Private Equity

 

Despite the disruptions caused by Covid-19, our private equity funds performed well in 2020.

Demand for capital from unlisted companies should increase as we come out of the crisis to finance the recovery and sectoral consolidation. This should further benefit our private equity funds.

Historically, the end of a crisis has always been a good time to invest in private equity funds – as our performance in previous years has shown.

A leading investor for growing SMEs and ETIs    

€1.3bn

in assets under management 1

12

dedicated Investors

€10M to €50M

in investment amounts

 

 

An active minority investment strategy (up to 49% of the company's capital and a seat on the Board of Directors) or a majority one as part of the consortium, providing access to France's and Europe’s best unlisted companies – often entrepreneurial and family-owned companies whose owners want to maintain control over them. 

A segment of companies whose development we support (internal and external growth, LBO), by providing them with help as they become more internationalised, thanks to Amundi’s presence in 36 countries throughout Europe, Asia, the Middle East and America, and by making all the financial power of Europe's leading asset manager available to them, together with the business network.

Origination capacity that is unique on the medium-sized company market in France thanks to Crédit Agricole’s and LCL’s regional bank partner networks, together with numerous partnerships with other European banks.

 

  

The SMEs and ETIs that we support are enjoying rapid growth and are benefiting from one of the five following long-term megatrends: technology, demographics, globalisation, environment and societal changes. These function as long-term transformative powers and major growth levers for companies, creating sound investment opportunities.

A leading player in private equities and LBOs, Amundi is also active on the venture capital market. Amundi and the CEA (the French Alternative Energies and Atomic Energy Commission), a European leader in innovation, have entered into a strategic partnership. Together, they have created Supernova Invest, an independent management company aiming to become the leading European tech investment company.

To find out more about Supernova Invest, visit our dedicated website

As of 1 January 2021, Amundi has also been involved in Impact Investing.

Impact Investing seeks to reconcile financial performance and measurable social and/or environmental performance. Responsible Investing looks at non-financial criteria, in addition to traditional financial ones. Investors look at the company's internal behaviour, assessing it against environmental, social and corporate governance criteria. The impact generated by a company results from its desire to provide a positive solution to a major social or environmental challenge. There is also a third consideration: social and/or environmental performance.

With €340M* of assets under management, Amundi’s Finance et Solidarité fund is the leading investment fund in France’s social and solidarity economy.

This expertise's supplements Amundi's impact investment offering, supporting investors in deciding what to invest in, based on how they wish to make a positive impact.

To find out more about Amundi Impact Investing, visit our dedicated website

 

Discover our assets

Responsible Investment Charter - Private Equity Funds

(1). Of which €961M for Amundi Private Equity Funds (assets under management specific to direct private equity) and  €381M for Amundi Impact Investing as at 30 June 2021.

*Source: Amundi as at 30 June 2021.

This information is exclusively intended for “Professional” investors within the meaning of the MiFID Directive 2004/39/EC of 21 April 2004, and articles 314-4 and following of the General Regulations of the AMF. It is not intended for the general public or for non-professional individual investors within the meaning of all local regulations, or for “US Persons”, as defined in the Securities and Exchange Commission’s “Regulation S” under the 1933 U.S. Securities Act.

This non-contractual information does not under any circumstances constitute an offer to buy, a solicitation to sell, or advice to invest in financial instruments of Amundi or one of its affiliates (“Amundi”).

Investing involves risks. The performance of the strategies is not guaranteed. In addition, past performance is not in any way a guarantee or a reliable indicator of current or future performance. Investors may lose all or part of the capital originally invested.

Potential investors are encouraged to consult a professional adviser in order to determine whether such an investment is suitable for their profile and must not base their investment decisions solely on the information contained in this document. 

Amundi assumes no liability, either direct or indirect, resulting from the use of any of the information contained in this document, and shall not under any circumstances be held liable for any decisions taken on the basis of this information. This information may not be copied, reproduced, modified, translated or distributed, without the prior written approval of Amundi, for any third person or entity in any country or jurisdiction which would subject Amundi or any of its products to any registration requirements within these jurisdictions or where this might be considered unlawful. 

This information is provided to you based on sources that Amundi considers to be reliable, and it may be modified without prior warning.