Amundi

LIBOR Cessation

Scam attempts

With the lockdowns, there has been a raft of fraudulent investment proposals and scams, usurping the name, address, logo and/or approval number of authorised players as well as the names of employees of said players (including Amundi).

Amundi calls for vigilance and reminds you of the following points:

  • Amundi and its subsidiaries never contact the general public directly to offer a financial product;
  • Amundi never raises funds directly from the general public;
  • Amundi products are systematically sold through intermediaries (private wealth advisors, bank advisors, independent financial advisors, etc.).

  

Amundi reminds you of the following warning signals, as indicated by the French financial markets authority (AMF), that should alert you:

  • You don’t know the person who is contacting you;
  •  You are promised very high returns with no risk;
  • You are asked to make a decision quickly;
  • You are asked to make a transfer to a foreign bank account.

More generally, we invite you to follow the AMF’s recommendations:

  • Do not follow up unsolicited phone calls;
  •  Do not communicate your personal details (telephone, e-mail, identity documents, bank details, IBAN, proof of address, etc.) directly by e-mail or on websites whose reliability you cannot check or confirm;
  • Do not take information given by a caller on the phone at face value. The caller may not be who you think he/she is and may have impersonated a genuine employee;
  • Look up the company for which your caller claims to work (telephone, e-mail and postal address) and call the company directly to check that the caller is really one of its employees;

For further recommendations, we invite you to consult the AMF’s helpful guidelines, available via these links:

Policies and reports

Voting policy

The exercise of voting rights and shareholder dialogue are key elements of our fiduciary responsibility and of our role as a responsible investor.

As early as 1996, Amundi implemented its own voting policy, updated every year, which includes the best corporate governance practices as well as, from 2003, social and environmental responsibility. Amundi has decided to exercise voting rights for the vast majority of French and Luxembourg funds so as to best fulfil its responsibility as a shareholder.

 

Very early in its approach as a responsible shareholder, Amundi also implemented a shareholder dialogue process organised around a system of alerts in the event of negative voting intentions vis-à-vis SBF120 companies and a group of companies with the largest market capitalisations in Europe.

Voting and dialogue thus allow us to be actively involved in improving the practices of the companies in which we invest.

Access to our proxy voting results

Enforcement of ESMA guidelines

The “Guidelines on ETFs and other UCITS issues” published by the European Securities and Markets Authority (ESMA) on 12 December 2012 came into force on 18 February 2013.

You will find below the policy applicable to UCITS subject to these Guidelines in terms of financial guarantees.

Shareholder notices

Fund concerned Publication date
AMUNDI EURO LIQUIDITY SRI AMUNDI EURO LIQUIDITY SHORT TERM SRI AMUNDI EURO LIQUIDITY-RATED SRI AMUNDI TRESO ETAT 10/12/2021
Amundi ABS - 06.2021 - AT-DE 27/05/2021
Avviso ai partecipanti ai fondi appartenenti al sistema "Fondi Amundi" - Fusione fondi 10/05/2021
Amundi Funds_UHN_Beat the bench_02.2021_Norway_English 08/02/2021
Amundi Funds -PR02 2020_30.10.2020_Norway_English 01/12/2020
AMUNDI 3-6 M 25/11/2020
AMUNDI RESPONSIBLE INVESTING - EUROPEAN HIGH YIELD SRI 04/11/2020
Guidance on the Impact of Credit Events 08/07/2020
2020.06.30_AF_Communication_extension Swing Pricing_Norway_English 30/06/2020
2020.05.29_AF_Media Change V3_Norway_English 29/05/2020
Distributions Declared for Closed-End Funds - December 18, 2019 18/12/2019
Norway_Amundi Funds II Notice_Appendix II 05/04/2019
Norway_Amundi SICAV II Notice_Appendix II 05/04/2019
Norwegian_Amundi Funds Target NoticeOK 05/04/2019
Norwegian_Amundi Funds NoticeOK 05/04/2019
Norway_Amundi Funds Target Notice_Appendix II 05/04/2019
Norwegian_Amundi Funds II_NoticeOK 05/04/2019
Norwegian_Amundi SICAV II_NoticeOK 05/04/2019
Amundi Notice Appendix III ALL English 05/04/2019
Norway_Amundi Funds Notice_Appendix II 05/04/2019
PI Investment Funds - Japanese Equity Notice 29/03/2019
Amundi 3 M- Notice June 2018 - AT 27/06/2018
AMUNDI CASH CORPORATE 26/06/2018
AMUNDI CASH INSTITUTIONS SRI 26/06/2018
AMUNDI 12 M 15/06/2018
AMUNDI 3 M 27/03/2018
AMUNDI ABS AT DE 28/02/2018
AMUNDI ANNUAL PROTECT 85/AMUNDI ANNUAL PROTECT 90/KONZEPT : PROTECT 90 (C)/AMUNDI RENDEMENT PLUS – I (C) 29/12/2017
Notice - AF - Bond Global Emerging Local Currency_BE_FR 13/11/2017
Notice - AF - SBI FM Equity India - BE_NL 06/11/2017
AMUNDI 6 M 21/08/2017
Amundi Rendement Plus 27/06/2017
Amundi 6 M 21/06/2017
AMUNDI ABS 01/03/2017
AMF 15/02/2017
AMF 15/02/2017
AF Amundi Index Equity Europe Low Carbon 03/02/2016
AF Amundi Index Equity Global Low Carbon 03/02/2016
Amundi Trso Corporate - Notice 10062015 - EN UK 27/10/2015
Amundi Oblig Internationales - Notice financial year end - EN UK 27/10/2015
Amundi Trso Eonia ISR - Notice 30062015 - EN UK 27/10/2015
Amundi Oblig Internationales_Notice to shareholders_UK 27/10/2015
Fondo comune di investimento immobiliare chiuso "Amundi Soluzione Immobiliare" 27/02/2015

Funds list

Name / ISIN Code