Amundi F. US Equity Research Value M2 EUR

Seeks to increase the value of your investment (mainly through capital growth), and outperform the benchmark, over the recommended holding period, while achieving an ESG score greater than that of the benchmark.Benchmark:Russell 1000 Value Index. Used for determining financial and ESG outperformance, and for risk monitoring. Portfolio holdings:The sub-fund is actively managed. It mainly invests in equities of companies in the United States of America. The sub-fund may or may not hedge currency risk at the portfolio level, at the discretion of the investment manager. The sub-fund uses derivatives to reduce various risks (hedging), manage the portfolio more efficiently, and gain exposure (long or short) to various assets, markets or other investment opportunities.Management process: In actively managing the sub-fund, the investment manager uses a quantitative research and fundamental analysis to identify companies that appear to be undervalued relative to their potential (bottom-up approach).The sub-fund is mainly exposed to the issuers of the benchmark, however, the management of the sub-fund is discretionary, and will invest in issuers not included in the benchmark. The sub-fund monitors risk exposure in relation to the benchmark however the extent of deviation from the benchmark is expected to be significant.The sub-fund promotes ESG characteristics pursuant to Article 8 of the Disclosure Regulation.

PIR compliant

No

PEA compliant

No

PEA-PME compliant

No