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Amundi Fds Bond Global - SHE (C)

Ranked 3 out of 104 in - Global over 12 months
All calculations are in EUR unless stated

Managed by

Laurent Crosnier

Laurent Crosnier began his career in the financial industry in 1989 as a futures trader at ODDO, a European investment banking boutique. He joined Amundi in 1991 as a Euro Fixed Income manager, focusing more specifically on Euro Corporate management from 1997. In 2006, Crosnier was appointed Head of Inflation, Duration & Credit management and then promoted Head of the Euro Fixed and Credit Department in 2008. In April 2010, he was appointed as the Chief Investment Officer of Amundi London Branch. In March 2014, Crosnier became portfolio manager of Amundi’s flagship strategy, Global Aggregate. Crosnier holds a Bachelor’s degree in Economics and a Postgraduate degree in Economics and Finance from the University of Paris Dauphine. He is also a CFA Charterholder.

Objective

The Fund aims to achieve a combination of income and capital growth (total return). Specifically, the sub-fund seeks to outperform (after applicable fees) the JP Morgan Government Bond Global All Maturities Unhedged in USD index over any given 3-year period.The sub-fund invests mainly in investment-grade bonds of issuers in OECD countries. Investments may include mortgage-backed securities (MBS) and asset-backed securities (ABS). Specifically, the sub-fund invests at least 67% of assets in investmentgrade bonds that are either issued or guaranteed by OECD governments or supranational entities (at least 60% of assets), or issued by corporate entities.

Showing fund performance in Netherlands View performance globally

Performance

Global over : 31/03/2017 - 31/03/2018
  • Rank 3/104 Total Return
  • Rank 96/104 Standard Deviation
  • Rank 12/104 Max Drawdown
Fund Name Currency Return
1 BlueBay Financial Capital Bond S EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

16.6%

2 PrivilEdge - H2O High Conviction Bonds, (EUR) NA EUR

11.7%

3 Amundi Fds Bond Global - SHE (C)

Currency exposure is hedged

Currency exposure is hedged

EUR

8.7%

4 Invesco Global Bond A Acc EUR Hedged

Currency exposure is hedged

Currency exposure is hedged

EUR

6.0%

5 Morgan Stanley Global Bond AH EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

5.9%

Fund Name Currency Risk
94 Amundi Funds II Gl GDP-Weighted Gov Bd E ND EUR EUR

4.1

94 NN (L) Global Bond Opportunities P Dis EUR Hdgiii

Currency exposure is hedged

Currency exposure is hedged

EUR

4.1

96 Amundi Fds Bond Global - SHE (C)

Currency exposure is hedged

Currency exposure is hedged

EUR

4.1

97 Kempen Profielfonds 0 EUR

4.4

98 GAM Star Dynamic Global Bond EUR Acc EUR

4.5

Fund Name Currency Loss
10 T Rowe Global Aggregate Bond Qb EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-1.0%

11 Wellington Global Bond EUR S Acc Hdg

Currency exposure is hedged

Currency exposure is hedged

EUR

-1.0%

12 Amundi Fds Bond Global - SHE (C)

Currency exposure is hedged

Currency exposure is hedged

EUR

-1.1%

13 Credit Suisse (Lux) Floating Rate Credit EBH EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-1.1%

13 Edmond de Rothschild Fund-Return Plus E EUR EUR

-1.1%

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 1.9%
2017 9.2% 2.4% 3.9% 2.2% 0.5%
2016 -0.5% 4.7% 2.7% 1.0% -8.3%
2015 -6.7% -1.0% -3.7% -0.8% -1.3%
2014 1.7% 3.7% 2.4% -2.5% -1.8%
2013 1.5% 0.2% -1.6% 1.9% 1.0%
2012 15.9% 6.6% -0.3% 6.0% 2.8%
2011 -0.1% -10.2% -3.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Czech Republic
  4. Finland
  5. France
  6. Germany
  7. Greece
  8. Ireland
  9. Italy
  10. Luxembourg
  11. Netherlands
  12. Norway
  13. Singapore
  14. Sweden
  15. Switzerland
  16. United Kingdom

Fund Info

  • Launch date01/02/2011
  • Share Class size17Mn
  • Base currencyEUR
  • ISIN LU0557862678
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment0.001
  • Min. regular additional investment0.001

Charges

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).