Amundi RI-Just Transition for Cli.IH/  FR0013294774  /

Fonds
NAV10/1/2024 Chg.+2.0001 Type of yield Investment Focus Investment company
924.2822CHF +0.22% paying dividend Bonds Worldwide Amundi AM (FR) 

Investment strategy

By subscribing to AMUNDI RESPONSIBLE INVESTING - JUST TRANSITION FOR CLIMATE, you are investing primarily in international bonds denominated in all currencies. The management objective is to outperform, over the recommended investment period, the BLOOMBERG EURO AGGREGATE CORPORATE index, while ensuring that the carbon intensity of the portfolio is at least 20% lower than the carbon intensity of the same index. The Sub-Fund aims to support the energy transition in order to participate in the collective effort to combat global warming as part of a Just Transition. Just Transition is the concept that the energy transition should not occur at the expense of social issues. The Sub-Fund offers active management based on a rigorous investment process that aims to identify issuers with the most attractive risk-adjusted performance opportunities, within the investment universe mainly composed of the benchmark index securities. Issuers are also assessed against their greenhouse gas emissions and environmental, social and governance (ESG) practices. Also, from a universe of international bonds, the manager applies an internal non-financial analysis in order to initially identify issuers contributing to the energy transition by focusing on companies that have declared a carbon reduction target and by limiting exposure to those exposed to extreme physical risks. Thus, companies that have not declared a carbon reduction target are excluded, as well as those potentially negatively impacted by climatic and weather events (extreme physical risk).
 

Investment goal

By subscribing to AMUNDI RESPONSIBLE INVESTING - JUST TRANSITION FOR CLIMATE, you are investing primarily in international bonds denominated in all currencies. The management objective is to outperform, over the recommended investment period, the BLOOMBERG EURO AGGREGATE CORPORATE index, while ensuring that the carbon intensity of the portfolio is at least 20% lower than the carbon intensity of the same index. The Sub-Fund aims to support the energy transition in order to participate in the collective effort to combat global warming as part of a Just Transition. Just Transition is the concept that the energy transition should not occur at the expense of social issues.
 

Master data

Type of yield: paying dividend
Funds Category: Bonds
Region: Worldwide
Branch: Bonds: Mixed
Benchmark: BLOOMBERG BARCLAYS EURO AGGREGATE CORPORATE
Business year start: 6/1
Last Distribution: 10/23/2023
Depository bank: CACEIS BANK
Fund domicile: France
Distribution permission: Austria, Germany, Switzerland
Fund manager: De Faÿ Alban
Fund volume: 878.17 mill.  EUR
Launch date: 1/4/2018
Investment focus: -

Conditions

Issue surcharge: 0.00%
Max. Administration Fee: 0.40%
Minimum investment: - CHF
Deposit fees: -
Redemption charge: 0.00%
Key Investor Information: Download (Print version)
 

Investment company

Funds company: Amundi AM (FR)
Address: 90 boulevard Pasteur, 75015, Paris
Country: France
Internet: www.amundi.fr/
 

Assets

Bonds
 
93.56%
Cash and Other Assets
 
6.44%

Countries

France
 
20.58%
Spain
 
11.23%
Italy
 
10.02%
United States of America
 
9.59%
United Kingdom
 
9.47%
Germany
 
6.50%
Netherlands
 
6.34%
Denmark
 
3.33%
Belgium
 
2.77%
Sweden
 
1.90%
Ireland
 
1.68%
Australia
 
1.65%
Switzerland
 
1.59%
Portugal
 
1.33%
Norway
 
1.09%
Others
 
10.93%

Currencies

Euro
 
92.85%
US Dollar
 
4.00%
British Pound
 
3.13%
Swiss Franc
 
0.01%
Others
 
0.01%