Melden Sie sich an um unbeschränkten Zugriff zur Fondsmanager-Datenbank von Citywire zu bekommen. Die Anmeldung ist kostenlos und dauert nur wenige Minuten.

Amundi Fds Global Macro Bds & Currencies - AE (C)

Rang 43 von 50 in - Alt UCITS - Global Makro über 12 Monate
All calculations are in EUR unless stated

Verwaltet von

Cédric Morisseau

Cédric Morisseau says he adopts a top down investment process and aims to diversify risk through the following six risk vectors: modified duration exposure, country allocation, yield curve allocation, swap-spread risk exposure, bond selection and currency allocation. Born in France in 1967, Morisseau earned a Masters in Management from the Paris II Assas University, France and completed a Masters in Political Science at the same university in 1991. He joined Crédit Agricole (now Amundi) in 1994 as an assistant fund manager. He was made senior fund manager in 1997 and is an integral part of the Amundi fixed interest team.

David Ric

David Ric has over 10 years of experience in fixed income markets with a proven track record of global macro investing. He joins Amundi from Blackrock, where he was responsible for rates strategies across institutional total return G10 currency, euro and sterling denominated portfolios. Previously he was a portfolio manager at UBS Global Asset Management and a market specialist for Fisher Francis Trees and Watts. David started his career in 1998 as a financial journalist at Finanz und Wirtschaft Ag in Zurich before joining JP Morgan Chase & Co as a Financial Analyst in 2001. A CFA charter holder, he holds an MSc in Finance from the University of Zurich.

Anlageziel

The objective of the Sub-Fund is to outperform the reference indicator EONIA (Euro Overnight Index Average daily compounded), which is representative of the interest rate of the Euroland (i.e. countries having fully incorporated the euro as their national currency), after taking into account charges. For indication purposes, given the risk budget of the Sub-Fund, the return is expected to be in excess of EONIA + 4% per annum before taking into account charges, over an investment horizon of three years.

Performance

Alt UCITS - Global Makro über : 30.06.2017 - 30.06.2018
  • Rangfolge 43/50 Gesamtertrag
  • Rangfolge 21/50 Standardabweichung
  • Rangfolge 31/50 Maximaler Verlust
Fondsname Currency Verlust
29 IPM Systematic Macro UCITS B EUR

Währungsrisiko ist abgesichert

Währungsrisiko ist abgesichert

EUR

-6,4%

30 La Francaise Allocation I EUR

-6,5%

31 Amundi Fds Global Macro Bds & Currencies - AE (C) EUR

-6,8%

31 Amundi Global Macro Multi-Asset - I (C) EUR

-6,8%

33 Halley SICAV-Alinea Global A EUR EUR

-6,8%

Gesamtertrag

Auf das Jahr Quartalsperformance

bis 30.06.2018 Jährlich Q1 Q2 Q3 Q4
2018 -1,8% -4,2%
2017 0,5% -0,3% 0,0% 1,0% -0,1%
2016 2,9% -0,1% 0,2% 1,4% 1,3%
2015 -5,9% -0,1% -1,3% -4,8% 0,2%
2014 5,0% 2,1% 0,8% 2,3% -0,2%

Monatliche Performance

Rendite vs Risiko

Zum Verkauf zugelassen in

  1. Österreich
  2. Belgien
  3. Dänemark
  4. Finnland
  5. Frankreich
  6. Deutschland
  7. Griechenland
  8. Irland
  9. Luxemburg
  10. Niederlande
  11. Norwegen
  12. Spanien
  13. Schweden
  14. Schweiz
  15. Vereinigtes Königreich

Information über den Fonds

  • Starttermin27.12.2013
  • Größe der Anteilsklasse23Mn
  • BasiswährungEUR
  • ISIN LU0996172093

Kaufinformation

  • Mindestanlage (initial)0
  • Mindest regelmäßige Zusatzinvestition0

Gebühren

Performance bezieht sich auf die gezeigte Laufzeit (Monatsende bis Monatsende, Angebotspreis/Angebotspreis, Brutto-Erträge reinvestiert, in angezeigter Währung/angezeigten Währungen berechnet)