About the Strategy
Amundi US Dividend Equity Strategy invests at least 80% of its assets in income producing US equity securities. The Strategy also may invest up to 20% of its assets in debt securities-most of which are expected to be converted into common stocks. The Strategy seeks securities selling at a discount to their underlying values and then holds these securities until the market values reflect their intrinsic values.
Benchmark
Russell 1000® Value Index
Inception Date
August 1, 1990
Vehicles
Separate Account
Comingled Fund
Mutual Fund
Our Amundi US Dividend Equity Strategy is an actively managed, value-oriented, large-cap equity strategy focused on high-quality, US dividend-paying`1 equity securities. The portfolio management team looks for well-established companies that have shown or produced exemplary dividend growth over the long term and commitment to continuing potential dividend payments.
1Dividends are not guaranteed.
Overview
- Focus on quality companies with consistent or increasing dividends - Can help limit risk while capital appreciation and dividends compound total returns
- Diversification2 - Reduces risk concentration at the security, sector and portfolio levels can mitigate potential risk of large drawdowns
- Strict adherence to investment philosophy - Can contribute to performance over time
- Experienced Investment Team - Includes a long tenure over multiple market cycles
2Diversification does not guarantee a profit or protect against a loss.
Why Amundi US?
Key features of the Amundi US Dividend Equity Strategy include:
- Fundamental, research-driven approach: Research of securities, which offer attractive risk/reward ratio through analysis of industry structure, business outlook and financials, focusing on: above average dividend growth rate and dividend yield, strong balance sheet, incremental earnings power, shareholder value and strong return on equity and operating margins
- Diversified portfolio: Exposure to high-conviction stocks, diversified across sectors and poised to outperform over the long term
- Higher-quality dividend-paying securities: Investments include at least 80% of assets in income producing US equity securities
- Portfolio risk evaluation and monitoring: Rigorous performance attribution and risk analysis through internal quantitative analysis
Portfolio Management
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John A. Carey, CFA Managing Director |
Sammi Le Truong, CFA Vice President |
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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.