is an equity portfolio manager within the concentrated equity team at Pioneer Investments. He joined Pioneer in 2006 from Credit Agricole Asset Management where he was a European equity portfolio manager. Prior to this Fabio worked in the same position with Nextra Investment Management for five years.

Objective

The management objective is to realize an annualized return of 5% above the EONIA, index representing the rate of the euro area monetary, after taking into account ongoing costs adopting a discretionary strategy based on flexible allocation. Given the objective, the performance can not be compared to a relevant Index. The global exposure of the fund to equity markets, interest rate and currency oscillate for each of these markets within a range between 0 and 100% of the net assets and has a broad investment universe for all of diversification asset classes and geographies.

Showing fund performance in United Kingdom View performance globally

Performance

Absolute Return EUR over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 3.8%
2018 -9.7% -3.2% 0.7% 1.2% -8.4%
2017 9.9% 1.7% 3.1% 2.3% 2.5%
2016 13.6% 5.0% 5.0% 5.6% -2.4%
2015 -5.5% -1.1% -4.4% -1.4% 1.3%
2014 -10.8% 0.1% -10.2% -1.0% 0.2%
2013 6.7% 5.5% 0.9% -0.9% 1.1%
2012 -3.1% 1.5% 3.6%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/12/2018

Top 10 Holdings

Stock Size
EUR Cash 11.13%
Japan 0.100% 10-Mar-2025 5.72%
US Treasury 0.125% 15-Jul-2026 5.52%
Germany 0.100% 15-Apr-2023 5.04%
Amundi Fds Bond Euro High Yield - ME (C) 4.74%
Italy 2.000% 01-Feb-2028 4.28%
USD Cash 4.13%
France 0.250% 25-Jul-2024 3.94%
US Treasury 4.750% 15-Feb-2041 2.71%
US Treasury 0.750% 15-Jul-2028 2.54%
31/12/2018

Registered For Sale In

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

Fund Info

  • Launch date28/04/2014
  • Share Class size131Mn
  • Base currencyUnits
  • ISIN LU0907915168

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).