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Amundi Fds Equity US Relative Value - AU (C)

Ranked 806 out of 889 in - US over 12 months
All calculations are in USD unless stated

Managed by

Diane Jaffee

Diane Jaffee is based in New York where she is group managing director and senior portfolio manager at Cowen Asset Management/TCW. She manages the TCW Value Opportunities and Amundi US Relative Value Large Cap funds using a value investment style. She joined Cowen in 1995 from Kidder Peabody having also spent time working at Lehman Management and Prudential Insurance. A CFA charterholder, Diane graduated from Wellesley College in Massachusetts with a BA in Economics. Outside of work she enjoys commuter cycling, is an off-duty lifeguard and also enjoys skiing and the theatre.

Objective

This Sub-Fund seeks long-term capital growth through investment of at least 67% of its total assets in shares of undervalued companies of the United States, and listed on a Regulated Market in the United States or in any OECD Country, in order to create a portfolio with a strong growth potential and a limited downside risk. The sub-fund may also invest in other equities, equity-linked instruments, convertible bonds, bonds, money market instruments and deposits, and may invest up to 10% of net assets in UCITS/UCIs.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

US over : 31/12/2016 - 31/12/2017
  • Rank 806/889 Total Return
  • Rank 196/889 Standard Deviation
  • Rank 398/889 Max Drawdown

Total Return

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
2017 12.5% 3.7% 2.0% 3.7% 2.6%
2016 15.1% 2.6% -0.3% 6.1% 6.0%
2015 -8.8% -0.5% -0.2% -10.2% 2.2%
2014 8.0% 1.2% 4.6% -1.9% 4.0%
2013 34.4% 14.0% 2.1% 4.3% 10.8%
2012 17.7% 13.1% -5.0% 6.6% 2.7%
2011 -5.7% 7.1% -2.7% -21.0% 14.4%
2010 14.7% 5.3% -14.2% 11.6% 13.7%
2009 32.6% -10.7% 20.1% 20.1% 3.0%
2008 -45.7% -9.5% -6.1% -9.0% -29.9%
2007 -6.1% 0.0% 6.1% -4.6% -7.3%
2006 17.1% 5.3% -0.2% 4.4% 6.7%
2005 4.9% 0.0% 0.7% 3.8% 0.4%
2004 18.4% 5.2% 3.2% -2.2% 11.5%
2003 33.8% -5.4% 16.6% 6.5% 14.0%
2002 -20.5% 2.5% -9.7% -19.4% 6.6%
2001 11.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date05/07/2001
  • Share Class size42Mn
  • Base currencyUSD
  • ISIN LU0568605769

Purchase Info

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

Charges

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