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Amundi Fds Equity Emerging World - AU (C)

Ranked 113 out of 220 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

To achieve long-term capital growth. Specifically, the sub-fund seeks to outperform (after applicable fees) the MSCI Emerging Markets Free index over any given 5-year period. The sub-fund invests mainly in emerging markets equities. Specifically, the sub-fund invests at least 67% of assets in equities and equity-linked instruments of companies that are headquartered, or do substantial business, in emerging countries in Africa, America, Asia and Europe. (as from December 20, 2017 Investments in Chinese equities can be made either through authorised markets in Hong Kong or through the Stock Connect..) The sub-fund may also invest in P-Notes for the purpose of efficient portfolio management, (until December 19, 2017 with a maximum of 30% of net assets in P-Notes based on China A-Shares). (As from December 20, 2017) The sub-funds total investment exposure to China A shares and B Shares (combined) will be less than 30% of net assets.

Showing fund performance in Switzerland View performance globally

Performance

Global Emerging Markets over : 31/05/2017 - 31/05/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -0.1%
2017 27.6% 9.1% 0.2% 8.7% 7.4%
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

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

Fund Info

  • Launch date04/03/2008
  • Share Class size74Mn
  • Base currency
  • ISIN LU0347592197

Purchase Info

  • Min. initial investment0.001
  • Min. regular additional investment0.001

Charges

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