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Amundi Fds Equity Euro Risk Parity - IE (C)

Ranked 8 out of 60 in - Eurozone over 12 months
All calculations are in GBP unless stated

Managed by

Lionel Brafman

Lionel Brafman, CFA is index & multi-strategies portfolio manager deputy head at Amundi Investment Management based in Paris. He joined the firm in 2009 as CIO and prior to this, he was head of asset allocations at IDEAM. Lionel deals in Eurozone and Spanish equities, using SRI and index strategies. He graduated from Ecole des Mines de Nancy and outside of fund management he lists tennis among his interests.

Vincent Masson

Born in the French town of Pontarlier in 1977, Vincent Masson obtained his postgraduate degree in international finance from the University Louis Pasteur in Strasbourg. He has been running European equity funds with various strategies: index management, risk parity, stock picking, and core-satellite styles. Away from work Vincent is a keen sportsman, playing rugby and football, skiing and running. He also enjoys cinema and music.

Objective

The objective of the Sub-fund is to outperform, over a minimum investment of 5 years, the MSCI EMU (net dividends reinvested) index, while trying to keep a level of ex-post volatility lower than the level of index, by investing at least 51% of its net assets in eurodenominated equities of Eurozone companies and represented in the aforesaid index. In order to achieve its investment objective, the investment manager aims to build a portfolio with a lower volatility by selecting and weigthing securities in order to avoid sectoral concentration phenomena and by minimising, within each portfolio sector, the weight of the most volatile securities.

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 7.1%
2018 -9.6% -3.8% 4.1% 1.4% -11.0%
2017 17.1% 7.3% 4.9% 3.1% 0.9%
2016 20.2% 1.6% 3.6% 10.1% 3.7%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2019

Top 10 Holdings

Stock Size
Total SA ORD 1.26%
Eni SpA ORD 1.13%
Repsol SA ORD 1.09%
Snam SpA ORD 1.04%
Enagas SA ORD 1.02%
Iberdrola SA ORD 1.00%
Galp Energia SGPS SA ORD 0.99%
OMV AG ORD 0.97%
Endesa SA ORD 0.96%
Danone SA ORD 0.95%
28/02/2019

Registered For Sale In

  1. France
  2. Italy
  3. Luxembourg
  4. Switzerland
  5. United Kingdom

Fund Info

  • Launch date18/12/2015
  • Share Class size429Mn
  • Base currencyEUR
  • ISIN LU1328850448

Purchase Info

  • Min. initial investment500,000
  • 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).