Amundi Fds Glb Ecology ESG A CHF C |
Performance History | 30/04/2024 |
Growth of 1,000 (EUR) |
Fund | 11.4 | 28.1 | -16.2 | 6.2 | 11.0 | |
+/-Cat | -10.6 | 5.5 | 1.3 | -1.2 | 7.5 | |
+/-Idx | 5.2 | 0.6 | -3.6 | -11.8 | 2.9 | |
Category: Sector Equity Ecology | ||||||
Benchmarks: Morningstar Global TME NR USD |
Key Stats | ||
NAV 13/05/2024 | CHF 427.61 | |
Day Change | -0.72% | |
Morningstar Category™ | Sector Equity Ecology | |
ISIN | LU1883318666 | |
Fund Size (Mil) 13/05/2024 | EUR 2608.26 | |
Share Class Size (Mil) 13/05/2024 | CHF 2.75 | |
Max Initial Charge | 4.50% | |
Ongoing Charge 15/03/2024 | 2.08% |
Investment Objective: Amundi Fds Glb Ecology ESG A CHF C |
The Sub-Fund seeks to increase the value of your investment over the recommended holding period, through investment in Sustainable Investments pursuant to Article 9 of the Disclosure Regulation. The Sub-Fund invests mainly in a broad range of equities of companies from anywhere in the world that offer products or technologies that promote a cleaner and healthier environment or are environmentally friendly. Examples include companies in the fields of air pollution control, alternative energy, recycling, water treatment and biotechnology. Whilst the investment manager aims to invest in ESG Rated securities not all investments of the Sub-Fund will have an ESG rating and in any event such investments will not be more than 10% of the Sub-Fund. The Sub-Fund may invest up to 10% of its assets in other UCIs and UCITS. |
Returns | |||||||||||||
|
Management | ||
Manager Name Start Date | ||
Christian Zimmermann 01/01/2003 | ||
Ian O'Reilly 01/12/2010 | ||
Inception Date 10/07/2009 |
Advertisement |
Benchmarks | |
Fund Benchmark | Morningstar Benchmark |
MSCI World NR EUR | Morningstar Global TME NR USD |
Target Market | ||||||||||||||||||||
|
Portfolio Profile for Amundi Fds Glb Ecology ESG A CHF C | 30/04/2024 |
|
|
Top 5 Holdings | Sector | % |
Tokio Marine Holdings Inc | Financial Services | 3.08 |
Waste Management Inc | Industrials | 3.04 |
Cencora Inc | Healthcare | 3.01 |
SAP SE | Technology | 2.97 |
Microsoft Corp | Technology | 2.89 |
Increase Decrease New since last portfolio | ||
Amundi Fds Glb Ecology ESG A CHF C |