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Allianz Europe Equity SRI - A - EUR

Ranked 21 out of 59 in - Eurozone over 12 months
All calculations are in GBP unless stated

Managed by

Christine Clet-Messadi

Christine Clet-Messadi hails from the town of Besançon in France. Born in the late sixties she studied at the University of Paris-Dauphine and graduated with a Masters in corporate finance. Christine joined Allianz Global Investors France in 1994 as a financial analyst in charge of the pharmaceuticals industry. Since 2002, she has been a European equity fund manager. Outside of fund management Christine likes to unwind by listening to music.

Objective

The fund primarily invests in stocks of companies domiciled in the Eurozone that in the opinion of fund management comply with a sustainable and responsible investment (SRI) approach. In this context, a 'best in class' selection process is applied taking into consideration sustainability criteria like: social policy, respect for human rights, corporate governance, environmental policy and ethics. These SRI criteria are taken into account in addition to traditional financial criteria. The fund?s investment objective is to attain capital growth over the long term. The fund management company charges All-In-Fee displayed as management fee.

Showing fund performance in United Kingdom View performance globally

Performance

Eurozone over : 30/04/2018 - 30/04/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 5.7%
2018 -11.6% -5.4% 3.0% 1.3% -10.3%
2017 16.1% 6.5% 6.7% 2.3% -0.1%
2016 19.7% -0.6% 1.2% 11.4% 6.8%
2015 8.0% 11.6% -5.7% -5.1% 8.0%
2014 -5.4% 1.0% -1.6% -4.3% -0.5%
2013 21.9% 5.6% 2.5% 7.4% 4.9%
2012 15.6% 10.7% -12.0% 11.5% 6.5%
2011 -21.2% 7.3% 0.4% -26.1% -1.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Denmark
  3. Finland
  4. France
  5. Germany
  6. Italy
  7. Luxembourg
  8. Norway
  9. Portugal
  10. Sweden
  11. Switzerland
  12. United Kingdom

Fund Info

  • Launch date26/10/2010
  • Share Class size06Mn
  • Base currencyEUR
  • ISIN LU0542502157

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment25

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).