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Amundi Fds Equity Europe Small Cap - AE (C)

Ranked 26 out of 39 in - European Small & Medium Companies over 12 months
All calculations are in EUR unless stated

Objective

The objective of the Sub-Fund is to outperform the reference indicator MSCI Europe Small Cap Index (dividend reinvested), after taking into account charges, over an investment horizon of 5 years, by selecting within the European Union small companies. In order to achieve its objective, the Sub-Fund invests at least 75% of its net assets in shares of companies within the European Union, with a minimum of 67% of the total assets invested in shares of small-sized companies having a market capitalization below 5 billion euros at the time of acquisition.

Showing fund performance in Norway View performance globally

Performance

European Small & Medium Companies over : 31/08/2017 - 31/08/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -1.8% 4.6%
2017 17.5% 7.4% 3.3% 5.6% 0.2%
2016 -7.4% -10.1% -6.1% 8.0% 1.5%
2015 23.2% 20.1% 2.1% -4.7% 5.4%
2014 1.6% 4.3% -2.4% -4.0% 3.8%
2013 26.3% 6.5% -1.5% 9.9% 9.6%
2012 26.6% 16.0% -4.9% 9.7% 4.7%
2011 -16.2% -1.0% -1.2% -20.1% 7.2%
2010 30.3% 9.5% -3.2% 8.3% 13.5%
2009 34.5% -2.0% 16.2% 14.2% 3.4%
2008 -50.6% -14.0% -1.8% -20.1% -26.9%
2007 -7.1% 7.8% 5.4% -10.0% -9.1%
2006 34.0% 16.3% -4.8% 5.8% 14.4%
2005 33.3% 8.3% 6.5% 11.7% 3.4%
2004 15.8% 7.4% 1.9% -2.4% 8.5%
2003 13.3% -16.5% 14.4% 7.7% 10.0%
2002 -22.0% 7.8% -8.9% -19.5% -1.3%
2001 -36.5% -16.9% -5.0% -30.1% 15.0%
2000 12.6% 40.2% -12.2% 8.5% -15.7%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/05/2018

Top 10 Holdings

Stock Size
Amundi Cash Institutions SRI - I (C) 3.42%
Logitech International SA ORD 3.01%
Amplifon SpA ORD 2.96%
UDG Healthcare PLC ORD 2.93%
ASR Nederland NV ORD 2.93%
Chr Hansen Holding A/S ORD 2.84%
Rheinmetall AG ORD 2.77%
Saab AB ORD 2.73%
Alten SA ORD 2.67%
RPC Group PLC ORD 2.62%
31/05/2018

Registered For Sale In

  1. Austria
  2. Belgium
  3. Finland
  4. France
  5. Germany
  6. Greece
  7. Ireland
  8. Luxembourg
  9. Netherlands
  10. Norway
  11. Portugal
  12. Spain
  13. Sweden
  14. Switzerland
  15. United Kingdom

Fund Info

  • Launch date30/05/2014
  • Share Class size02Mn
  • Base currencyEUR
  • ISIN LU0945155215

Purchase Info

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

Charges

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