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Allianz Europe Small Cap Equity - AT - EUR

Ranked 37 out of 86 in - European Small & Medium Companies over 12 months
All calculations are in GBP unless stated

Managed by

Heinrich Ey

Frankfurt-based Heinrich Ey is currently an equity portfolio manager at Allianz Global Investors. Heinrich joined Allianz in 1995 and has served in a series of roles including buy-side trader for equities & bonds, European portfolio manager and head of global research of telecoms & media. Heinrich studied banking & finance at Baden-Wüttemberg Cooperative State University Karlsruhe. He is a CFA charterholder, CEFA and a qualified trader on the German stock exchange (FWB). Away from the office, Heinrich enjoys football and skiing.

Objective

The fund concentrates on small capitalized companies registered in Europe (ex Turkey and Russia). Its investment objective is to attain capital growth over the long term. The fund management company charges a All-In-Fee which will be displayed as management fee.

Showing fund performance in United Kingdom View performance globally

Performance

European Small & Medium Companies over : 31/01/2018 - 31/01/2019

Total Return

Quarterly Performance

to 01/01/2019 Annual Q1 Q2 Q3 Q4
2018 -15.1% -1.1% 7.3% 2.2% -21.7%
2017 20.1% 5.5% 5.4% 5.2% 2.7%
2016 7.7% -2.9% 0.9% 11.3% -1.2%
2015 25.6% 12.0% -1.6% 0.9% 12.9%
2014 -5.8% 2.6% -5.1% -6.7% 3.6%
2013 31.1% 12.7% -0.2% 7.6% 8.2%
2012 18.3% 14.3% -7.7% 7.9% 4.0%
2011 -16.2% 3.3% 2.2% -21.1% 0.6%
2010 28.4% 9.5% -12.0% 16.4% 14.4%
2009 -0.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Chile
  4. Denmark
  5. Finland
  6. France
  7. Germany
  8. Greece
  9. Hungary
  10. Ireland
  11. Italy
  12. Luxembourg
  13. Netherlands
  14. Norway
  15. Poland
  16. Portugal
  17. Spain
  18. Sweden
  19. Switzerland
  20. Taiwan
  21. United Kingdom

Fund Info

  • Launch date15/09/2009
  • Share Class size170Mn
  • Base currencyEUR
  • ISIN LU0293315296

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management1.75%
  • 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).