AMUNDI FUNDS EUROPEAN EQUITY SMALL CAP
VUAN: 181.22 RON
Randament 1 luna: 10.11 %
Randament 12 luni: -17.54 %
Despre Fond
The objective of AMUNDI FUNDS EUROPEAN EQUITY SMALL CAP is to increase the value of your investment over the recommended holding period. The Sub-Fund invests mainly in a broad range of equities of small cap companies that are based in, or do most of their business in Europe.
The Sub-Fund defines small cap companies as those that, at the time of purchase, are within the market capitalization range of the MSCI Europe Small Companies Index.
The Sub-Fund will invest at least 75% in equities issued by companies having their head office in the EU. The Sub-Fund makes use of derivatives to reduce various risks, for efficient portfolio management and as a way to gain exposure (long or short) to various assets, markets or other investment opportunities (including derivatives which focus on equities).
Benchmark : The Sub-Fund is actively managed by reference to and seeks to outperform the MSCI Europe Small Cap Index. The Sub-Fund is mainly exposed to the issuers of the Benchmark, however, the management of the Sub-Fund is discretionary, and will be exposed to issuers in the Benchmark. The Sub-Fund monitors risk exposure in relation to the Benchmark however the extent of deviation from the Benchmark is expected to be material.
Management Process : The investment manager uses fundamental analysis of individual issuers to identify equities with superior long- term prospects. The accumulation share automatically retains, and re-invests, all attributable income within the Sub-Fund; thereby accumulating value in the price of the accumulation shares. The minimum recommended holding term is 5 Years. Shares may be sold or redeemed (and/or converted) on any dealing day (except otherwise stated in the prospectus) at the respective dealing price (net asset value) in accordance with the articles of incorporation. Further details are provided in the prospectus of the UCITS.
Despre Administrator
| Administrator de fond | Amundi Luxembourg S.A. |
| Telefon | |
| Adresa | No. 5, allée Scheffer, L-2520 LUXEMBOURG |
| info@amundi.com | |
| Website | https://www.amundi.com |
Amundi is a French asset management company. With 1,653 billion euros of assets under management (AUM) at the end of 2019, it is the largest asset manager in Europe and one of the 10 biggest investment managers by AUM in the world.
Founded on 1 January 2010, the company is the result of the merger between the asset management activities of Crédit Agricole (Crédit Agricole Asset Management, CAAM) and Société Générale (Société Générale Asset Management, SGAM). Amundi Group has been listed on the Euronext stock exchange since November 2015. Its majority shareholder is Crédit Agricole S.A.
In legal terms, Amundi Group owns Amundi Asset Management, as well as several other subsidiaries in the asset management sector, notably CPR Asset Management (CPR AM) and BFT Investment Managers (BFT IM) in France. In 2016, Amundi Group announced the acquisition of Pioneer Investments, UniCredit's asset management subsidiary. The two entities merged in 2017.
Amundi is involved in a range of investment management activities. The company is particularly engaged in active management, through a range of mutual funds (equity management, bond management, diversified management, structured products management and treasury management) as well as in passive management as an ETF issuer and index fund manager. The company also offers products in the real and alternative asset investment segments (real estate and private equity in particular). Its offering is aimed at retail investors and institutional investors, either in the form of collectivised investments or specific mandates. In France, Amundi is more widely known for its activities in the field of French employee savings schemes (épargne salariale). The company also has a research and analysis unit, which issues regular publications on global economic conditions and stock market developments.
Amundi Group has offices in several countries around the world, including Europe, Asia and the United States, and is estimated to have around 100 million direct or indirect individual clients and 1,000 institutional customers worldwide.
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Termenul zilei
Cont de marja
Cont de marja – Contul in care se evidentiaza fondurile banesti si/sau instrumentele financiare constituite in vederea garantarii pozitiilor deschise, precum si drepturile dobandite si obligatiile asumate.
Cursul BNR pentru data 25/04/2024
| Moneda | Curs |
|---|---|
| 1 EUR | 4.9763 RON +0.00 % |
| 1 USD | 4.6386 RON -0.39 % |
| 1 GBP | 5.8067 RON +0.33 % |
| 1 CHF | 5.0843 RON -0.19 % |
| 1 CAD | 3.392 RON -0.34 % |
| 1 AUD | 3.0283 RON +0.06 % |
| 1 NOK | 0.4234 RON -0.42 % |
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