Amundi RI-Just Transition for Cli.R H
FR0013295219
Amundi RI-Just Transition for Cli.R H/ FR0013295219 /
NAV2024-09-30 |
Chg.+0.0858 |
Type of yield |
Investment Focus |
Investment company |
118.9358USD |
+0.07% |
reinvestment |
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: |
reinvestment |
Funds Category: |
Bonds |
Region: |
Worldwide |
Branch: |
Bonds: Mixed |
Benchmark: |
BLOOMBERG BARCLAYS EURO AGGREGATE CORPORATE |
Business year start: |
06-01 |
Last Distribution: |
- |
Depository bank: |
CACEIS BANK |
Fund domicile: |
France |
Distribution permission: |
Austria, Germany, Switzerland |
Fund manager: |
De Faÿ Alban |
Fund volume: |
874.77 mill.
EUR
|
Launch date: |
2018-01-04 |
Investment focus: |
- |
Conditions
Issue surcharge: |
0.00% |
Max. Administration Fee: |
0.53% |
Minimum investment: |
- USD |
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% |