To give meaning to their investments
- Investors are increasingly wanting to give meaning to their investments, understand them and align them with their values.
- Two solutions are possible: thematic funds and responsible investment. Nevertheless, the associated risk to thematic equities can scare off the most discerning investors risk aversion: equity market volatility on the one hand and the identification of the best oriented themes in the short and medium term on the other hand.
A wealth management solution capturing thematic equity alpha
- Smart Trends is a turnkey solution that mainly meets the needs of all those expectations. The fund aims to strategically benefit from the performance of thematic equity markets while diversifying the risk through a flexible multi-asset allocation.
- The equity exposure varies between 0% - 35% and fixed income exposure between 65% - 100%. The fund was built to maintain a SRRI of 3 (on a risk scale of 1 to 7) via a maximum exposure to equities of 35% and volatility limited to 5%. In addition, the portfolio manager select investment vehicles within Amundi funds range that have a responsible approach.
A combined expertise of our thematic equity and asset allocation teams
Smart Trends combines in a unique solution our in-house know-how: asset allocation, recognised for over 20 years via the “Croissance” range, and the thematic equity expertise on which CPR AM is positioned, with a range that has been expanding over the past 10 years. These two asset classes have more than 17 billion of assets under management (as of June 2019).