About the Strategy
Amundi Multi-Asset Income Strategy seeks to obtain a high level of current income with capital appreciation as a secondary objective.
Benchmark
Bloomberg US Aggregate Index/MSCI ACWI
Inception Date
January 1, 2012
Vehicles
Separate Account
Mutual Fund
Our Amundi Multi-Asset Income Strategy seeks to provide high current monthly income relative to the broad market through a diversified1 portfolio of income producing stocks and bonds. In an effort to enhance income potential, the Strategy also diversifies geographically—investing in domestic, international and emerging markets.
1Diversification does not guarantee a profit or protect against a loss.
Overview
- Flexible asset allocation portfolio with a high income emphasis, while also focused on enhancing purchasing power over time
- Ability to take advantage of both US and global opportunities
- Maximum non-US exposure 40%
- Maximum Emerging Markets exposure 30%
- Opportunities for income and capital appreciation potential from dividend paying equities
- Maximum equity exposure of 60%
- A tactical asset allocation and hedging strategy aimed at reducing volatility, while protecting income
PLEASE NOTE: The Internal Guidelines referenced do not necessarily represent prospectus / statutory limitations. These internal guidelines are used as guidance in the daily management of the Portfolio's investments. the Portfolio's exposures, limitations, and / or risks.
Why Amundi US?
A strong investment culture focused on sound, fundamental research drives the management of the Amundi Multi-Asset Income Strategy. Key features of the Strategy include:
- Active management: Find income opportunities in multiple asset classes and geographies
- Distinctive diversification: Determine the relevant income generating asset classes
- Independent thinking: Employ a value approach to security selection and asset allocation
- Risk management: Maintain a stable long-term risk profile
Portfolio Management
|
Marco Pirondini |
Howard Weiss, CFA |
This information is exclusively intended for “Professional” investors within the meaning Directive 2014/65/EU of the European Parliament and the Council of 15 Many 2014 on Markets in Financial Instruments (as amended) (MIFID II). It is not intended for the general public or for non-professional individual investors within the meaning of all local regulations, or for “US Persons”, as defined in the Securities and Exchange Commission’s “Regulation S” under the 1933 U.S. Securities Act. This non-contractual information does not under any circumstances constitute an offer to buy, a solicitation to sell, or advice to invest in financial instruments of Amundi or one of its affiliates (“Amundi”). Investing involves risks. The performance of the strategies is not guaranteed. Past performance does not predict future results. Investors may lose all or part of the capital originally invested. There is no guarantee that ESG considerations will enhance a strategy’s performance. The decision of investors to invest in the promoted strategies should take into account all characteristics of objectives of the strategies. All investors should seek professional advice prior to any investment decision, in order to determine the risks associated with the investment and its suitability. Amundi assumes no liability, either direct or indirect, resulting from the use of any of the information contained in this document, and shall not under any circumstances be held liable for any decisions taken on the basis of this information. This information may not be copied, reproduced, modified, translated or distributed, without the prior written approval of Amundi. This information is provided to you based on sources that Amundi considers to be reliable at the date of publication, and it may be modified at any time without prior notice.