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Allianz Global Equity Insights - P - GBP

Ranked 62 out of 700 in - Global over 12 months
All calculations are in GBP unless stated

Managed by

Steve J. Berexa

Pittsburgh-born Steve Berexa is a CFA charterholder and graduated with an MBA from Duke University where he studied Electrical Engineering. Since 1997, he has worked at Allianz Global Investors in San Francisco and is currently senior portfolio manager and global head of research, managing the Allianz Global Intellectual Capital Fund and the Allianz Disciplined Equity Fund, using a core growth investment style.

Objective

The investment policy is geared towards generating long-term capital growth by investing in global equity markets to achieve a concentrated equity portfolio with a focus on stock selection. We invest directly or using derivatives at least 70% of Sub-Fund assets in global Equities and participation certificates. Up to 49% of Sub-Funds assets may be invested in Equities and participation certificates of whose issuers have their registered offices in Emerging Markets. Up to 30% of Sub-Fund assets may be held in deposits and may be acquired in money-market instruments.

Showing fund performance in United Kingdom View performance globally

Performance

Global over : 31/05/2017 - 31/05/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -5.9%
2017 2.0% 7.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Finland
  3. France
  4. Germany
  5. Luxembourg
  6. Norway
  7. Sweden
  8. Switzerland
  9. United Kingdom

Fund Info

  • Launch date19/05/2017
  • Share Class size00Mn
  • Base currencyGBP
  • ISIN LU1608067028

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment0

Charges

  • Annual management1.08%
  • Initial investment1.08

Related News

Allianz GI unveils 'outperformance' fee on fund range

Allianz Global Investors has introduced a new fee model on five of its funds, which is to be called the 'outperformance fee' share class.

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