BOSTON–(BUSINESS WIRE)–Amundi US was recognized by Barron’s magazine for its 2021 US fund performance.* Amundi US ranked 3rd overall of 51 fund families in the study, and ranked first in the Taxable Bond category, and first in the World Equity category. The rankings are based on an evaluation by Barron’s and Refinitiv Lipper of calendar year 2021 fund performance across five different categories of actively managed mutual funds and ETFs. The Barron’s analysis excludes traditional index funds.
Ken Taubes, Chief Investment Officer, US, of Amundi US, said, “Overall, the rankings show strong results across all asset classes. This is a particularly strong showing from our Taxable Fixed Income team and Global Equity team. Both of these are specific areas of strength for our US investment organization.”
To view a reprint of the Barron’s article, click here.
* Source: Barron’s, “Best Fund Families of 2021,” February 18, 2022.
How Barron’s Ranks the Fund Families
The 2021 Barron’s Best Fund Families List ranks the active management ability of qualifying companies. Rankings are based on the asset-weighted one-year returns as of 12/31/21, excluding 12b-1 fees and sales loads, of a company’s actively managed fund line up in five asset class categories: US Equity, World Equity, Mixed Asset, Taxable Bond, and Tax-Exempt Bond as determined by Barron’s. Overall ranking based on aggregate, weighted score across the five asset categories. To be included, firms must offer at least three actively managed mutual funds or active exchange-traded funds in Lipper’s general US stock category, plus one in world equity and one mixed-asset—such as balanced, or allocation fund. They also need to offer at least two taxable bond funds and one national tax-exempt bond fund. Performance data from Refinitiv Lipper. Past performance does not guarantee future results.
Please see full criteria and methodology in the Barron’s Best Funds Family 2021 Article.
About Amundi US
Amundi US is the US business of Amundi, Europe’s largest asset manager by assets under management and ranked among the ten largest globally. Boston is one of Amundi’s six main global investment hubs and offers a broad range of fixed-income, equity, and multi-asset investment solutions in close partnership with wealth management firms, distribution platforms, and institutional investors across the Americas, Europe, and Asia-Pacific.
With our financial and extra-financial research capabilities and long-standing commitment to responsible investment, Amundi is a key player in the asset management landscape. Amundi clients benefit from the expertise and advice of close to 5,300 employees in 36 countries. A subsidiary of the Crédit Agricole group and listed on the Paris stock exchange, Amundi currently manages approximately $2.33 trillion of assets.
Amundi, a Trusted Partner, working every day in the interest of our clients and society
1. Source: IPE “Top 500 Asset Managers” published in June 2021, based on assets under management as of 12/31/2020a
2. Boston, Dublin, London, Milan, Paris, and Tokyo
3. Consolidated internal Amundi and Lyxor workforce as at 01/01/2022
4. Amundi data as of 12/31/21
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