Irish Life Amundi Global Aggregate Bond Gross
Managed Defensive (<35% Equity)
The Sub-Fund is a financial product that promotes ESG characteristics pursuant to Article 8 of the Disclosure Regulation. The Sub-Fund invests at least 75% of net assets in equities of companies that are headquartered and listed in the Eurozone, with a minimum of 51% of net assets in equities which have a market capitalisation below the maximum market capitalication of the benchmark. Investments may be extended to other European Union member states, depending on the expectations regarding which countries may subsequently become part of the Eurozone. The Sub-Fund makes use of derivatives to reduce various risks and for efficient portfolio management. Benchmark : The Sub-Fund is actively managed and seeks to outperform the MSCI EMU Small Cap Index. The Sub-Fund is mainly exposed to the issuers of the benchmark, however, the management of the Sub-Fund is discretionary, and will invest in issuers not included in the benchmark. The Sub-Fund monitors risk exposure in relation to the benchmark however the extent of deviation from the Benchmark is expected to be material. Further, the Sub-Fund has designated the benchmark as a reference benchmark for the purpose of the Disclosure Regulation. The Benchmark is a broad market index, which does not assess or include constituents according to environmental characteristics, and therefore is not aligned with the environmental characteristics promoted by the Sub-Fund. Management Process : The Sub-Fund integrates Sustainability Factors in its investment process as outlined in more detail in section "Sustainable Investment" of the Prospectus. The investment team selects equities based on fundamental analysis (bottom-up), constructing a concentrated portfolio that consists of those securities about which the investment team has conviction. The Sub-Fund seeks to achieve an ESG score of its portfolio greater than that of the Benchmark.
To achieve long-term capital growth.
1
2
3
4
5
6
7
97.90
EUR
+7.92 (+8.80%) past 3 year
as of 19 May 2026Fund insights
Detailed information extracted from the fund factsheet.
The Sub-Fund makes use of derivatives to reduce various risks and for efficient portfolio management.
ESG & sustainability
The Sub-Fund is a financial product that promotes ESG characteristics pursuant to Article 8 of the Disclosure Regulation. The Sub-Fund integrates Sustainability Factors in its investment process as outlined in more detail in section "Sustainable Investment" of the Prospectus. The investment team selects equities based on fundamental analysis (bottom-up), constructing a concentrated portfolio that consists of those securities about which the investment team has conviction. The Sub-Fund seeks to achieve an ESG score of its portfolio greater than that of the Benchmark. In addition to complying with Amundi Responsible Investment Policy, Amundi ESG Mainstreaming portfolios have an ESG performance objective that aims to achieve a portfolio ESG score above the ESG score of their ESG Investment universe.
The Sub-Fund seeks to achieve an ESG score of its portfolio greater than that of the Benchmark. An SRI portfolio follows these rules : 1 - Exclusion of E, F and G scores 2 - Overall portfolio rating of C or above 3 - Overall portfolio rating above the benchmark index/investment universe rating 4 - ESG rating for 90% minimum of portfolio stock
Frequently asked questions
Common questions about Irish Life Amundi Global Aggregate Bond Gross.
AMUNDI FUNDS EUROLAND EQUITY SMALL CAP SELECT - I2 EUR invests at least 75% of net assets in equities of companies headquartered and listed in the Eurozone. It also keeps at least 51% of net assets in smaller companies, meaning stocks with a market capitalisation below the benchmark’s maximum market capitalisation. The fund may also invest in other EU member states if they are expected to join the Eurozone.
AMUNDI FUNDS EUROLAND EQUITY SMALL CAP SELECT - I2 EUR is actively managed and uses bottom-up fundamental analysis to select equities the managers have strong conviction in. The portfolio is concentrated, rather than broadly diversified, and the managers can invest in companies not included in the MSCI EMU Small Cap Index. The fund also seeks to achieve a portfolio ESG score above that of the benchmark.
AMUNDI FUNDS EUROLAND EQUITY SMALL CAP SELECT - I2 EUR promotes ESG characteristics under Article 8 and integrates sustainability factors into its investment process. It applies exclusions, including forced or obligatory child labor, and seeks a portfolio rating above the benchmark with at least 90% of portfolio stocks assessed for ESG rating. This means the fund aims to tilt towards companies with stronger sustainability profiles, rather than just following the market index.
AMUNDI FUNDS EUROLAND EQUITY SMALL CAP SELECT - I2 EUR is in risk class 4 out of 7, which is a medium risk level. Its key risk is market liquidity risk, meaning some holdings may be harder to buy or sell quickly without affecting their price. As an equity fund, it can also lose value in weak market conditions, and there is no capital protection.
AMUNDI FUNDS EUROLAND EQUITY SMALL CAP SELECT - I2 EUR may suit investors seeking long-term capital growth from Eurozone small-cap equities and who can stay invested for about 5 years. It is designed for investors comfortable with active management and a concentrated portfolio that may differ materially from the MSCI EMU Small Cap Index. Because it invests in equities, investors should be prepared for share price volatility.
Irish Life Amundi Global Aggregate Bond Gross
Get free, expert advice on this fund from a regulated advisor
Regulated advisors
No obligation
100% free advice