Allianz Global Sustainability - A - EUR

Ranked 177 out of 752 in - Global over 12 months
All calculations are in GBP unless stated

Managed by

Paul Schofield

Paul Schofield has been in the investment industry for over 12 years. He has spent 10 of those years at Allianz Global Investors where he is currently a global equities fund manager. Prior to joining Allianz he worked at Fleming Investment Management and Lombard Odier International Portfolio Management. He attended University of Portsmouth where he gained a degree in financial services.

Objective

We invest at least 75% of the fund's assets directly or using derivatives in equities and equivalent securities of companies with sustainable business practices and which are located in a developed market. Sustainable business practices are defined as environmentally friendly and social responsible companies which we believe are seeking long-term creation of value. We may also invest in other equities and equivalent securities.

Showing fund performance in United Kingdom View performance globally

Performance

Global over : 31/03/2018 - 31/03/2019
  • Rank 177/752 Total Return
  • Rank 484/752 Standard Deviation
  • Rank 401/752 Max Drawdown
Fund Name Currency Loss
399 Fidelity Funds - Inst Global Focus I-ACC-EUR GBP

-11.9%

399 Janus Henderson Glo Research A$acc GBP

-11.9%

401 Allianz Global Sustainability - A - EUR GBP

-11.9%

401 AB SICAV I-Low Volatility Equity Pf I GBP H

Currency exposure is hedged

Currency exposure is hedged

GBP

-11.9%

403 Credo Global Equity A Retail Acc GBP GBP

-11.9%

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 10.6%
2018 -4.7% -6.1% 7.2% 7.5% -11.9%
2017 14.1% 6.0% 2.0% 1.7% 3.7%
2016 22.1% 1.0% 6.5% 10.2% 3.0%
2015 7.1% 7.6% -5.8% -4.5% 10.7%
2014 6.1% 0.1% 2.8% 0.6% 2.5%
2013 24.3% 14.2% 0.8% 2.0% 5.8%
2012 10.1% 9.6% -6.1% 6.1% 0.9%
2011 -9.1% 0.9% -0.7% -15.2% 7.0%
2010 13.1% 8.6% -11.5% 7.6% 9.5%
2009 20.9% -9.4% 5.4% 21.3% 4.4%
2008 -24.6% -9.8% -2.1% -10.5% -4.6%
2007 15.4% 4.1% 4.6% 3.9% 2.0%
2006 5.1% 9.3% -7.5% 1.2% 2.7%
2005 25.4% 2.1% 5.2% 8.6% 7.6%
2004 0.6% -2.0% -0.5% -0.8% 3.9%
2003 9.9% 4.6% 11.3%

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. Iceland
  8. Ireland
  9. Luxembourg
  10. Macau
  11. Netherlands
  12. Singapore
  13. Spain
  14. Sweden
  15. Switzerland
  16. Taiwan
  17. United Kingdom

Fund Info

  • Launch date02/01/2003
  • Share Class size81Mn
  • Base currencyUnits
  • ISIN LU0158827195

Purchase Info

  • Min. initial investment1
  • 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).