NAV22.08.2024 Zm.-0,1325 Typ dystrybucji dochodów Kategoria Firma inwestycyjna
102,3959EUR -0,13% z reinwestycją Obligacje Światowy Amundi AM (FR) 

Strategia inwestycyjna

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).
 

Cel inwestycyjny

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.
 

Dane podstawowe

Typ dystrybucji dochodów: z reinwestycją
Kategoria funduszy: Obligacje
Region: Światowy
Branża: Obligacje mieszane
Benchmark: BLOOMBERG BARCLAYS EURO AGGREGATE CORPORATE
Początek roku obrachunkowego: 01.06
Last Distribution: -
Bank depozytariusz: CACEIS BANK
Kraj pochodzenia funduszu: Francja
Zezwolenie na dystrybucję: Austria, Niemcy
Zarządzający funduszem: De Faÿ Alban
Aktywa: 868,19 mln  EUR
Data startu: 04.01.2018
Koncentracja inwestycyjna: -

Warunki

Opłata za nabycie: 0,00%
Max. Administration Fee: 0,53%
Minimalna inwestycja: - EUR
Opłaty depozytowe: -
Opłata za odkupienie: 0,00%
Uproszczony prospekt: Ściągnij (Wersja do wydruku)
 

Firma inwestycyjna

TFI: Amundi AM (FR)
Adres: 90 boulevard Pasteur, 75015, Paris
Kraj: Francja
Internet: www.amundi.fr/
 

Aktywa

Obligacje
 
93,56%
Gotówka i inne aktywa
 
6,44%

Kraje

Francja
 
20,58%
Hiszpania
 
11,23%
Włochy
 
10,02%
USA
 
9,59%
Wielka Brytania
 
9,47%
Niemcy
 
6,50%
Holandia
 
6,34%
Dania
 
3,33%
Belgia
 
2,77%
Szwecja
 
1,90%
Irlandia
 
1,68%
Australia
 
1,65%
Szwajcaria
 
1,59%
Portugalia
 
1,33%
Norwegia
 
1,09%
Inne
 
10,93%

Waluty

Euro
 
92,85%
Dolar amerykański
 
4,00%
Funt brytyjski
 
3,13%
Frank szwajcarski
 
0,01%
Inne
 
0,01%