Allianz Global Equity - AT - USD

Ranked 257 out of 752 in - Global over 12 months
All calculations are in GBP unless stated

Managed by

Lucy MacDonald

Lucy MacDonald graduated from Bristol University and began her career at Baring Asset Management in 1985 where she was director and senior portfolio manager. In 2001, she joined RCM – Allianz Global Investors where she is currently chief investment officer of the Global Equities Team and portfolio manager of the Allianz RCM Global Equity fund, Allainz-dit-Interglobal fund and Allianz RCM Global Equity fund. Lucy has twenty-one years of experience in the securities business and portfolio management and is an Associate of the Society of Investment Professionals (ASIP).

Objective

Long-term capital growth by investing in developed global equity markets, with a focus on acquiring Equities that have above-average potential for profit growth and/or attractive valuations. The Investment Manager may engage in foreign currency overlay and thus assume separate foreign currency risks with regard to currencies of OECD member states, even if the Sub-Fund does not include any assets denominated in these respective currencies. Min. 70% of Sub-Fund assets are invested by us in Equities as described in the investment objective. Max. 30% of Sub-Fund assets may be invested by us in Equities other than described in the investment objective. Max. 30% of Sub-Fund assets may be invested by us in Emerging Markets.

Showing fund performance in United Kingdom View performance globally

Performance

Global over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 10.8%
2018 -5.3% -4.7% 8.1% 5.5% -12.9%
2017 16.3% 6.3% 3.0% 2.1% 4.0%
2016 20.9% -0.5% 6.9% 10.0% 3.3%
2015 4.6% 6.9% -6.2% -5.2% 10.0%
2014 9.0% -1.0% 2.9% 1.2% 5.7%
2013 25.3% 15.7% 1.5% 1.1% 5.5%
2012 11.4% 10.9% -3.9% 5.2% -0.7%
2011 -7.3% 0.7% -0.8% -13.5% 7.3%
2010 11.4% 9.4% -12.0% 5.2% 10.0%
2009 10.8% -10.2% 2.3% 15.5% 4.4%
2008 -24.0% -12.3% 0.7% -8.6% -5.8%
2007 18.0% 1.6% 5.9% 5.5% 3.9%
2006 4.8% 6.3% -8.2% 3.1% 4.2%
2005 26.6% -0.5% 6.3% 10.2% 8.7%
2004 4.7% 1.2% -0.8% -1.6% 6.0%
2003 14.4% -1.8% 8.2% 4.0% 3.5%
2002 -31.1% -0.6% -13.7% -16.9% -3.3%
2001 -25.9% -14.1% 3.5% -23.4% 8.9%
2000 3.6% -10.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. France
  4. Germany
  5. Greece
  6. Hong Kong
  7. Hungary
  8. Iceland
  9. Ireland
  10. Luxembourg
  11. Macau
  12. Netherlands
  13. Poland
  14. Portugal
  15. Singapore
  16. Slovakia
  17. Spain
  18. Sweden
  19. Switzerland
  20. United Kingdom

Fund Info

  • Launch date13/06/2000
  • Share Class size11Mn
  • Base currencyUSD
  • ISIN LU0101244092

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • Initial investment5.00%

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