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Amundi Valeurs Durables - OR (D)

Ranked 47 out of 224 in - Europe over 12 months
All calculations are in GBP unless stated

Managed by

Isabelle Lafargue

Born in the Paris suburb of Vitry-sur-Seine in 1972, Isabelle Lafargue studied finance at the Graduate Business School of La Rochelle and the University of Stirling in Scotland. Starting out in a middle office position at Amundi in 1997, Isabelle soon progressed to managing European small cap funds. She is now in charge of passive funds, using index and enhanced index management with an additional core-satellite investment style within the European equity space. Isabelle is a member of the French Association of Investment Analysts and enjoys spending her time playing tennis, skiing and going to the cinema.

Zhicong Mou

Objective

The fund's objective is to contribute to the development of European equity markets by selecting securities whose activity is related to sustainable development and especially for the Environment, taking into account extra-financial criteria (social,environmental and corporate governance). The target equity market exposure of the fund will be between 75% and 120%.

Showing fund performance in United Kingdom View performance globally

Performance

Europe over : 30/04/2018 - 30/04/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 7.5%
2018 -9.2% -5.2% 7.4% 0.2% -11.0%
2017 5.5% 3.9% 2.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France
  2. United Kingdom

Fund Info

  • Launch date24/06/2016
  • Share Class size194Mn
  • Base currencyUnits
  • ISIN FR0013152998

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).