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Amundi Fds Equity Euro Concentrated - AE (C)

Clasificado 51 de 95 sobre - Renta variable - Zona Euro durante 12 meses
All calculations are in EUR unless stated

Gestionado por

Frédéric Le Meaux

Frederic Le Meaux, CFA is a portfolio manager at Amundi Investment Management dealing in Eurozone equities. He joined the firm in 2007 and prior to this was a portfolio manager and buy-side analyst at BNP Paribas. Frederic graduated from Paris University with a degree in Finance. Outside of work, he enjoys tennis and skiing.

Philippe Mahé

Philippe Mahé was born in Paris in 1973 and attended the ISEP and ESSEC in Paris where he studied Telecom Engineering and Finance, respectively. He started his career with Credit Agricole Asset Management in 1999 where he started out as a European equity assistant portfolio manager before becoming a fully fledged portfolio manager in 2002. He manages his funds using a stock picking approach to investing (for Eurozone equities). Philippe is a CFA Charterholder.

Objetivo

The sub-fund invests mainly in equities of companies from the Eurozone. Specifically, the sub-fund invests at least 75% of net assets in equities that are denominated in euro and are issued by companies that are headquartered, or do substantial business, in the Eurozone. While complying with the above policies, the sub-fund may also invest in other equities, equity-linked instruments, convertible bonds, bonds, money market instruments and deposits, and may invest up to 10% of net assets in UCITS/UCIs.

Rentabilidad

Renta variable - Zona Euro durante : 30/06/2017 - 30/06/2018
  • Rango 51/95 Rentabilidad Total
  • Rango 84/95 Desviación estándar
  • Rango 78/95 Máxima Caída

Rentabilidad Total

Rentabilidad trimestral

a 30/06/2018 Anual T1 T2 T3 T4
2018 -4,0% 3,4%
2017 10,0% 5,3% 1,8% 4,5% -1,7%
2016 -1,2% -8,5% -3,5% 4,8% 6,9%
2015 11,2% 20,0% -4,4% -9,4% 6,9%
2014 1,9% 2,0% 1,9% -0,8% -1,2%
2013 23,5% 1,3% 1,8% 10,9% 8,1%
2012 17,6% 9,7% -6,3% 8,9% 5,0%
2011 -16,9% 2,0% -0,2% -24,0% 7,4%
2010 2,4% 0,7% -9,9% 6,9% 5,6%
2009 21,6% -12,2% 13,8% 18,6% 2,6%

Rentabilidad mensual

Rentabilidad ajustada al riesgo

Registrado Para La Venta En

  1. Austria
  2. Bélgica
  3. Chipre
  4. República Checa
  5. Dinamarca
  6. Finlandia
  7. Francia
  8. Alemania
  9. Grecia
  10. Irlanda
  11. Luxemburgo
  12. Holanda
  13. Noruega
  14. Portugal
  15. Eslovenia
  16. España
  17. Suecia
  18. Suiza
  19. Reino Unido

Información del fondo

  • Fecha de inauguración01/12/2008
  • Tamaño del fondo28Mn
  • Moneda base
  • ISIN LU0401973978

Información de compra

  • Inversión mínima inicial0,001
  • Mínima aportación periódica adicional0,001

Costos

El rendimiento es para el periodo mostrado (final de mes hasta final de mes, cotización bid/bid, interés bruto reinvertido, calculado en EUR