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Amundi Enhances Thematic Investment Offerings in Asia

  • Oct 16, 2019

Amundi, Europe’s largest asset manager, has announced the launch of six new thematic global equity funds for retail investors in Hong Kong and Singapore, further enhancing Amundi’s thematic investment offer range in Asia.

The offerings are in response to growing investor demand for attractive alternative sources of return, and at the same time enabling investors to seize investment opportunities from the megatrends that are driving today’s world.

Five of the new funds will be available in Singapore, where the firm celebrates 30 years this year, while the other will be in Hong Kong. The new funds have been named as CPR Invest Climate action, CPR Invest Education, CPR Invest Food for Generations, CPR Invest Global Disruptive Opportunities, CPR Invest Global Silver Age and Amundi HK – Global Education Opportunities Equity Fund.

In Hong Kong, the Amundi HK – Global Education Opportunities Equity Fund is an addition to the firm’s current suite of locally-domiciled thematic investment products. The three existing funds cover the themes of “green planet”, “global aging” and “disruptive innovation” and were launched in 2006, 2015 and 2018 respectively.

Education is a key investment theme that is gaining popularity with Asian investors. It is one of the United Nations’ Sustainable Development Goals that has been defined to achieve a better and more sustainable world. This is the first known education-themed strategy offered to Hong Kong3 and Singapore retail investors. It also adheres to LuxFLAG-labelled responsible investment guidelines. The investment universe covers the entire spectrum of education, investing in all sectors related to the theme, from early years, through primary and secondary education to lifelong learning.

Vincent Mortier, Deputy Chief Investment Officer and Asia ex-Japan supervisor at Amundi said in the press release that “We are excited to continue to introduce unique, innovative investment solutions to Hong Kong and Singapore. Asia is Amundi’s second domestic market and is underpinned by strong economic fundamentals and growing wealth.”

Mortier continued, “2019, marked by market volatility and global uncertainty, has been a challenging year for Asian investors. We expect this to drive the growing demand for deep investment expertise, to navigate the changing, complex financial environment and achieve long-term growth.”

Valérie Baudson, CEO of CPR Asset Management, said, “Our team is always looking to identify and define new themes which have their origins in long-term cycles of relevance to people’s lives. Our thematic approach provides an alternative to traditional strategies by leveraging genuine, long-lasting trends and deviating from a constraining reference index.”

Baudson added, “We believe education is the next long-term, sustainable theme. There are powerful, structural trends at play, making the sector an attractive opportunity for investors seeking huge growth potential.”

Amundi, with more than 30 years’ presence in Asia, has an in-depth understanding of local investors’ needs in the region and remains committed to help them achieve their financial goals.

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