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Amundi Funds Bond Global Aggregate

Tapping value wherever it exists

Why invest in Global Aggregate?

In any investment climate, but to greater extent in a ro-ro climate, the level of active risk is motivated by a clear view of macroeconomic developments. Using these insights investment managers can reduce the volatility of their portfolios in periods of uncertainty.

Faced with this challenging market circumstances and as a bond investor, we believe it is necessary to choose an approach characterised by three elements: a macroeconomic focus, diversification and actively deploying risk budgets.

Within Amundi we have incorporated all these three elements into Amundi Funds Bond Global Aggregate, which has a successful track record since the start of the sub-fund in 2007.

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Amundi Funds Bond Global Aggregate explained

 

Bond Global markets offer many opportunities: a broad and global investment universe made up of more than 13,000 issues & 2,500 issuers across 70 countries as well as attractive returns over the long term.

Investing in this market since 2007 & rated 4-star by Morningstar, Amundi Funds Bond Global Aggregate is a strategy not to be overlooked.

The Investment team has the flexibility to identify the best investment opportunities. This means that they dynamically allocate between the various asset classes in order to benefit from opportunities in government and corporate bonds, currencies, high yield bonds and emerging debt, each of which can perform well in different phases in the cycle.

Key benefits

- Flexible style adapted to “Full Cycle” management, with an ability to switch from an asset class to another, tapping value wherever it exists
- Extensive investment universe including Forex, High Yield and Emerging debt in addition to the traditional universe
- A combination of long-term strategic views and short-term tactical management

Given for indicative purposes only, may be changed without prior notice.

Performances

Name of the sub-fund
ISIN code
Ccy* NAV YTD Rolling performance over
1 year 3 year 5 year
Amundi Funds Bond Global Aggregate - AE (C)
LU0557861274
EUR 163.22 -1.86% 5.15% 37.32% 52.55%
Amundi Funds Bond Global Aggregate - AE (D)
LU0557861357
EUR 151.49 -1.85% 5.14% 37.40% 52.35%
Amundi Funds Bond Global Aggregate - AU (C)
LU0319688015
USD 218.14 0.50% 1.16% 7.71% 24.20%
Amundi Funds Bond Global Aggregate - AU (D)
LU0319688288
USD 116.32 0.51% 1.17% 7.73% 24.24%
Amundi Funds Bond Global Aggregate - FHE (C)
LU0613077535
EUR 113.46 0.03% -1.25% 2.85% 16.41%
Amundi Funds Bond Global Aggregate - FHE-MD (D)
LU0613077709
EUR 93.42 0.04% -1.19% 2.93% 16.62%
Amundi Funds Bond Global Aggregate - FU (C)
LU0557861431
USD 117.56 0.36% 0.41% 5.25% 19.71%
Amundi Funds Bond Global Aggregate - IU (C)
LU0319687637
USD 2 101.03 0.60% 1.67% 9.37% 26.82%
Amundi Funds Bond Global Aggregate - MHE (C)
LU0613076487
EUR 122.74 0.26% 0.00% 6.91% 24.05%
Amundi Funds Bond Global Aggregate - MU (C)
LU0329444938
USD 138.45 0.64% 1.79% 9.30% 27.38%
Amundi Funds Bond Global Aggregate - SHE (C)
LU0613076990
EUR 118.06 0.13% -0.71% 4.69% 19.78%
Amundi Funds Bond Global Aggregate - SHE-MD (D)
LU0613077295
EUR 94.67 0.17% -0.66% 4.79% 19.90%
Amundi Funds Bond Global Aggregate - SU (C)
LU0319688361
USD 213.91 0.47% 0.97% 7.13% 23.14%

*Ccy: Currency. Past performance does not prejudge future results, nor is it a guarantee of future returns.

Data Source - ©2014 Morningstar, Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results. September 2014. IU share class.