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AMUNDI FUNDS PIONEER US EQUITY FUNDAMENTAL GROWTH - R2 GBP (C)

  • Fund Info & charges
  • Performance
  • Fund breakdown
  • Dividend History
Fund Provider Amundi Luxembourg S.A.
Fund Summary To seek to increase the value of your investment over the recommended holding period
SEDOL code BHLQ3K6
ISIN LU1883856566
Fund code AMEFA
Managers Paul Cloonan, Andrew Acheson
Manager Tenure 11 years
Morningstar Category US Large-Cap Growth Equity
Fund Size £1,957 million
Fund Type Offshore
Management Style Active
Total Expense Ratio (TER) 1.15%
Cavendish ongoing charge 0.05%
FundsNetwork Service Fee 0.20%
Minimum Initial Investment £25
Minimum Top Up £25
Minimum Monthly Investment £25
Sell Price £151.3800
Buy Price £151.3800
Price Change -2.146%
Price Date 11th October 2019
Yield Currently unavailable
Dividend Frequency Yearly
ISA Eligible Yes
SIPP Eligible Yes
Inception Date 16th September 2019
Fund Status OPEN
Paul Cloonan, portfolio manager, is a Senior Vice President at Pioneer. He joined Pioneer in 1997 as an equity analyst. Prior, he was a manager in the financial advisory services group of Ernst & Young from 1994 to 1997.

3-year Mean Monthly Return: 1.324%

Annual Returns 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009
Fund Performance +14.37% +21.30% +13.85% +28.83% +12.03% +18.82% +16.23% +24.20% +8.76% +15.08%
Benchmark Performance
(US Large-Cap Growth Equity)
+8.08% +24.80% +15.24% +28.51% +6.15%
Time Period Cumulative Benchmark Performance
(US Large-Cap Growth Equity)
Fund Compared to Benchmark
1 day -2.15% +22.33% -24.47%
1 week -2.53% -3.04% +0.51%
1 month -2.43% -3.25% +0.82%
3 months -0.67% +6.25% -6.91%
6 months 8.93% +15.68% -6.75%
1 year 21.45% +13.22% +8.23%
3 years 13.63% +16.82% -3.18%
5 years 17.60% +14.52% +3.08%
10 years 16.67% +15.78% +0.89%
YTD 23.83% -1.51% +25.34%
Since inception 17.80% Currently unavailable Currently unavailable

Top 10 shares for this fund

Share Name Country Value
Microsoft Corp USA 7.67%
Alphabet Inc Class C USA 5.91%
Mastercard Inc A USA 5.21%
PepsiCo Inc USA 4.46%
Apple Inc USA 4.10%
Intercontinental Exchange Inc USA 3.82%
The Home Depot Inc USA 3.66%
Marsh & McLennan Companies Inc USA 3.37%
Ross Stores Inc USA 3.25%
Thermo Fisher Scientific Inc USA 3.19%

Currently unavailable