Amundi Actions PME

Overview

Amundi Actions PME is a French mutual fund managed by Amundi Asset Management, focusing on small and medium-sized enterprises (SMEs) and mid-cap companies within the Eurozone. The fund aims to capture the growth potential of these companies, which are considered the backbone of the European economy. It primarily invests in equities of companies with market capitalizations between €150 million and €5 billion, offering investors exposure to a diversified portfolio of SMEs across various sectors. The fund employs a discretionary management approach, selecting stocks based on growth potential and the quality of management. It utilizes a bottom-up investment style, emphasizing fundamental analysis to identify undervalued or attractively priced growth opportunities. The portfolio is constructed with a focus on companies that demonstrate strong innovation capabilities and entrepreneurial spirit, aligning with the fund's objective to support the development of SMEs in the Eurozone. Investors are advised that the fund is eligible for French equity savings plans (PEA and PEA-PME), with a recommended minimum investment horizon of five years. The fund is managed by a team of experienced professionals at Amundi Asset Management, leveraging the firm's extensive research capabilities and local market knowledge to make informed investment decisions. The fund's strategy aims to deliver solid risk-adjusted returns over the medium term, contributing to the growth and success of SMEs within the Eurozone.

Investment Focus

• Eligible for PEA and PEA-PME equity savings plans

Portfolio Companies