Markets are constantly changing: Could what was successful before no longer be effective anymore?
Why Amundi Funds Income Opportunities?
A True Diversifier – Non-Benchmark Constrained
A Quality-Focused and Dynamic Strategy
An Income-Oriented Approach
Precision + Flexibility: the formula to securing yields over time
Why invest? 3 Competitive Advantages of the Fund
A True Diversifier – Non-Benchmark Constrained
Pursue income opportunities across a wide range of asset classes and markets
An unconstrained strategy allows fund managers the flexibility to respond swiftly to changing market conditions1
Reduction in Corporate High Yield allocation from 25% (2020) to 1% (2025), driven by tightening corporate bonds spreads reaching 20Y lows in 2025.
Introduction of US Treasuries into the portfolio in 2022 for the first time since inception. After yielding close to 0% throughout Covid, US Treasury yields started to provide value as the Fed initiated interest rate hikes.
Full transition from US Treasuries to Agency MBS in 2023. During Q1 2023, US banking stress driven by higher interest rates led to a weakness in demand for Agency MBS.
A Quality-Focused and Dynamic Strategy
Source: Amundi, Modified Duration as of 30 June 2026.
Disclaimer: Credit Rating data and Average Credit Quality calculations use an average of available ratings across S&P, Moodys and Fitch. In the case of sovereign bonds that are not rated by any of the three referenced rating agencies, an average of the issuer rating is used. Nonsovereign bonds that are not rated by any of the three referenced rating agencies are excluded from the Average Credit Quality calculation. Credit Rating data reflects the exposure of credit derivatives
An Income-Oriented Approach
An Award-Winning Multi-Asset Strategy in Consecutive Years
Monthly Dividend Distribution
Aims to provide a monthly dividend of 6.10%3 (A2 SGD HGD MGI, as of June 2026. Dividend payment is not guaranteed)Important information 1
Important information 1: For distribution class, the fund may at its discretion determine to pay dividends out of income or capital or effectively out of capital of the fund. Payment of dividends out of capital and/or effectively out of capital amounts to a return or withdrawal of part of an investor’s original investment or from any capital gains attributable to that original investment. Any distributions involving payment of dividends out of the fund’s capital or payment of dividends effectively out of the fund’s capital (as the case may be) may result in an immediate reduction of the net asset value per share of the fund.
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Responsible Investing
Income Investing
This document contains information about Amundi Funds Income Opportunities (the “Fund”), a sub-fund of Amundi Funds, an undertaking for collective investment in transferable securities existing under Part I of the Luxembourg law of 17 December 2010, organised as a société anonyme and qualifying as a société d’investissement à capital variable and registered with the Luxembourg Trade and Companies Register under number B 68.806 and having its registered office at 5, allée Scheffer, L-2520 Luxembourg. The management company of the Fund is Amundi Luxembourg S.A., 5, allée Scheffer, L-2520 Luxembourg and the Singapore Representative of the Fund is Amundi Singapore Limited (Registration No. 198900774E), 80 Raffles Place, UOB Plaza 1, #37-01A, Singapore 048624 (Amundi Luxembourg S.A. and/or its affiliated companies, including without limitation Amundi Singapore Limited, being hereinafter referred to individually or jointly as "Amundi”). Amundi Singapore Limited is regulated by the Monetary Authority of Singapore.
This is a marketing communication. Investors should read the Singapore Prospectus and the Product Highlights Sheet before deciding to invest in the Fund. The share classes / classes of the Fund available for offer to the retail public in Singapore are set out in the Singapore Prospectus and the Product Highlights Sheet, which together with the latest annual and semi-annual reports (if any) may be obtained, free of charge, at the registered office of the Singapore Representative of the Fund or at www.amundi.com.sg or the Fund’s authorised distributors.
This document 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 this term is defined in SEC Regulation S under the U.S. Securities Act of 1933 and in the Singapore Prospectus of the Fund). The Fund is not registered in the United States under the Investment Company Act of 1940 and shares / units of the Fund are not registered in the United States under the Securities Act of 1933. Accordingly, this document 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.
Past performance and any forecasts made are not indicative of future performance of the Fund. Please note that distribution/dividends (if applicable) are not guaranteed unless otherwise stated in the dividend policy for the relevant share class / class contained in the Singapore Prospectus. Investors should review the relevant dividends disclosure report (if applicable) found on www.amundi.com.sg. Any opinion or view presented is subject to change without notice. The information in this document is intended for general circulation without taking into account the specific investment objectives, financial situation or particular needs of any particular investor. An investor may wish to seek advice from a financial adviser regarding the suitability of the Fund, taking into account the specific investment objectives, financial situation or particular needs of any person in receipt of the recommendation, before making a commitment to purchase shares / units in the Fund.
