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Allianz BRIC Stars A

Ranked 36 out of 144 in - Global Emerging Markets over 12 months
All calculations are in GBP

Managed by

Kunal Ghosh

Objective

The Fund aims to achieve capital growth in the long term by investing mainly in the equity markets of Brazil, Russia, India and China. Up to one third of the Fund's assets may be invested outside the BRIC countries including developed economies and/or other emerging markets.

Performance

Global Emerging Markets over : 31/07/2013 - 31/07/2014

Total Return

Quarterly Performance

to 31/07/2014 Annual Q1 Q2 Q3 Q4
2014 4.6% -2.4% 5.7% 1.3%
2013 -4.1% 3.4% -8.5% 0.0% 1.4%
2012 6.0% 9.0% -11.8% 8.2% 1.9%
2011 -27.6% 0.0% -5.2% -23.6% 0.0%
2010 13.1% 7.0% -8.9% 6.8% 8.6%
2009 84.7% 4.2% 28.5% 24.7% 10.7%
2008 -54.3% -17.2% 2.2% -33.3% -18.9%
2007 58.0% 3.2% 13.8% 19.3% 12.8%
2006 26.4% 4.9% -6.0% 5.7% 21.5%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/05/2014

Top 10 Holdings

Stock Size
NK Lukoil OAO DR 5.77
GMK Noril'skiy nikel' OAO DR 4.00
Itau Unibanco Holding SA DR 3.85
Tata Motors Ltd ORD 3.84
Cielo SA ORD 3.58
Bank of China Ltd ORD 3.58
Surgutneftegaz OAO PFD 3.36
Tata Consultancy Services Ltd ORD 2.98
Apollo Tyres Ltd ORD 2.95
Samsung Electronics Co Ltd ORD 2.73
31/05/2014

Registered For Sale In

  1. Germany
  2. United Kingdom

Fund Info

  • Launch date22/02/2006
  • Share Class size227Mn
  • Base currencyGBP
  • ISIN GB00B0WDH725

Purchase Info

  • Min. initial investment50,000
  • Min. additional investment50

Charges

  • Annual management1.8%
  • Initial investment4

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Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in GBP).