Amundi First Eagle International
  • Fund Manager  
    Kimball Brooker, Jr.
  • Currency  
    EUR
  • Sector  
    Multi Assets
  • Fund Type  
    Open Ended
  • Fund Size  
    €8,565.01m
  • Launch Date  
    19/08/2009
  • Lipper Total Return  

The Fund seeks to offer investors capital growth through diversification of its investments over all categories of assets and a policy of following a value approach. To pursue its goal, it invests at least two-thirds of its assets in equities, Equity-linked Instruments and bonds without any restriction in terms of market capitalization, geographical diversification or in terms of what part of the assets of the fund may be invested in a particular class of assets or a particular market. The investment process is based on fundamental analysis of the financial and business situation of the issuers, market outlook and other elements. The Sub-Fund may invest in financial derivative instruments for hedging purpose and for the purpose of efficient portfolio management.The Sub-Fund may not enter into securities lending transactions.

Kimball joined First Eagle Investment Management as a senior research analyst in 2009 covering banks, commercial services, financial services and holding companies. He joined the Global Value portfolio management team in 2010. Kimball began his career in 1992 as a financial analyst at Lazard Frères & Co. From there, he joined J.P. Morgan as an associate in the Investment Banking Department's billion-dollar Corsair private equity funds. In 1998, Kimball returned to J.P. Morgan after finishing his MBA. He was named Chief Investment Officer of the Corsair Funds and managing director in 2005. In 2006, Corsair successfully completed a spin-off from J.P. Morgan with nearly $3 billion under management.

Performance

1 Year 3 Year 5 Year
First Eagle International 7.79% 7.13% 35.24%
Figures correct as at 31 May 2017
As at 28/06/17
Top Holdings as at 31/05/2017
Top Holdings % of fund
Oracle
2.38%
Microsoft
11.87%
KDDI
10.29%
Fanuc
7.24%
American Express
6.97%
Other
90.2%

Fees

Charge Amount Rating
Total Expense Ratio2.20
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.