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Amundi Fds Bond Global Aggregate - SHE (C)

Ranked 6 out of 31 in - Global Flexible over 12 months
All calculations are in EUR unless stated

Managed by

Myles Bradshaw

Myles Bradshaw joined Amundi London as head of the global aggregate fixed income team in March 2015. He has almost 20 years of experience managing interest rate, credit, securitized, volatility and foreign exchange rate risks in global portfolios. Myles has a top-down macro background. Prior to Amundi, he was a portfolio manager at PIMCO for eight years where he led the firm’s Eurozone sovereign and macro strategy, and sat on the regional European investment committee. From 2001 to 2007 Myles worked at Threadneedle Investment Managers, managing global and sterling portfolios. He started his career in 1996 as an economist at HM Treasury in London, before moving into asset management with M&G Investments. He holds an undergraduate degree from Oxford University and is a CFA charter holder.

Laurent Crosnier

Laurent Crosnier began his career in the financial industry in 1989 as a futures trader at ODDO, a European investment banking boutique. He joined Amundi in 1991 as a Euro Fixed Income manager, focusing more specifically on Euro Corporate management from 1997. In 2006, Crosnier was appointed Head of Inflation, Duration & Credit management and then promoted Head of the Euro Fixed and Credit Department in 2008. In April 2010, he was appointed as the Chief Investment Officer of Amundi London Branch. In March 2014, Crosnier became portfolio manager of Amundi’s flagship strategy, Global Aggregate. Crosnier holds a Bachelor’s degree in Economics and a Postgraduate degree in Economics and Finance from the University of Paris Dauphine. He is also a CFA Charterholder.

Objective

The objective of the Sub-Fund is to outperform the reference indicator Barclays Global Aggregate index (hedged in USD) through strategic and tactical positions as well as arbitrages on the whole of the credit, interest rates and currency markets. To achieve that objective, the Sub-Fund invests at least two thirds of its assets in debt instruments issued or guaranteed by governments of countries of the Organisation for Economic Cooperation and Development (OECD) or issued by corporate entities and financial instruments whose value and income payments are derived from and collateralized (or "backed") by a specified pool of underlying asset (asset-backed securities and "mortgage-backed securities") up to a maximum of 40% of its assets. The securities having a relatively low risk of default (investment grade) represents at least 80% of the Sub-Fund's assets.

Showing fund performance in Portugal View performance globally

Performance

Global Flexible over : 30/04/2017 - 30/04/2018
  • Rank 6/31 Total Return
  • Rank 16/31 Standard Deviation
  • Rank 13/31 Max Drawdown
Fund Name Currency Return
4 Morgan Stanley Global Fixed Income Opps AH EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

2.5%

5 PIMCO GIS Diversified Income Dur Hdg E EUR H Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

1.7%

6 Amundi Fds Bond Global Aggregate - SHE (C)

Currency exposure is hedged

Currency exposure is hedged

EUR

0.8%

7 Schroder ISF Global Multi Credit B Acc Hdg EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

0.8%

8 BGF Strategic Global Bond E2 EUR hedged

Currency exposure is hedged

Currency exposure is hedged

EUR

0.5%

Fund Name Currency Risk
15 Fidelity Funds - Global Income A-ACC-EUR H

Currency exposure is hedged

Currency exposure is hedged

EUR

1.8

16 Amundi Fds Bond Global Aggregate - SHE (C)

Currency exposure is hedged

Currency exposure is hedged

EUR

1.8

17 BGF Fixed Income Gbl Opportunities E2 EUR Hedged

Currency exposure is hedged

Currency exposure is hedged

EUR

1.9

18 PIMCO GIS Diversified Income Dur Hdg E EUR H Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

1.9

Fund Name Currency Loss
11 Fidelity Funds - Gl Strat Bond A-ACC-EUR H

Currency exposure is hedged

Currency exposure is hedged

EUR

-1.8%

12 PIMCO GIS Income E EUR Hdg Inc

Currency exposure is hedged

Currency exposure is hedged

EUR

-1.8%

13 Amundi Fds Bond Global Aggregate - SHE (C)

Currency exposure is hedged

Currency exposure is hedged

EUR

-1.9%

14 Fidelity Funds - Global Income A-ACC-EUR H

Currency exposure is hedged

Currency exposure is hedged

EUR

-2.2%

14 UBS (Lux) Bond S - Global Dynamic (USD)(EURh) P-a

Currency exposure is hedged

Currency exposure is hedged

EUR

-2.2%

14 BGF Fixed Income Gbl Opportunities E2 EUR Hedged

Currency exposure is hedged

Currency exposure is hedged

EUR

-2.2%

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -1.3%
2017 3.3% 0.3% 1.4% 1.0% 0.6%
2016 -0.5% 0.3% 0.2% 0.2% -1.2%
2015 -0.3% 3.5% -3.5% -0.5% 0.4%
2014 5.9% 0.6% 1.4% 2.3% 1.5%
2013 4.3% 1.5% 0.8% 0.9% 1.1%
2012 20.8% 10.2% 2.6% 4.0% 2.8%
2011 -11.7% 1.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Chile
  3. Czech Republic
  4. Finland
  5. France
  6. Germany
  7. Greece
  8. Ireland
  9. Italy
  10. Luxembourg
  11. Netherlands
  12. Norway
  13. Portugal
  14. Singapore
  15. Spain
  16. Sweden
  17. Switzerland
  18. United Kingdom

Fund Info

  • Launch date03/05/2011
  • Share Class size309Mn
  • Base currencyUSD
  • ISIN LU0613076990
  • Currency exposure is hedged

Purchase Info

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

Charges

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Vontobel names ex-Amundi manager as fixed income head

Former global aggregate chief joins Swiss asset management group to oversee bond department.

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