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Allianz Global Sustainability

 
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Allianz Global Sustainability

Fund overview

The Allianz Global Sustainability Fund is an actively managed, high conviction portfolio which uses ESG criteria to generate long-term returns and positive societal impact.

3 Reasons to invest

  1. Long-term performance while providing societal benefit.
  2. Dedicated Global ESG team fully integrated into investment platform: A dedicated team of ESG experts and a fundamental research platform of over 70 sector-based analysts.
  3. Robust investment process: By combining Best in Class ESG methodology with independent, sector-based fundamental analysis, the Global Sustainability portfolio identifies both the risks and opportunities capable of generating meaningful client alpha.

Opportunities

  • High return potential of stocks in the long run
  • Investments specifically in companies with sustainable business practices
  • Currency gains possible
  • Broad diversification across numerous securities
  • Possible extra returns through single security analysis and active management

Risks

  • High volatility of stocks, losses possible. The volatility of fund unit prices may be strongly increased.
  • Underperformance of the investment theme possible
  • Currency losses possible
  • Limited participation in the yield potential of single securities
  • Success of single security analysis and active management not guaranteed
Image Morningstar

Investment approach

The Fund invests in global equities, considering both fundamental analysis and ESG criteria within its investment process. To begin with, in-house sector analysts conduct financial analysis on a global universe of companies. This is complemented by rigorous research from our dedicated ESG analysts. By combining the two, the portfolio managers construct a portfolio of companies that are either “Best in Class” from an ESG perspective, or that have demonstrated a clear commitment to improving their ESG performance.

Companies that score poorly against our ESG criteria are not included in the portfolio.

The Global Sustainability team has a preference for companies which exhibit high quality and growth characteristics, at an attractive valuation. The result is a diversified portfolio of high-performing, global companiest hat manage ESG risk on a best in class basis.

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Further information

Responsible Investing Report

Recente research

Geen research gevonden

1) The Morningstar Sustainability RatingTM is a measure of how well the holdings in a portfolio are managing their environmental, social, and governance, or ESG, risks and opportunities relative to their Morningstar Category peers. As of 30 June 2018 the strategies were rated 5 globes meaning that the funds stand within the top 10% within its Morningstar category in terms of Sustainability. Its Sustainability score even placed it within the top 5% of its Morningstar category.

Investing involves risk. The value of an investment and the income from it may fall as well as rise and investors might not get back the full amount invested. Allianz Climate Transition is a sub-fund of Allianz Global Investors Fund SICAV, an open-ended investment company with variable share capital organised under the laws of Luxembourg. The value of the units/shares which belong to the Unit/Share Classes of the Sub-Fund that are denominated in the base currency may be subject to a strongly increased volatility. The volatility of other Unit/Share Classes may be different. Past performance is not a reliable indicator of future results. Investment funds may not be available for sale in all jurisdictions or to certain categories of investors. This communication has not been prepared in accordance with legal requirements designed to ensure the impartiality of investment (strategy) recommendations and is not subject to any prohibition on dealing before publication of such recommendations.

For a free copy of the sales prospectus, incorporation documents, daily fund prices, key investor information, latest annual and semi-annual financial reports, contact the issuer at the address indicated below or www.allianzgi-regulatory.eu. Austrian investors may also contact the Austrian information agent Allianz Investmentbank AG, Hietzinger Kai 101-105, A-1130 Vienna. Please read these documents, which are solely binding, carefully before investing. This is a marketing communication issued by Allianz Global Investors GmbH, www.allianzgi.com, an investment company with limited liability, incorporated in Germany, with its registered office at Bockenheimer Landstrasse 42-44, 60323 Frankfurt/M, registered with the local court Frankfurt/M under HRB 9340, authorised by Bundesanstalt für Finanzdienstleistungsaufsicht (www.bafin.de). Allianz Global Investors GmbH has established branches in the United Kingdom, France, Italy, Spain, Luxembourg and the Netherlands. Contact details and information on the local regulation are available here (www.allianzgi.com/Info).

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