You can map the performance of the Amundi Index funds at the trade display. Here is how.

You can map the performance of the Amundi Index funds at the trade display. Here is how.

4 minutes, 14 seconds Read

Today I have something for the investors of Amundi’s cheap unit trusts.

For readers who are less aware, Amundi has a set of 6 index-tracking unit trust with which you can make a holistic portfolio:

  1. Amundi Index Global Aggregate Fund (both USD and SGD), which collect funds that follows the Bloomberg Global Aggregate Bond Index.
  2. Amundi Index MSCI World Fund (both USD and SGD), which collect funds that follow the MSCI World Index.
  3. Amundi Index MSCI Emerging Markets (both USD and SGD), which collect funds that follows the MSCI Emerging Markets Index.

They are all very low costs and you can now access them via poems without a wrap allowance and not a platform Fess. They are available via SRS and CPF.

These are also the funds, apart from the dimensional, which form the portfolios of providing that were recommended to customers.

Now … Amundi mentions this unit trust in the Luxembourg Exchange as ETF. This means for each of these 8 fundsins, there are 8 ETFs accordingly.

What is useful at the ETF is that they have the same performance profile as the unit trust. You can check whether their NAV from the ETF is comparable to the trust of the unit you can find Donation Or poems.

This means that if you use the ISIN of the 8 funds, you can find the ETFs that are mentioned on Luxembourg on trade display:

In this example I line the Amundi MSCI World Index Fund in SGD (light blue) against the USD (green).

The USD works better because of the weaker USD.

Before I continue Commercial reproduction is a part community part platform with a lot of data around the world. I have a paid subscription, but the free is already very, very great. This allows you to see the price data in graphs for securities in many, many fairs.

As you can see here, even Luxembourg have exchange data too!

This allows you to measure the returns:

Since all 8 funds collect funds, which factors in dividends, you can really compare the performance. In the above screenshot I measure approximately the 2024 returns of the SGD fund.

You can also compare them with other funds or effects:

Here is the name of the funds, followed by the ISIN code, the ticker that you use to find the fund in the trade display and the Trading View link.

Keep in mind that if you look at the graphs in candlesticks, it looks pretty well -flowered. You may have to change to view them in lines instead of candlesticks.

USD accumulation of funds:

  1. Index Global Aggregate Fund USD | LU2420245834 | Trade display graphics
  2. Index MSCI World fund USD | LU2420245321 | Trade display graphics
  3. Index MSCI Emerging Markets USD | LU2420245750 | Trade display graphics
  4. Index Global Aggregate Bond 1-5Y ESG USD | LU3022519758 | Trade display graphics

SGD accumulating funds:

  1. Index Global Aggregate Fund SGD | LU2420246212 | Trade display graphics
  2. Index MSCI World Fund SGD | LU2420245917 | Trade display graphics
  3. Index MSCI Emerging Markets SGD | LU2420246139 | Trade display graphics
  4. Index Global Aggregate Bond 1-5Y ESG SGD | LU3022519832 | Trade display graphics

I think this is useful for those who want to benchmark funds for these Amundi funds.

I formulate it that way because these funds are already indexes, so probably, you will compare other funds with these funds to see if they measure it.


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Kyith


#map #performance #Amundi #Index #funds #trade #display

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