Amundi Funds - US Equity Fundamental Growth J3 GBP AD DRegister to Unlock Ratings |
Performance History | 31/08/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 22.5 | 24.7 | -10.9 | 27.1 | 13.2 | |
+/-Cat | -8.6 | 2.7 | 10.6 | 0.4 | 0.9 | |
+/-B’mrk | -9.4 | -2.7 | 12.4 | -4.9 | -4.2 | |
Category: US Large-Cap Growth Equity | ||||||
Category Benchmark: Morningstar US LM Brd Growt... |
Key Stats | ||
NAV 26/09/2024 | GBP 1978.29 | |
Day Change | 0.23% | |
Morningstar Category™ | US Large-Cap Growth Equity | |
IA (formerly IMA) Sector | - | |
ISIN | LU2052287567 | |
Fund Size (Mil) 26/09/2024 | EUR 3382.81 | |
Share Class Size (Mil) 26/09/2024 | GBP 0.01 | |
Max Initial Charge | - | |
Ongoing Charge 01/07/2024 | 0.69% |
Investment Objective: Amundi Funds - US Equity Fundamental Growth J3 GBP AD D |
Seeks to increase the value of your investment (mainly through capital growth), and outperform the benchmark, over the recommended holding period, while achieving an ESG score greater than that of the benchmark. Seeks to increase the value of your investment (mainly through capital growth), and outperform the benchmark, over the recommended holding period, while achieving an ESG score greater than that of the benchmark. |
Returns | ||||||||||||||||
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Management | ||
Manager Name Start Date | ||
Andrew Acheson 11/07/2008 | ||
Yves Raymond 28/04/2021 | ||
Click here to see others | ||
Inception Date 27/09/2019 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
Russell 1000 Growth TR USD | Morningstar US LM Brd Growth NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Amundi Funds - US Equity Fundamental Growth J3 GBP AD D | 31/07/2024 |
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Top 5 Holdings | Sector | % |
Amazon.com Inc | Consumer Cyclical | 7.53 |
Microsoft Corp | Technology | 7.14 |
Alphabet Inc Class C | Communication Services | 7.04 |
Apple Inc | Technology | 4.85 |
Mastercard Inc Class A | Financial Services | 4.29 |
Increase Decrease New since last portfolio | ||
Amundi Funds - US Equity Fundamental Growth J3 GBP AD D |