Amundi Equity Europe Conservative
  • Fund Manager  
    Melchior Dechelette
  • Currency  
    EUR
  • Sector  
    European Equity
  • Fund Type  
    Open Ended
  • Fund Size  
    €769.11m
  • Launch Date  
    29/04/2009
  • Lipper Total Return  

Over a minimum investment horizon of five years, the sub-fund aims to outperform the European equity market – reflected by the MSCI Europe – with a volatility lower than that of the market. To reach this objective the management team implements a minimum variance process focused on quality stocks and completed by a close monitoring of risk exposure.

Melchior Dechelette was born in France in 1966. He attended the Paris IX Dauphine University where he studied Investment Science and Finance. Melchior started his career in 1993 with the Archon Group where he worked in a number of roles including credit analyst, client relationship manager and project finance manager. In 1998 he joined CPR Asset Management where he was a European equity and sector fund manager. He joined Credit Agricole Asset Management in 2002 where he started as a senior portfolio manager in European equities before being promoted to head of European equity investment in 2005. Since 2005 he has been head of European thematic equity investment. Melchior has been managing funds for over 11 years.

Performance

1 Year 3 Year 5 Year
Amundi Fds Equity Europe Conservative - IE (C) 14.27% 36.15% 86.11%
MSCI Europe TR EUR 16.52% 23.8% 88.36%
Figures correct as at 28 Feb 2017
As at 28/06/2017
Collected - HLDG Top Holdings as at 31/05/2017
Top Holdings % of fund
LVMH-MOET Hennessy Louis Vuitt
2.53%
Reckitt Benckiser Group
2.51%
Sanofi
2.48%
Henkel Ag & Co KGAA
2.47%
Roche Holdings
2.43%
Diageo
2.34%
Swisscom
2.26%
Novo Nordisk A/S
2.21%
Unilever NV
2.2%
Telia Co AB
2.18%
Other
76.39%

Fees

Charge Amount Rating
Total Expense Ratio0.85
Data provided by Lipper. Care has been taken to ensure that the information is correct, but PIP Financial neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.