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Amundi Fds Equity Europe Conservative - IE (C)

classificato 29 su 244 di - Europa su un periodo di 12 mesi
All calculations are in EUR unless stated

Gestito da

Hiba Aourir

Melchior Dechelette

Melchior Dechelette was born in France in 1966. He attended the Paris IX Dauphine University where he studied Investment Science and Finance. Melchior started his career in 1993 with the Archon Group where he worked in a number of roles including credit analyst, client relationship manager and project finance manager. In 1998 he joined CPR Asset Management where he was a European equity and sector fund manager. He joined Credit Agricole Asset Management in 2002 where he started as a senior portfolio manager in European equities before being promoted to head of European equity investment in 2005. Since 2005 he has been head of European thematic equity investment. Melchior has been managing funds for over 11 years.

Obiettivo

The objective of the Sub-Fund is to outperform over an investment horizon of 5 years, the reference indicator MSCI Europe (dividend reinvested) while trying to keep the level of up and down movements in value of its assets over time ("volatility) lower than the level of the reference indicator. To achieve that objective, the Sub-Fund's portfolio shall be built in two steps as follows. Firstly, after having applied a liquidity filter, the Sub-Fund seeks to exclude from the investment universe, the ones with poor fundamental quality (systematic multi-criteria analysis based on companies' balance sheets and income statements data). Secondly, the Sub-Fund implements a quantitative optimisation process on the reduced list of stocks, in the aim of building a portfolio with low volatility.

Performance

Europa su un periodo di : 31/12/2017 - 31/12/2018

Rendimento totale

Performance trimestrale

a 31/12/2018 Annuale T1 T2 T3 T4
2018 -7,7% -3,8% 4,1% 1,9% -9,6%
2017 8,5% 5,9% 1,5% 0,4% 0,6%
2016 0,7% -5,3% -1,0% 4,7% 2,5%
2015 16,7% 18,6% -2,3% -5,7% 6,8%
2014 10,3% 1,5% 4,7% 0,6% 3,1%
2013 16,9% 7,4% -2,3% 5,9% 5,2%
2012 15,8% 5,3% 2,3% 5,2% 2,1%
2011 -1,2% -0,8% 1,9% -10,2% 8,9%
2010 14,2% 3,8% -0,5% 5,4% 4,8%
2009 11,0% 5,5%

Performance mensile

Rendimento vs rischio

Registrato Per La Vendita In

  1. Austria
  2. Repubblica Ceca
  3. Danimarca
  4. Finlandia
  5. Francia
  6. Germania
  7. Grecia
  8. Irlanda
  9. Italia
  10. Lussemburgo
  11. Paesi Bassi
  12. Norvegia
  13. Singapore
  14. Spagna
  15. Svezia
  16. Svizzera
  17. Taiwan
  18. Regno Unito

Informazioni sul fondo

  • Inizio collocamento29/04/2009
  • Dimensione share class126Mn
  • Valuta di baseEUR
  • ISIN LU0755949418

Informazioni per l'acquisto

  • Investimento aggiuntivo minimo500.000
  • Investimento aggiuntivo minimo0,001

Commissioni

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La performance è relativa al periodo indicato (da fine mese a fine mese, bid/bid, reddito lordo reinvestito, calcolato in EUR).