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Allianz Global EcoTrends A Acc

Ranked 27 out of 30 in - Global Themes over 12 months
All calculations are in GBP

Managed by

Vipin Ahuja

Vipin Ahuja is lead portfolio manager of the Allianz Global EcoTrends strategy at RCM. Having joined the company in 2009, London-based Ahuja is in charge of stock picking and portfolio construction of the EcoTrends portfolios. Ahuja has worked as an energy analyst at various companies such as DSP Merrill Lynch Ltd, Deutsche Morgan Grenfell, Dresdner Kleinwort, and HSBC. Most recently prior to joining RCM he served as an energy fund manager at Credit Suisse. Ahuja holds an MBA from the Indian Institute of Management and a Bachelor of Technology in Chemical Engineering from the Indian Institute of Technology. He also holds the CFA designation. During his leisure time, Ahuja enjoys tennis.

Objective

The Fund aims to achieve long-term capital growth by investing in companies across the globe that are directly or indirectly active in the following sectors: "eco-energy" (alternative energy sources and energy efficiency), "pollution control" (environmental quality, waste management and recycling) and "clean water" (water treatment and supply). It is the general intention of the ACD to invest predominantly in securities which constitute the FTSE ET50 Index.

Performance

Global Themes over : 30/11/2013 - 30/11/2014

Total Return

Quarterly Performance

to 30/09/2014 Annual Q1 Q2 Q3 Q4
2014 1.0% -1.0% -5.0%
2013 30.2% 18.6% -0.2% 4.6% 5.1%
2012 2.4% 6.2% -9.3% 2.4% 3.8%
2011 -18.5% 2.9% -7.1% -17.7% 3.6%
2010 0.4% 2.1% -15.2% 3.3% 12.2%
2009 10.0% -10.6% 11.6% 10.9% -0.6%
2008 4.0% -16.6% -13.7%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/10/2014

Top 10 Holdings

Stock Size
Stericycle Inc ORD 4.56
Pall Corp ORD 4.52
Xylem Inc ORD 3.49
Bureau Veritas Registre International de Classification de Navires et d'Aeronefs ORD 2.87
Donaldson Company Inc ORD 2.66
Spirax-Sarco Engineering PLC ORD 2.64
Danaher Corp ORD 2.46
Pentair plc ORD 2.39
China Longyuan Power Group Corp Ltd ORD 2.29
Melrose Industries PLC ORD 2.28
31/10/2014

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date14/02/2008
  • Share Class size05Mn
  • Base currencyGBP
  • ISIN GB00B29Y0P17

Purchase Info

  • Min. initial investment50,000
  • Min. additional investment5,000

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).