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OVERLAYS
Fund
Benchmark
3Y · NAV total return · GBP
AMUNDI FUNDS - AMUNDI FUNDS GLOBAL EQUITY - A EUR Hgd (C): holdings, performance and fees
1Y return+25.2%
3Y return+76.9%
5Y return+80.7%
OCF (ongoing charge)1.93%
Top 10 holdings
| Holding | Weight |
|---|---|
| BANK OF AMERICA CORPORATION | 4.9% |
| ALPHABET INC. | 4.0% |
| SHELL PLC | 3.3% |
| MICROSOFT CORPORATION | 3.3% |
| NVIDIA CORPORATION | 2.7% |
| SAMSUNG ELECTRONICS CO., LTD | 2.5% |
| EVERSOURCE ENERGY | 2.4% |
| CARDINAL HEALTH, INC. | 2.2% |
| CRH PLC | 2.2% |
| HUNTINGTON BANCSHARES INCORPORATED | 2.1% |
Top sectors
- Financials26.5%
- Information Technology25.1%
- Industrials10.6%
- Health Care7.6%
- Materials6.1%
Top countries
- USA62.5%
- Korea8.3%
- Japan5.8%
- Netherlands4.6%
- Ireland4.6%
Holdings, sector and country weightings and performance as reported by FE fundinfo. Weightings are a percentage of the portfolio and may not sum to 100.
AI FORECAST · 12-MONTH
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This is an illustrative, model-generated scenario based on stated assumptions. It is not a prediction, a forecast of actual returns, or investment advice. Outcomes may differ materially. Past performance is not a guide to future returns. Capital is at risk.
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