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Amundi Fds Equity Euro Concentrated - AE (C)

Ranked 29 out of 60 in - Eurozone 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 sub-fund invests mainly in equities of companies from the Eurozone. Specifically, the sub-fund invests at least 75% of net assets in equities that are denominated in euro and are issued by companies that are headquartered, or do substantial business, in the Eurozone. While complying with the above policies, the sub-fund may also invest in other equities, equity-linked instruments, convertible bonds, bonds, money market instruments and deposits, and may invest up to 10% of net assets in UCITS/UCIs.

Showing fund performance in United Kingdom View performance globally

Performance

Eurozone over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 8.4%
2018 -15.3% -5.2% 4.3% -0.6% -13.7%
2017 14.4% 5.5% 4.5% 4.9% -1.0%
2016 14.5% -1.6% 1.1% 9.1% 5.5%
2015 5.6% 11.9% -6.4% -5.7% 6.9%
2014 -5.0% 1.4% -1.3% -3.5% -1.6%
2013 26.7% 5.6% 3.2% 8.1% 7.6%
2012 14.2% 9.4% -9.0% 7.2% 6.9%
2011 -19.0% 5.4% 1.8% -27.5% 4.2%
2010 -1.3% 1.1% -17.3% 13.1% 4.4%
2009 11.7% -15.9% 4.6% 27.3% -0.2%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2019

Top 10 Holdings

Stock Size
Siemens AG ORD 5.49%
LVMH Moet Hennessy Louis Vuitton SE ORD 4.68%
Deutsche Telekom AG ORD 4.26%
Danone SA ORD 4.05%
Eni SpA ORD 3.98%
BNP Paribas SA ORD 3.98%
Vinci SA ORD 3.64%
KBC Groep NV ORD 3.55%
Compagnie Generale des Etablissements Michelin SCA ORD 3.49%
CRH PLC ORD 3.36%
28/02/2019

Registered For Sale In

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

Fund Info

  • Launch date01/12/2008
  • Share Class size25Mn
  • Base currencyUnits
  • ISIN LU0401973978

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).