Allianz Dynamic Multi Asset Strategy SRI 30
LU2849614396
Mixed fund with cautious profile, VaR-based risk management
P12 (EUR)
Summary Risk Indicator
Key Facts
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Benchmark
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No Benchmark (EUR)
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Article 8
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Minimum proportion of Taxonomy-aligned investments
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Minimum proportion of sustainable investments
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Consideration of principal adverse impacts (PAIs)
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Yes
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Currency
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Shareclass Launch Date
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31/07/2024
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Company
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Allianz Global Investors GmbH/Luxembourg
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Custodian Bank
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State Street Bank International GmbH - Luxembourg Branch
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Financial Year
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30/09
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Asset Class
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Multi Asset
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Umbrella
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Allianz Global Investors Fund
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Fund Launch Date
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21/05/2024
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NAV Calculation Frequency
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Min. Investment
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1,000,000
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Fund manager
Marcus Stahlhacke
Since 21/05/2024
Fund objectives
The fund invests in a broad range of asset classes with a particular focus on global equities and bonds. The fund management pursues a sustainable and responsible investment strategy (“SRI strategy”), which takes environmental, social and governance criteria into account. The fund's objective is to attain a return over the medium term that is comparable to the return of a portfolio consisting of 30% global stocks and 70% bonds. An integrated risk and volatility management shall help to limit the volatility of the fund unit price to a pre-set range of 4 – 10% in the medium to long term.
Opportunities
- Above-average yield potential of stocks over the long term
- Focus on companies and institutions striving for sustainability
- Enhanced return potential through addition of emerging markets assets and high-yield bonds
- Comparably high stability of bonds with good credit quality
- Risk and stability management using volatility bandwidths and the value-at-risk method
- Currency gains against investor currency possible
Risks
- The volatility of fund unit prices may be increased
- Sustainability approach narrows the universe to eligible issuers
- Increased risk of price fluctuations and losses with stocks, emerging markets assets, and high-yield bonds
- Limited yield potential of bonds with good credit quality
- Risk and volatility management do not exclude potential losses
- Currency losses against investor currency possible