AMUNDI MULTI-ASSET PORTFOLIO DEFENSIVE UCITS ETF DIST

Benchmark

The Amundi Multi-Asset Portfolio Defensive UCITS ETF Dist combines the advantages of competitively priced, passively managed ETFs with the broad diversification of fund-of- funds. The fund invests in three asset classes: equity, fixed income and commodities. The aim of this multi-asset strategy is to achieve a long-term growth by a broad diversification of asset classes, geographic regions, sectors and currencies. As the Lyxor Portfolio Strategy Defensive UCITS ETF invests in a number of ETFs which are already diversified, the fund-of- funds achieves an even higher diversification of its investment. 50% of the portfolio is invested into bonds and money market instruments, such as sovereign bonds, covered bonds and EONIA deposits. The equity exposure stands at 40% and includes both developed and emerging markets. The commodity exposure amounts to 10% and is represented by investments into Gold ETCs such as Xetra-Gold. The weight of 50%/40%/10% is rebalanced once a year to its original allocation. Moreover, an extraordinary rebalancing takes place if the equity quota deviates from the initial asset allocation by more than five percentage points.

PERFORMANCE

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