Amundi Funds - US Equity Fundamental Growth J2 USD CRegister to Unlock Ratings |
Performance History | 31/03/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 22.6 | 24.7 | -10.8 | 27.2 | 12.4 | |
+/-Cat | -8.5 | 2.8 | 10.7 | 0.5 | 0.6 | |
+/-B’mrk | -9.3 | -2.6 | 12.4 | -4.8 | -0.3 | |
Category: US Large-Cap Growth Equity | ||||||
Category Benchmark: Morningstar US LM Brd Growt... |
Key Stats | ||
NAV 18/04/2024 | USD 3025.17 | |
Day Change | -0.50% | |
Morningstar Category™ | US Large-Cap Growth Equity | |
ISIN | LU1883855915 | |
Fund Size (Mil) 18/04/2024 | EUR 2994.68 | |
Share Class Size (Mil) 18/04/2024 | USD 424.68 | |
Max Initial Charge | - | |
Ongoing Charge 15/03/2024 | 0.66% |
Investment Objective: Amundi Funds - US Equity Fundamental Growth J2 USD C |
The Sub-Fund seeks to increase the value of your investment over the recommended holding period. 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 a broad range of equities of companies that are based in, or do most of their business in the U.S.A. The Sub-Fund may invest up to 10% of its assets in other UCIs and UCITS. |
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 07/06/2019 |
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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 J2 USD C | 29/02/2024 |
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Top 5 Holdings | Sector | % |
Microsoft Corp | Technology | 7.49 |
Amazon.com Inc | Consumer Cyclical | 6.99 |
Alphabet Inc Class C | Communication Services | 6.28 |
Mastercard Inc Class A | Financial Services | 4.65 |
Eli Lilly and Co | Healthcare | 4.16 |
Increase Decrease New since last portfolio | ||
Amundi Funds - US Equity Fundamental Growth J2 USD C |