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Amundi has designed this sub-fund in response to two current issues for investors: the increasing value
attributed to ESG considerations in investments and the need for conservative portfolios amidst rising
market uncertainty.
Amundi Funds Multi-Asset Sustainable Future aims to provide sustainable returns with a
conservative risk profile achieved through a multi-asset investment approach. The investment universe
allows for diversified investing across a broad range of fixed income assets mainly in euro denominated
investment grade corporate and government bonds and global equities (up to 40% of portfolio
allocation).
Our holistic, responsible investing approach combines ESG factors with fundamental analysis to select
only those companies and issuers we believe can generate returns in the long run. Drawing on the
combined expertise of our portfolio managers, macro economists, strategists and portfolio construction
analysts, a fundamental macro-driven approach is devised to determine the asset allocation across
regions and asset classes. The investment universe is then refined to exclude controversial issuers
according to certain predefined criteria[[These ratings exclude companies in defense, tobacco, alcohol, gambling, nuclear, pornography, any companies violating
human rights, labour rights, or using child labour ; general business malpractice and controversial environmental practice.]]. We only select companies with the best ratings according to
our proprietary ESG rating policy. Finally, the fund managers’ strong convictions form the basis for the
final selection of fundamentally sound companies with a positive impact in line with our ESG criteria.
Amundi Funds Multi-Asset Sustainable Future aims to provide capital appreciation over a recommended
investment period of 4 years.
The fund will be managed by experienced portfolio managers from the Balanced Strategies team led by
Joerg Moshuber, Lead Portfolio Manager and Enrico Bovalini, Head of Balanced Strategies. Research
provided by Amundi’s ESG Analysis Team, who provide ratings for over 5500+ issuers, is instrumental
in the selection process. The portfolio management process of the fund, combining traditional
investment with ESG, is based on the long track record managing an Austrian domiciled UCITS[[Austrian domiciled UCITS, Class A EUR]] ethical
balanced fund. The Austrian domiciled UCITS was launched in November 1986 and has been managed
by the current management team for the past 7 years.
Joerg Moshuber, Lead Portfolio Manager of the fund comments “Our investment philosophy continues
to evolve and this is driven largely by our investors. We truly believe in the companies and issuers
selected for the portfolio from a fundamental investment perspective and an ESG standpoint. We strive
to ensure our investments are able to achieve sustainable returns while having a positive impact on the
environment and society. The way we do this is by investing only in issuers that are truly committed to
building a better future.”
Legal Characteristics Amundi Funds Multi-Asset Sustainable Future
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