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Amundi Fds Global Macro Forex - AE (C)

Ranked 5 out of 15 in - Currency over 12 months
All calculations are in EUR unless stated

Managed by

James Kwok

James Kwok, CFA is head of currency management at Amundi Asset Management based in London dealing in currencies, using discretionary and quantitative investment styles. He joined the firm in 2010 and prior to this, he was a global fixed income portfolio manager at SGAM in Paris. He graduated from the Chinese University of Hong Kong Manchester Business School with a degree in Business. Outside of fund management James enjoys tennis, music and the theatre.

Objective

This Sub-Fund seeks a total return through investment of at least 67% of its total assets in foreign exchanges (Currency futures, currency forwards, currency swaps, currency options...), investment grade bonds, debt instruments issued by worldwide issuers, listed or traded on Regulated Markets of any OECD Country. Targeted currencies are liquid enough to enable easy access and exit from the position. Depending on the market conditions and in the best interest of Shareholders, the assets may be invested mainly and temporarily in fixed income securities, as well as money market instruments.

Showing fund performance in Malta View performance globally

Performance

Currency over : 30/06/2017 - 30/06/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 0.9% -1.8%
2017 0.7% 1.0% 0.3% 0.5% -1.0%
2016 0.7% 0.0% 0.0% -0.1% 0.7%
2015 -1.0% -1.3% -1.7% 2.7% -0.6%
2014 -0.3% 1.5% -0.6% -0.2% -1.1%
2013 3.9% 0.9% 1.2% 0.4% 1.4%
2012 2.2% 0.7% -0.2% 0.9% 0.7%
2011 -1.8% 0.0% 0.0% -1.8% 0.0%
2010 1.1% 0.3% -0.5% 1.2% 0.1%
2009 1.9% 0.6% 0.6% 0.4% 0.3%
2008 5.1% 2.3% 0.9% 1.7% 0.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date04/12/2007
  • Share Class size32Mn
  • Base currency
  • ISIN LU0568619638

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).