Amundi Euro Liquidity-Rated SRI E
UMushroom community rating:
4.17
6 votes
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Amundi Euro Liquidity-Rated SRI is a euro money-market fund that holds short-term money‑market instruments with maturities up to two years; securities are selected for liquidity, maturity profile, credit quality and yield and are also screened for ESG factors, with each issuer given an ESG rating from A (best) to G (worst) and at least 90% of the portfolio carrying an ESG rating. The fund aims to outperform the capitalised €STR benchmark and follows an SRI approach that combines financial filters with non‑financial analysis, seeking to improve the portfolio’s average ESG score versus its investment universe by excluding at least the lowest-rated issuers (removing at least 20% of the bottom-rated names) and applying additional normative exclusions.
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Tags:
esgmoney market€str
Ratings & reviews
4.17
6 votes
Performance:
3.20
Innovation:
3.80
Society:
4.00
Nature:
4.40
Philipp Glogg
Switzerland, 21 Mar 2024
!!
Aleksandar Vidic
Switzerland, 31 Mar 2024
Transparent & nachhaltige Investitionsziele
Ani Satoshi
Switzerland, 20 Mar 2024
Nachhaltig
OTHER SHARE CLASSES OF THIS FUND
Amundi Euro Liquidity-Rated SRI U
Amundi Euro Liquidity-Rated SRI U
Amundi Euro Liquidity-Rated SRI U
Annual Return
-50%0%+50%
Risk level
110
0.01%EUR 21,553.07
Amundi Euro Liquidity-Rated SRI R
Amundi Euro Liquidity-Rated SRI R
Amundi Euro Liquidity-Rated SRI R
Annual Return
-50%0%+50%
Risk level
110
0.01%EUR 107.46
Amundi Euro Liquidity-Rated SRI I
Amundi Euro Liquidity-Rated SRI I
Amundi Euro Liquidity-Rated SRI I
Valor: 1015312
Annual Return
-50%0%+50%
Risk level
110
0.01%EUR 1,142,855.19
Amundi Euro Liquidity-Rated SRI R2
Amundi Euro Liquidity-Rated SRI R2
Amundi Euro Liquidity-Rated SRI R2
Annual Return
-50%0%+50%
Risk level
110
0.01%EUR 109,271.98
Amundi Euro Liquidity-Rated SRI P
Amundi Euro Liquidity-Rated SRI P
Amundi Euro Liquidity-Rated SRI P
Valor: 21021480
Annual Return
-50%0%+50%
Risk level
110
0.01%EUR 105.56
Amundi Euro Liquidity-Rated SRI I2
Amundi Euro Liquidity-Rated SRI I2
Amundi Euro Liquidity-Rated SRI I2
Valor: 30071316
Annual Return
-50%0%+50%
Risk level
110
0.01%EUR 10,812.69
Amundi Euro Liquidity-Rated SRI M
Amundi Euro Liquidity-Rated SRI M
Amundi Euro Liquidity-Rated SRI M