Amundi Rendment Plus Select R EUR

By subscribing to AMUNDI RENDEMENT PLUS SELECT, you gain access to varied expertise within a broad spectrum of international interest rate, equity and currency markets. In addition to incorporating ESG (Environment, Social, Governance) criteria, the Fund's management objective consists, over a three-year investment horizon, of achieving a performance 2.20% higher than that of the capitalised €STR, an index representing the Eurozone monetary rate, after taking into account the maximum operating and management charges through discretionary management. To achieve this, the management team implements diversified and responsive management to optimise the portfolio's risk/return mix. Furthermore, to select eligible securities within the investment universe, the management team relies on a financial analysis (macroeconomic analysis and asset class valuation monitoring analysis) combined with a non-financial analysis. The investment process is as follows: 1) general asset allocation consisting of defining and changing the weight of bonds, equities and diversification assets in the portfolio, as well as their distribution by country, currency or economic sector. This translates into the implementation of strategic, tactical and arbitrage positions in all bond, equity and currency markets; 2) non-financial analysis and integration of ESG criteria; and 3) selection of securities and portfolio construction. The non-financial analysis, based on ESG criteria and developed using the best-in-class ESG rating methodology developed by Amundi, makes it possible to evaluate companies on their environmental, societal and governance behaviour by assigning them an ESG rating ranging from A (highest) to G (lowest), so as to carry out a more comprehensive risk assessment and select the most virtuous companies. At least 90% of securities in the portfolio have an ESG rating. Limitation of the 'Best in Class' approach: this approach does not exclude any business sectors a priori. All economic

PIR compliant

No

PEA compliant

No

PEA-PME compliant

No