Our range of SGG/Amundi vehicles

Core range
Covers all risk profiles, from money market funds to equity funds and funds with graduated risk levels.

Specialized Vehicles
Designed for experienced investors looking to diversify their savings through funds focused on specific themes or geographical areas.

Capital protection vehicles
Combines performance with partial or total protection of the capital invested⁽¹⁾.

Funds incorporating a responsible approach
Amundi Label funds give every investor access to a variety of management profiles incorporating a responsible approach⁽²⁾.

Funds decicated to your company

Tailored solutions to meet the specific needs of businesses.

Cora range funds

Investment vehicles	Composition	Minimum recommended investment period
Arcancia Jour F - M1 - M2 - M3 - M4 - E	100% money market funds Univers Euro	1 day
SG ERS Amundi Trésorerie 6 mois F - M1 - M2 - M3 - M4 - E	Money market funds up to 70% and bonds up to 40% Univers Euro	6 months
Arcancia Prudence F - M1 - M2 - M3 - M4 - E	100% rate Univers Euro	2 years
SG ERS Amundi Obligations Entreprises Euro ISR F - M1 - M2 - M4 - E	100% Euro bonds	3 years
Arcancia Harmonie F - M1 - M2 - M3 - M4 - E	Shares : 0 to 30 % Bonds and money market : 0 to 110 % Univers Monde	3 years
Amundi Horizon Long Terme ESR E - F	Shares : 0 to 30 % Bonds and money market : 0 to 120 % Property : 0 to 30% Univers Monde	8 years
Arcancia Patrimoine F - M1 - M2 - M3 - M4 - E	Shares : 25% to 65% Interest rate and money market products : 0toà 100% Univers Monde	5 years
SG ERS CPR Actions Transition Climat ISR F - M1 - M2 - M4 - E	100% shares Univers Monde	5 years
Arcancia Dynamique F - M1 - M2 - M4 - E	Shares : 0 to 120 % Bonds and money market : 0 to 100 % Univers Monde	5 years
Amundi Convictions ESR E - F En savoir +	Shares : 60 to 120 % Bonds and money market : 0 to 60 % Property / Capital investment : 0 to 30% Prime materials : 0 to 10% Univers Monde	8 years
SG ERS Amundi Actions Europe Solidaire F - M1 - M2 - M4 - E	90 to 95% shares Univers Euro	8 years
SG ERS Amundi Actions Europe Environnement ISR F - M1 - M2 - M4 - E	100% shares Univers Euro	5 years
SG ERS Amundi Actions France ISR F - M1 - M2 - M4 - E	100% shares Univers France	5 years

Specialised funds

Investment vehicles	Composition	Minimum recommended investment period
Amundi Label Monétaire ESR - F	Money market funds	12 months
Amundi Label Moderato ESR	Up to 100% rate Up to 10 % shares Univers Zone euro	12 months
Amundi Obligaterme 2028 ESR	100 % Euro bonds	Maturity of each 5 year investment period
Amundi Actions Immobilier Monde ESR	80% Monde shares 10% Euro bonds 10% Euro money market	5 years
Amundi Actions Internationales ESR	100 % shares Monde	5 years
Amundi Actions Euro Mid-cap ESR 703 - 723 - 753	100% shares Euro	8 years
Amundi Opportunités ESR E - F	Up to 100% rate Up to 100% shares Univers Monde	5 years
Amundi Actions Emergents ESR	100 % shares emerging economies	5 years
Amundi Actions Or ESR	100% shares Monde	5 years
Amundi actions PME ESR - F	100% shares Euro	5 years
Amundi Actions Silver Age ESR	100 % european shares	5 years

Funds with capital protection

Investment vehicles	Composition	Minimum recommended investment period	Risk level
Amundi Protect 90 ESR	Up to 100% rate Up to 100% shares Univers Monde	5 years

Funds with a responsible approach

Investment vehicles	Composition	Minimum recommended investment period
Amundi Label Obligataire ESR	100% Euro bonds	3 years
Amundi Label Harmonie Solidaire ESR E - F	30% Euro shares 0 to 100% euro bonds and money market instruments (including 5 to 10% socially responsible securities)	3 years
Amundi Transition Juste ESR F	100% bonds	3 years
Amundi Impact Oblig Vertes ESR	100% bonds	3 years
Amundi AFD Avenirs Durables ESR	Shares, bonds and money market fund	3 years
Amundi Label Prudence ESR E - F	75% Euro bonds 25% Euro shares	3 years
Amundi Label Equilibre ESR	50% Euro shares 50% Euro bonds	5 years
Amundi Label Equilibre Solidaire ESR E - F	50% Euro shares 50% Euro bonds (including 5 to 10% socially responsible securities)	5 years
Amundi Label Actions Solidaire ESR E - F	100% Euro shares (including 5 to 10% socially responsible securities)	5 years
Amundi Label Dynamique ESR	75% Euro shares 25% Euro bonds	5 years
Amundi Label Actions Euroland ESR	100% Euro shares	5 years
Amundi France Engagement ESR F	100% shares	5 years
Amundi Valeurs Durables ESR F	100% shares	5 years
BFT France Emploi ESR F	100% shares	5 years
BFT France Futur Climat ESR- F	100% shares	5 years
CPR ES Social Impact F	100% shares	> 5 years
CPR ES Food For Generation - F	100% shares	> 5 years
CPR ES Action Climat - F	100% shares	5 years
CPR ES Hydrogen -F	100% shares	5 years

Funds dedicated to your company

Dedicated employee share ownership funds. These are invested in listed or unlisted securities of the company and may be accompanied by preferential terms (subscription at a discount, etc.) and guarantee mechanisms (leverage effects, etc.).

Diversified dedicated funds in the name of the company.

Dedicated supervisory boards

These funds are supervised by dedicated Supervisory Boards, composed of representatives of the employee unit holders and the company. They meet at least once a year to review the annual report and management. Société Générale Gestion assists the company’s teams in setting up, organising and running these Supervisory Boards.

Comprehensive support for the company

Legal support
The legal team of Société Générale Gestion’s Employee Savings department provides the following services:

drafting regulations and Key Investor Information Documents (DICs, Documents d’Informations Clés) and defining the management approach, how the fund operates, its Supervisory Board, etc.,
managing relations with the French Financial Markets Authority (AMF, Autorité des Marchés Financiers) at all stages of the fund’s life

Support in choosing funds
Our experts help companies select and design the most suitable investments based on the scheme and the expectations of employees.

1 The guarantee covers the capital after deduction of entry, payment, arbitrage and contract management fees.
2 Find information on the SFDR on sustainability-related disclosures here: SFDR regulations on sustainability-related information disclosure - Société Générale Assurances (societegenerale.com)
3 The risk level corresponds to the SRI (synthetic risk and performance indicator). Its purpose is to enable investors to compare European funds that have a DIC according to four calculation methodologies defined by the regulations. The SRI is calculated based on volatility over a rolling five-year period. It is a whole number between 1, for the least risky funds, and 7 for the most volatile. This information, which may change over time (every four months at most), is taken from the DIC.