3
PREFERENCIA SECTORIAL Y SELECCIÓN DE VALORES
2
ASIGNACIÓN DE SUBTEMAS
4
Construcción de la cartera
1
ELEGIBLE
UNIVERSO
El proceso de inversión en cuatro pasos
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IMPORTANT INFORMATION
This document contains information about CPR Invest – Global Lifestyles. The management company of the Fund is CPR Asset Management – 90, boulevard Pasteur – CS 61595 – 75730 Paris Cedex 15 – France.
This is a marketing communication. Please refer to the prospectus / information document and to the KIID before making any final investment decisions.
This material is for information purposes only, is not a recommendation, financial analysis or advice, and does not constitute a solicitation, invitation or offer to purchase or sell the Fund in any jurisdiction where such offer, solicitation or invitation would be unlawful. This information is not for distribution and does not constitute an offer to sell or the solicitation of any offer to buy any securities or services in the United States or in any of its territories or possessions subject to its jurisdiction to or for the benefit of any U.S. Person (as defined in the prospectus of the Funds). The Funds have not been registered in the United States under the Investment Company Act of 1940 and units of the Funds are not registered in the United States under the Securities Act of 1933. Accordingly, this material is for distribution or to be used solely in jurisdictions where it is permitted and to persons who may receive it without breaching applicable legal or regulatory requirements, or that would require the registration of Amundi or its affiliates in these countries.
Investment involves risk. Past performance is not a guarantee or indication of future results. Investment return and the principal value of an investment in the Fund may go up or down and may result in the loss of the amount originally invested. All investors should seek professional advice prior to any investment decision, in order to determine the risks associated with the investment and its suitability. It is the responsibility of investors to read the legal documents in force in particular the current prospectus of the Fund. Subscriptions in the Fund will only be accepted on the basis of their latest prospectus available in English or in the local language of EU registration, and/or the Key Investor Information Document (“KIID” available in local language in EU countries of registration) which together with the latest annual and semi-annual reports may be obtained, free of charge, at the registered office of the management company of the Fund, or at www.amundi.lu. A summary of information about investors’ rights and collective redress mechanisms can be found in English on the regulatory page at https://about.amundi.com/Metanav-Footer/Footer/Quick-Links/Legal-documentation
Information on sustainability-related aspects can be found at https://about.amundi.com/Metanav-Footer/Footer/Quick-Links/Legal-documentation.
Please note that the management company may de-notify arrangements made for marketing as regards units or shares of the Fund in a Member State of the EU in respect of which it has made a notification.
The information in this document is as at February 2022 except where otherwise stated. This material is based on sources that Amundi considers to be reliable at the time of publication. Data, opinions and analysis may be changed without notice. Amundi accepts no liability whatsoever, whether direct or indirect, that may arise from the use of information contained in this material. Amundi can in no way be held responsible for any decision or investment made on the basis of information contained in this material.
The information contained shall not be copied, reproduced, modified, translated or distributed without the prior written approval of Amundi.
Date of publication: February 2022
Amundi Asset Management
A French simplified joint stock company (société par actions simplifiée), a portfolio management company approved by the “Autorité des marchés financiers” or “AMF” under the number GP 04000036 whose registered office is located 90 boulevard Pasteur, 75015 Paris – France –, under the Paris trade register number 437 574 452 RCS. In compliance with Regulation (EU) 2016/679 on the protection of natural persons with regard to the processing of personal data and on free movement of such data (“GDPR”) and as applicable, investors can exercise the right to access, rectify or ask for deletion of the personal data Amundi Asset Management holds on them. To enforce this right, please contact Amundi Asset Management BSC/SEC/PCA - 90, bd Pasteur - CS 21564-75730 Paris - France at: dpo@amundi.com.
AMUNDI, SU SOCIO TEMÁTICO
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“Envejecimiento de la población, crianza de los Millennials, aumento de la clase media en los países emergentes, fuerte digitalización de nuestras vidas... Las necesidades están cambiando para los consumidores finales y buscamos invertir en las empresas que sigan esta dinámica y se adapten a estos cambios”
Anne Le Borgne,
Gestor de carteras de renta variable temática, CPR AM
CPR INVEST
Buscando captar las tendencias de consumo a largo plazo
de los activos gestionados
en renta variable temática
<€20
en nuestra gama de fondos, que abarcan la dimensión tecnológica, las cuestiones sociales y demográficas y las soluciones medioambientales
Fondos temáticos
GLOBAL LIFESTYLES
Un poderoso tema impulsado por las principales evoluciones sociales y demográficas en los países desarrollados y en desarrollo
Un universo global que comprende todos los sectores y empresas que satisfacen las necesidades del consumidor final
Potencial de crecimiento a medida que evolucionan las necesidades de consumo con el envejecimiento de la población y la redefinición de nuestros estilos de vidalifestyles
The decision of the investor to invest in the fund should take into account all the characteristics or objectives of the fund
PRODUCE MORE, BETTER AND
SUSTAINABLY
<
2°C*
THE CHALLENGE OF FEEDING THE WORLD HAS NEVER BEEN AS URGENT.
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Excluimos las empresas que no se ajustan a nuestros criterios principales y sostenibles
UN UNIVERSO DE 4 DIMENSIONS
Comercio electrónico
Plataformas de entrega de alimentos
Pagos digitales
Ocio en el interior*
Hogar y decoración
Ocio al aire libre
Restaurantes
Viajes
Deportes
Nutrición
Cosméticos
Salud
Segmento de
mascotas
Buscamos identificar los subtemas de tendencia para estructurar el fondo a través de las 4 dimensiones
Analizamos las acciones desde un punto de vista cualitativo y cuantitativo
Clasificamos los valores según nuestras convicciones y controlamos el riesgo
~ 60 a 80
acciones
~ 550
acciones
Sólo con fines ilustrativos
impulsado por CPR Asset Management
ENVEJECIMIENTO
DISRUPCIÓN
MÉDICO
TECNOLOGÍAS
BIENESTAR Y ESTILOS DE VIDA
EDUCACIÓN
DESAFÍO ALIMENTARIO MUNDIAL
MEGATRENDS
100% renta variable
REDUCCIÓN DE LAS DESIGUALDADES
HYDROGEN
URBANIZACIÓN SOSTENIBLE
ACCIÓN CLIMÁTICA
100% renta variable
100% renta fija
clases de activos múltiples
EXPERIENCIA TEMÁTICA
Comunicación de marketing
Miles de millones
<10
Temas
100%
8 9
Artículos
o
Fuente: CPR AM a 31/01/2022
100% equities
100% fixed income
multi-asset classes
Click on the icons in the chart to discover the themes
CONSUMO
DIGITAL
OCIO Y ENTRETENIMIENTO
SALUD Y BIENESTAR
LET'S TAKE IT UP TOGETHER.
Productos de lujo
Moda
Automóviles
Gestión del patrimonio
CONSUMO PREMIUM
Fuente: CPR AM a febrero de 2022
*Servicios de suscripción, videojuegos...
HIDRÓGENO