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Amundi Fds Bond Europe - AE (C)

Ranked 11 out of 15 in - Europe over 12 months
All calculations are in EUR unless stated

Managed by

Anne Beaudu

Born in France and currently based in London, Anne Beaudu is a global fixed income portfolio manager at Amundi. She has been with the firm since 2005 and was previously a Eurozone economist with Credit Agricole SA. Anne manages the Amundi Funds Bond Europe and SG Oblig Monde strategies dealing in Pan European and global bonds, using an active top down investment style. She graduated from the Ecole Polytechnique France ENSAE with a degree in economics and mathematics.

Jacques Keller

Objective

The sub-fund invests mainly in investment-grade bonds of European issuers. Investments may include mortgage-backed securities (MBS) and asset-backed securities (ABS). Specifically, the sub-fund invests at least 67% of assets in investment-grade bonds of issuers that are headquartered, or do substantial business, in Europe. There are no currency constraints on these investments. The sub-fund may also invest in other types of bonds, in money market instruments, in deposits, and in the following up to these percentages of net assets: convertible bonds: 25%, ABSs and MBSs: 20%, equities and equity-linked instruments: 10%, UCITS/UCIs: 10%.

Showing fund performance in Sweden View performance globally

Performance

Europe over : 31/08/2017 - 31/08/2018
  • Rank 11/15 Total Return
  • Rank 14/15 Standard Deviation
  • Rank 14/15 Max Drawdown
Fund Name Currency Return
9 BNP Paribas L1 Bond Europe Plus Classic Cap EUR

-0.6%

10 NN (L) Euromix Bond P Cap EUR EUR

-0.6%

11 Amundi Fds Bond Europe - AE (C) EUR

-0.7%

12 Jyske Invest European Bonds CL EUR

-1.1%

13 Wells Fargo (Lux) Worldwide Fd Dyn Crd Fd EUR I D

Currency exposure is hedged

Currency exposure is hedged

EUR

-1.5%

Fund Name Currency Loss
11 Jyske Invest European Bonds CL EUR

-2.0%

12 Franklin European Total Return A (Mdis) EUR EUR

-3.0%

13 Wells Fargo (Lux) Worldwide Fd Dyn Crd Fd EUR I D

Currency exposure is hedged

Currency exposure is hedged

EUR

-3.3%

14 Amundi Fds Bond Europe - AE (C) EUR

-4.0%

15 Lyxor Debt Fund- European Senior Debt Fund A C EUR

-18.4%

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 1.1% -2.1%
2017 3.5% -0.3% 0.9% 1.4% 1.5%
2016 0.5% 0.5% 1.7% 1.3% -3.0%
2015 1.0% 6.4% -6.9% 0.9% 1.0%
2014 13.8% 4.2% 3.5% 3.5% 2.0%
2013 3.3% -0.2% -0.6% 1.2% 2.9%
2012 15.2% 5.9% -0.3% 5.4% 3.5%
2011 -2.0% -0.3% -0.4% -2.6% 1.3%
2010 2.9% 3.3% -1.8% 3.2% -1.8%
2009 18.4% 4.4% 5.7% 6.2% 1.1%
2008 -8.3% -3.7% -2.1% -5.8% 3.2%
2007 3.2% 0.4% 0.6% 2.2% 0.0%
2006 1.2% -0.4% -0.9% 1.4% 1.1%
2005 6.7% 2.5% 1.9% 1.7% 0.5%
2004 7.0% 2.4% -1.4% 2.3% 3.5%
2003 1.0% 0.6% 2.2% -1.0% -0.8%
2002 7.2% -0.5% 1.5% 4.5% 1.6%
2001 4.6% 2.2% -0.1% 1.5% 0.9%
2000 7.1% 2.7% 0.4% 0.7% 3.2%
1999 -1.6% 0.7% -2.2% -1.9% 1.8%
1998 14.3% 3.3% 1.7% 5.7% 3.0%
1997 2.4% 1.9%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/05/2018

Top 10 Holdings

Stock Size
US Treasury 0.125% 15-Apr-2020 8.92%
EUR Cash 8.25%
United Kingdom 4.250% 07-Mar-2036 7.54%
France 3.250% 25-May-2045 5.14%
USD Cash 4.87%
Norway 2.000% 24-May-2023 4.66%
Netherlands 0.500% 15-Jul-2026 3.77%
Spain 5.150% 31-Oct-2044 3.61%
Italy 5.750% 01-Feb-2033 3.59%
Italy 3.750% 01-Sep-2024 3.36%
31/05/2018

Registered For Sale In

  1. Austria
  2. Belgium
  3. Bulgaria
  4. Cyprus
  5. Czech Republic
  6. Finland
  7. France
  8. Germany
  9. Greece
  10. Ireland
  11. Luxembourg
  12. Netherlands
  13. Norway
  14. Peru
  15. Portugal
  16. Slovenia
  17. Spain
  18. Sweden
  19. Switzerland
  20. United Kingdom

Fund Info

  • Launch date30/04/1997
  • Share Class size48Mn
  • Base currencyEUR
  • ISIN LU0201577391

Purchase Info

  • Min. initial investment0.001
  • Min. regular additional investment0.001

Charges

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Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).