Registrati gratuitamente per ricevere le nostre email con le ultime notizie, le analisi e i commenti da Citywire Italia. Per registrarsi basta un minuto.

Amundi Funds Equity Green Impact SE C

classificato 98 su 244 di - Europa su un periodo di 12 mesi
All calculations are in EUR unless stated

Gestito da

Isabelle Lafargue

Born in the Paris suburb of Vitry-sur-Seine in 1972, Isabelle Lafargue studied finance at the Graduate Business School of La Rochelle and the University of Stirling in Scotland. Starting out in a middle office position at Amundi in 1997, Isabelle soon progressed to managing European small cap funds. She is now in charge of passive funds, using index and enhanced index management with an additional core-satellite investment style within the European equity space. Isabelle is a member of the French Association of Investment Analysts and enjoys spending her time playing tennis, skiing and going to the cinema.

Zhicong Mou

Obiettivo

To achieve long-term capital growth. Specifically, the sub-fund invests as a feeder fund in Amundi Valeurs Durables (master fund). The master fund invests at least 75% of net assets in equities of companies that are headquartered, or do substantial business, in Europe, that derive a large portion of revenue from environmental activities, and that perform well on extra-financial ESG criteria (environment, social and governance). The master fund expects to have an equity exposure of between 75% and 120%. There are no market capitalisation constraints for these investments.

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 -12,0% -4,5% 5,4% -0,5% -12,2%
2017 13,0% 6,6% 1,9% 2,9% 1,1%
2016 -5,7% -4,7% -3,6% 5,9% -3,0%
2015 10,0% 12,4% -1,9% -5,1% 5,2%
2014 8,2% 5,8% 2,6% -1,8% 1,6%
2013 23,5% 5,1% -0,4% 11,4% 5,9%
2012 16,0% 8,0% -3,1% 7,1% 3,5%
2011 -11,1% -0,5% 0,2% -17,5% 8,1%
2010 10,0% 3,5% -6,4% 6,6% 6,5%
2009 28,1% -12,2% 18,7% 16,9% 5,2%
2008 -45,4% -16,7% -4,5% -11,6% -22,2%
2007 -2,7% 2,5% 5,5% -5,7% -4,7%
2006 19,2% 8,2% -2,8% 6,4% 6,5%
2005 24,2% 4,8% 6,4% 7,3% 3,8%
2004 4,7% 0,5% 2,3% -2,0% 3,9%
2003 11,9% 2,2% 9,1%

Performance mensile

Rendimento vs rischio

Registrato Per La Vendita In

  1. Italia
  2. Lussemburgo
  3. Svizzera

Informazioni sul fondo

  • Inizio collocamento20/03/2017
  • Dimensione share class137Mn
  • Valuta di baseEUR
  • ISIN LU1579337798

Informazioni per l'acquisto

  • Investimento aggiuntivo minimo0
  • Investimento aggiuntivo minimo0

Commissioni

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