Amundi Sandler US Equity Fund

Fund Info Research Peers ESG

Overview

Short-Form Report

Investment Objective

The Lyxor / Sandler US Equity Fund aims to achieve capital appreciation with muted volatility and downside protection characteristics. The Fund focuses on finding secular growth businesses (long) and secularly challenged businesses (short). The strategy typically has a net long bias, but may at times be run market neutral or slightly net short.

Reference Index

S&P 500

Performance

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YTD
2023 0.4 0.5 0.8 0.6 0.4 0.4 0.2 0.8 0.1 0.8 0.1 0.0 1.0
2022 0.6 0.6 0.0 0.2 0.4 0.9 0.8 0.1 0.6 0.8 0.1 0.9 0.4
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