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Amundi Fds Equity Emerging World - AU (C)

Ranked 130 out of 217 in - Global Emerging Markets over 12 months
All calculations are in CHF unless stated

Managed by

Patrice Lemonnier

Patrice Lemonnier was born in Paris in 1963. He studied Civil Engineering and Project Finance at Ecole Spéciale des Travaux Publics et de l’Industrie (1986) and Ecole Supérieure de Commerce de Paris (1987). From 1989 to 1994 Lemonnier was an International Internal Auditor at Crédit Lyonnais, before it became Crédit Agricole Asset Management (now Amundi). Since 1994 he has been a Latin America portfolio manager, and since 2002 he has held the role of the Head of Emerging Market Equities. Outside of fund management, Lemonnier enjoys walking.

Mickaël Tricot

Mickaël Tricot is Deputy Head of emerging markets equities at Amundi. Mickaël started in 2000 as an emerging Europe financial analyst and was promoted in 2001 to portfolio manager. In 2003, he became co-manager of Emerging Asia for global Emerging Markets funds. He has been responsible for emerging focus strategy since 2008 and was promoted Deputy Head in 2013. Mickaël graduated from HEC Business School in Paris and is a CFA Charterholder. Outside of fund management, he enjoys golf.

Objective

The objective of this Sub-Fund is to out perform the "MSCI Emerging Markets Free" Index by investing at least two thirds of the assets in equities and Equity-linked Instruments of companies from European, Asian, American or African Emerging Countries. 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 Switzerland View performance globally

Performance

Global Emerging Markets over : 31/10/2016 - 31/10/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 9.1% 0.2% 8.7%
2016 9.6% -0.7% 3.0% 7.4% -0.2%
2015 -11.9% 1.4% -4.8% -12.3% 4.2%
2014 10.8% 0.1% 7.0% 4.2% -0.8%
2013 -6.2% 3.7% -8.9% -0.9% 0.2%
2012 11.3% 9.9% -6.4% 6.0% 2.0%
2011 -22.2% -1.2% -10.0% -17.2% 5.5%
2010 4.0% 2.7% -7.1% 6.4% 2.5%
2009 79.7% 7.5% 30.1% 17.9% 9.0%
2008 2.6% -20.5% -31.4%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

30/06/2017

Top 10 Holdings

Stock Size
Taiwan Semiconductor Manufacturing Co Ltd ORD 4.28
Naspers Ltd ORD 3.88
Alibaba Group Holding Ltd DR 3.69
USD Cash 3.62
Tencent Holdings Ltd ORD 3.33
Samsung Electronics Co Ltd PFD 3.17
Samsung Electronics Co Ltd ORD 2.39
China Mobile Ltd ORD 1.64
China Construction Bank Corp ORD 1.37
Grupo Financiero Banorte SAB de CV ORD 1.24
30/06/2017

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. Macau
  14. Netherlands
  15. Norway
  16. Portugal
  17. Singapore
  18. Slovenia
  19. Spain
  20. Sweden
  21. Switzerland
  22. United Kingdom

Fund Info

  • Launch date04/03/2008
  • Share Class size99Mn
  • Base currencyUSD
  • ISIN LU0347592197

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

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