Allianz Best Styles Global Equity SRI
LU2034156138
Fund for Global equities with a flexible style
WT (EUR)
Redemption Price
Redemption Price 2,000.6200 EURRedemption Price Change
Redemption Price Change 0.25%Summary Risk Indicator
Morningstar™ Rating
Key Facts
as of 20/11/2024
Fund manager
Patrick Vosskamp
Since 10/01/2021
Jennifer Nerlich
Since 12/01/2023
Fund objectives
The fund concentrates on the Global equity markets in accordance with the Sustainable and Responsible Investment Strategy (SRI Strategy). Depending on management's assessment of the market situation, it may utilise differing investment styles or combinations thereof. Up to 30% of the assets may be invested in Emerging Markets. Its investment objective is to attain capital growth over the long term.
Opportunities
- High return potential of stocks in the long run
- Investments specifically in the global equity markets and issuers with sustainable practices (SRI)
- Particular opportunities through "Best Styles-approach
- Broad diversification across numerous securities
- Possible extra returns through single security analysis and active management
- Currency gains possible in unit classes not hedged against investor currency
Risks
- High volatility of stocks, losses possible. The volatility of fund unit prices may be strongly increased.
- Underperformance of the global equity markets and from issuers with sustainable practices (SRI) possible
- Underperformance of "Best Styles-approach possible at times
- Limited participation in the yield potential of single securities
- Success of single security analysis and active management not guaranteed
- Currency losses possible in unit classes not hedged against investor currency
Investing involves risk. The value of an investment and the income from it may fall as well as rise and investors might not get back the full amount invested. Allianz Best Styles Global Equity SRI is a sub-fund of Allianz Global Investors Fund SICAV, an open-ended investment company with variable share capital organised under the laws of Luxembourg. The value of the units/shares which belong to the Unit/Share Classes of the Sub-Fund that are not denominated in the base currency may be subject to a strongly increased volatility. The volatility of other Unit/Share Classes may be different. Past performance does not predict future returns. If the currency in which the past performance is displayed differs from the currency of the country in which the investor resides, then the investor should be aware that due to the exchange rate fluctuations the performance shown may be higher or lower if converted into the investor’s local currency. This is for information only and not to be construed as a solicitation or an invitation to make an offer, to conclude a contract, or to buy or sell any securities. The products or securities described herein may not be available for sale in all jurisdictions or to certain categories of investors. This is for distribution only as permitted by applicable law and in particular not available to residents and/or nationals of the USA. The investment opportunities described herein do not take into account the specific investment objectives, financial situation, knowledge, experience or specific needs of any particular person and are not guaranteed. The Management Company may decide to terminate the arrangements made for the marketing of its collective investment undertakings in accordance with applicable de-notification regulation. The views and opinions expressed herein, which are subject to change without notice, are those of the issuer companies at the time of publication. The data used is derived from various sources, and assumed to be correct and reliable at the time of publication. The conditions of any underlying offer or contract that may have been, or will be, made or concluded, shall prevail. For a free copy of the sales prospectus, incorporation documents, daily fund prices, Key Information Document, latest annual and semi-annual financial reports, contact the management company Allianz Global Investors GmbH in the fund’s country of domicile, Luxembourg, or the issuer at the address indicated below or regulatory.allianzgi.com. Please read these documents, which are solely binding, carefully before investing. This is a marketing communication issued by Allianz Global Investors GmbH, www.allianzgi.com, an investment company with limited liability, incorporated in Germany, with its registered office at Bockenheimer Landstrasse 42-44, 60323 Frankfurt/M, registered with the local court Frankfurt/M under HRB 9340, authorised by Bundesanstalt für Finanzdienstleistungsaufsicht (www.bafin.de). The Summary of Investor Rights is available in English, French, German, Italian and Spanish at https://regulatory.allianzgi.com/en/investors-rights Allianz Global Investors GmbH has established a branch in Luxembourg, Allianz Global Investors GmbH Luxembourg Branch, which is subject to limited regulation by Commission de Surveillance du Secteur Financier (www.cssf.lu). The duplication, publication, or transmission of the contents, irrespective of the form, is not permitted; except for the case of explicit permission by Allianz Global Investors GmbH.