The Fund may invest in Additional Tier 1 and/or Tier 2 capital instruments issued by banks and insurers incorporated in Singapore, which have loss absorption features and include terms which may result in such instruments being, inter alia, partly or wholly written off, written down and/or converted to ordinary shares of the issuer upon the occurrence of a pre-defined trigger event. Trigger events are complex and difficult to predict, may be outside of the issuer’s control (for example, due to regulatory action) and can result in a significant or total reduction in the value of such instruments, thereby giving rise to loss suffered by the Fund. Investors should not purchase the shares / units of the Fund if they do not understand the nature of an investment in Additional Tier 1 and/or Tier 2 capital instruments or are not comfortable with the accompanying risks. Retail investors who do not have the knowledge or experience of investing in such sophisticated products are encouraged to seek advice from a professional financial adviser. Investors should determine the suitability of an investment in the Fund in light of their own circumstances, and in particular the risk that their lack of relevant knowledge and expertise may cause them to lose all or a significant portion of the amount invested.
Where applicable and contemplated in the Singapore Prospectus, the Fund may invest in financial derivatives as part of its strategy, and a material portion of the returns may be generated from financial derivative strategies. In such scenarios, the Fund will be subject to risks associated with such investments as further detailed in the Singapore Prospectus. Additional risk factors are described in the Singapore Prospectus. Investments in the Fund are subject to investment risks, including the possible loss of the principal amount invested. Such activities may not be suitable for everyone. Value of the shares / units in the Fund and the income accruing to the shares / units, if any, may fall or rise. Any forecast, projection or target is indicative only and is not guaranteed in any way. Such information is solely indicative and may be subject to modification from time to time.
It is the responsibility of investors to read the legal documents in force in particular the current Singapore Prospectus of the Fund. Subscriptions in the Fund will only be accepted on the basis of their latest prospectus available in English and/or the Product Highlights Sheet. A summary of information about investors’ rights and collective redress mechanisms and sustainability-related aspects (if applicable) can be found in English on the regulatory page at https://about.amundi.com/Metanav-Footer/Footer/Quick-Links/Legal-docume….
The information contained in this document is as at 27 July 2026 except where otherwise stated. The information contained in this document has been obtained from sources believed to be reliable but has not been independently verified, although Amundi and its affiliated companies believe it to be fair and not misleading. Amundi does not accept any liability whatsoever whether direct or indirect that may arise from the use of information contained in this document. Amundi and its associates, directors, connected parties and/or employees may from time to time have interests and/or underwriting commitments in the investments mentioned in this document. Amundi does not guarantee that all risks associated with the transactions mentioned herein have been identified, nor does it provide advice as to whether you should enter into any such transaction. Amundi does not make any representation as to the merits, suitability, expected success, or profitability of any such transaction mentioned herein.
Pursuant to the new Guidelines on marketing communications under Regulation (EU) 2019/1156 of 20 June 2019 on cross-border distribution of funds issued by the European Securities and Markets Authority (ESMA), performance returns which are less than 12 months will not be reported for European domiciled funds.
This advertisement or publication has not been reviewed by the Monetary Authority of Singapore.
The information contained shall not be copied, reproduced, modified, translated or distributed without the prior written approval of Amundi.
Date of publication: 27 July 2026
1Source: Amundi, Data as of 31 March 2026. Due to rounding, figures may not total 100%. The portfolio is actively managed; sector allocations will vary over other periods and do not reflect a commitment to an investment policy or sector. For illustrative purposes only and not a recommendation to buy or sell asset classes.
2Data as of 30 June 2026. The Overall Morningstar Rating is a weighted average of the performance figures for its 3-, 5- and 10-yr (if applicable) Morningstar Rating Metrics
3Source: Amundi, as of 30 June 2026. Dividend is not guaranteed. The Fund may pay dividends out of its capital. Please refer to Important Information 1. *Annualised dividend yield = (1+monthly distribution per unit/ex-dividend NAV)^12-1. The annualised yield may be higher or lower than the actual annual yield. Positive distribution yield does not imply positive return.
Amundi Singapore Limited Company Registration No.: 198900774E This advertisement or publication has not been reviewed by the Monetary Authority of Singapore