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Amundi Fds Equity MENA - AU (C)

Ranked 6 out of 17 in - Middle East & North Africa over 12 months
All calculations are in EUR unless stated

Managed by

Patrice Lemonnier

Patrice Lemonnier was born in Paris in 1963. He studied Civil Engineering and Project Finance at Ecole Spéciale des Travaux Publics et de l’Industrie (1986) and Ecole Supérieure de Commerce de Paris (1987). From 1989 to 1994 Lemonnier was an International Internal Auditor at Crédit Lyonnais, before it became Crédit Agricole Asset Management (now Amundi). Since 1994 he has been a Latin America portfolio manager, and since 2002 he has held the role of the Head of Emerging Market Equities. Outside of fund management, Lemonnier enjoys walking.

Rémy Marcel

Objective

The sub-fund invests mainly in equities of companies in the Middle East and North Africa (MENA). Specifically, the sub-fund invests at least 67% of assets in equities and equity-linked instruments of companies that are headquartered, or do substantial business, in MENA countries. The sub-fund may invest in P-Notes for the purpose of efficient portfolio management. There are no currency constraints on these investments

Showing fund performance in Luxembourg View performance globally

Performance

Middle East & North Africa over : 31/08/2017 - 31/08/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 7.8% 7.7%
2017 -6.2% -0.7% 0.2% -2.9% -3.0%
2016 4.6% -10.2% 5.5% -5.6% 17.0%
2015 -7.6% 11.8% 1.2% -13.2% -6.0%
2014 25.6% 14.1% -0.3% 25.1% -11.8%
2013 27.3% 9.9% 7.4% 2.8% 4.8%
2012 8.2% 13.4% -6.8% 5.0% -2.4%
2011 -5.4% -10.5% -0.7% -0.3% 6.7%
2010 21.5% 15.5% 0.6% -4.6% 9.6%
2009 18.7% -8.6% 24.1% 10.4% -5.2%
2008 -20.7% -41.1%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/05/2018

Top 10 Holdings

Stock Size
Al Rajhi Banking & Investment Corporation SJSC ORD 6.36%
Saudi Basic Industries Corporation SJSC ORD 4.64%
First Abu Dhabi Bank PJSC ORD 4.60%
National Bank of Kuwait SAKP ORD 3.64%
Qatar National Bank QPSC ORD 3.62%
Eastern Co SAE ORD 3.20%
NMC Health PLC ORD 2.74%
Morgan Stanley BV 0.000% 23-Jul-2018 2.55%
National Commercial Bank SJSC ORD 2.38%
AL RAHJ/MERRILL 2.34%
31/05/2018

Registered For Sale In

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

Fund Info

  • Launch date13/05/2008
  • Share Class size05Mn
  • Base currencyUSD
  • ISIN LU0568613946

Purchase Info

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

Charges

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