FIN DU CHAMPIONNAT
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Fonds

Amundi Fds Pio US Eq Rsrch Val I2 EUR C

Performances du fonds

Détail du fonds

Catégorie : US Large-Cap Value Equity
Code ISIN : LU1894685046
Lancement : 12/12/2008
Profil de risque :
Profil de risque établi par l'Autorité des Marchés Financiers.

Valorisation

6 037.65 €
Date de valeur : 16/10/2024
Dernière variation :1.06 %
Performances
1er janv :16.51 %
1 an :18.85 %
3 ans :24.89 %
5 ans :64.22 %

Présentation et objectifs du fonds

Seeks to increase the value of your investment over the recommended holding period. The Sub-Fund invests mainly in a broad range of equities of companies that are based in, or do most of their business in, the U.S.A.. 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). The Sub-Fund is actively managed by reference to and seeks to outperform the Russell 1000 Value 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 not included 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 significant. Further, the Sub-Fund has designated the benchmark as a reference benchmark for the purpose of the Disclosure Regulation. The Benchmark is a broad market index, which does not assess or include constituents according to environmental characteristics, and therefore is not alignedwith the environmental characteristics promoted by the Sub-Fund. The investment manager uses a "value" style of investing, looking for companies whose stock prices are low relative to other measures of value or business potential. The investment process is driven by fundamental and quantitative research. The Sub-Fund seeks to achieve an ESG score of its portfolio greater than that of the Benchmark