Amundi Funds - Polen Capital Global Growth J3 GBP (C)Register to Unlock Ratings |
Performance History | 31/03/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 20.7 | 18.3 | -22.4 | 23.3 | 9.3 | |
+/-Cat | -3.0 | 3.8 | -4.3 | 7.3 | 0.0 | |
+/-B’mrk | - | 0.3 | -3.4 | 1.0 | -0.7 | |
Category: Global Large-Cap Growth Equity | ||||||
Category Benchmark: Morningstar Gbl Growth TME ... |
Key Stats | ||
NAV 18/04/2024 | GBP 1389.46 | |
Day Change | -0.42% | |
Morningstar Category™ | Global Large-Cap Growth Equity | |
IA (formerly IMA) Sector | - | |
ISIN | LU2110862385 | |
Fund Size (Mil) 17/04/2024 | USD 750.84 | |
Share Class Size (Mil) 18/04/2024 | GBP 4.47 | |
Max Initial Charge | - | |
Ongoing Charge 15/03/2024 | 0.85% |
Investment Objective: Amundi Funds - Polen Capital Global Growth J3 GBP (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 | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Damon Ficklin 20/11/2018 | ||
Jeff Mueller 20/11/2018 | ||
Inception Date 24/02/2020 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI ACWI NR USD | Morningstar Gbl Growth TME NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Amundi Funds - Polen Capital Global Growth J3 GBP (C) | 29/02/2024 |
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Top 5 Holdings | Sector | % |
Amazon.com Inc | Consumer Cyclical | 9.72 |
Microsoft Corp | Technology | 8.15 |
Alphabet Inc Class C | Communication Services | 6.14 |
Adobe Inc | Technology | 5.97 |
SAP SE | Technology | 5.34 |
Increase Decrease New since last portfolio | ||
Amundi Funds - Polen Capital Global Growth J3 GBP (C) |