Amundi Funds - Polen Capital Global Growth I2 USD (C)Register to Unlock Ratings |
Performance History | 30/06/2022 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 9.1 | 29.5 | 20.5 | 18.1 | -20.8 |
![]() | +/-Cat | 13.8 | 5.3 | -3.2 | 3.6 | -1.2 |
![]() | +/-B’mrk | 11.5 | 1.9 | -8.9 | -0.1 | -1.2 |
Category: Global Large-Cap Growth Equity | ||||||
Category Benchmark: MSCI ACWI Growth NR USD |
Key Stats | ||
NAV 05/07/2022 | USD 21.15 | |
Day Change | 2.56% | |
Morningstar Category™ | Global Large-Cap Growth Equity | |
ISIN | LU1691799990 | |
Fund Size (Mil) 05/07/2022 | USD 743.42 | |
Share Class Size (Mil) 06/07/2022 | USD 221.17 | |
Max Initial Charge | 2.50% | |
Ongoing Charge 11/02/2022 | 1.01% |
Investment Objective: Amundi Funds - Polen Capital Global Growth I2 USD (C) |
The fund seeks to achieve long-term capital growth. The Sub-Fund is a financial product that promotes ESG characteristics pursuant to Article 8 of the Disclosure Regulation. The Sub-Fund invests mainly in equities of large capitalisation companies around the world. Specifically, the Sub-Fund invests at least 51% of net assets in equities of companies that have a wide range of market capitalisation of at least USD 10 billion. The Sub-Fund may invest up to 35% of its net assets in equities of companies domicilied in emerging markets. There are no currency constraints on these investments. While complying with the above policies, the Sub-Fund may also invest in other equities, equity-linked instruments, convertible bonds, bonds, money market instruments and deposits, and may invest up to 10% of net assets in UCITS/UCIs. |
Returns | |||||||||||||
|
Management | ||
Manager Name Start Date | ||
Damon Ficklin 20/11/2018 | ||
Jeff Mueller 20/11/2018 | ||
Inception Date 20/11/2018 |
Advertisement |
Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI ACWI NR USD | MSCI ACWI Growth NR USD |
Target Market | ||||||||||||||||||||
|
Portfolio Profile for Amundi Funds - Polen Capital Global Growth I2 USD (C) | 31/05/2022 |
|
|
Top 5 Holdings | Sector | % |
![]() | ![]() | 9.32 |
![]() | ![]() | 7.67 |
![]() | ![]() | 6.79 |
![]() | ![]() | 6.28 |
![]() | ![]() | 6.15 |
![]() | ||
![]() ![]() ![]() | ||
Amundi Funds - Polen Capital Global Growth I2 USD (C) |