AMUNDI MULTI-ASSET PORTFOLIO OFFENSIVE UCITS ETF DIST

Benchmark

The Amundi Multi-Asset Portfolio Offensive 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 Offensive UCITS ETF invests in a number of ETFs which are already diversified, the fund-of- funds achieves an even higher diversification of its investment. Following a performance-oriented approach, the equity exposure amounts to 80% and includes both developed and emerging markets. Within the equity exposure the focus is on both technology companies and small-medium sized enterprises. 10% of the portfolio is invested into corporate high yield bonds which are denominated in Euro. The commodity exposure stands at 10% and is represented by a basket of 12 commodity futures. The weight of 80%/10%/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 bymore than five percentage point

PERFORMANCE

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