Amundi Euro Liquidity Select R1 C
ISIN FR0014005U84 / Valor null
Amundi Euro Liquidity Select R1 C
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Amundi Euro Liquidity Select aims to outperform the compounded €STR, the euro money-market benchmark, after deducting ongoing charges, by investing in money market instruments with a maximum maturity of two years. The fund combines financial analysis with ESG screening when selecting issuers and securities, taking into account liquidity, maturity, profitability and quality alongside an ESG rating from A to G. At least 90% of the portfolio is made up of rated securities. Its SRI approach seeks to raise the portfolio’s average ESG score above that of the wider investment universe by excluding at least 20% of the lowest-rated names, and by applying normative and sector exclusions, including controversial weapons and issuers rated F or G. In practice, the manager appears to build a short-dated, liquid portfolio while using these filters to manage risk and pursue incremental outperformance versus the benchmark.
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Marc Marti
Amirul Hakim
Harith Damiel
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