Amundi Funds - European Equity Small Cap A EUR AD (D)Register to Unlock Ratings |
Performance History | 29/02/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 6.7 | 13.6 | -21.9 | 9.6 | 1.0 | |
+/-Cat | -9.1 | 0.8 | -1.2 | 2.9 | 2.0 | |
+/-B’mrk | -3.2 | - | -3.4 | -3.4 | 1.6 | |
Category: Europe Mid-Cap Equity | ||||||
Category Benchmark: Morningstar Dev Eur SMID TM... |
Key Stats | ||
NAV 28/03/2024 | EUR 58.39 | |
Day Change | -0.21% | |
Morningstar Category™ | Europe Mid-Cap Equity | |
ISIN | LU1880395964 | |
Fund Size (Mil) 27/03/2024 | EUR 273.51 | |
Share Class Size (Mil) 28/03/2024 | EUR 0.47 | |
Max Initial Charge | - | |
Ongoing Charge 15/03/2024 | 2.08% |
Morningstar Research |
Analyst Report | 21/03/2024 Francesco Paganelli, Senior Analyst Morningstar, Inc |
The protracted lack of stability in the organization and concerns around the team’s workload and breadth of research detract significantly from Amundi European Equity Small Cap’s appeal, leading to a Morningstar Analyst Rating of Neutral across... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | 22 |
Parent | 23 |
Process | 23 |
Performance | |
Price |
Investment Objective: Amundi Funds - European Equity Small Cap A EUR AD (D) |
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 small cap companies that are based in, or do most of their business in Europe. The Sub-Fund defines small cap companies as those that, at the time of purchase, are within the market capitalization range of the MSCI Europe Small Cap Index. 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 | ||
Cristina Matti 11/12/2010 | ||
Sergio Groppi 11/12/2010 | ||
Inception Date 24/06/2019 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI Europe Small Cap NR EUR | Morningstar Dev Eur SMID TME NR EUR |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Amundi Funds - European Equity Small Cap A EUR AD (D) | 29/02/2024 |
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Top 5 Holdings | Sector | % |
Intermediate Capital Group PLC | Financial Services | 2.76 |
SPIE SA | Industrials | 2.64 |
Babcock International Group PLC | Industrials | 2.49 |
Trelleborg AB Class B | Industrials | 2.34 |
CTS Eventim AG & Co. KGaA | Communication Services | 2.25 |
Increase Decrease New since last portfolio | ||
Amundi Funds - European Equity Small Cap A EUR AD (D) |