Allianz Global AC Equity Insights W Acc
Latest (Mid) Price:
GBX 125.08
Day Change:
+0.41%
| Shares Class | Inc. |
|---|---|
| Yield | 0.00 |
| Total Expense Ratio | 0.73 |
Fund Performance
Cumulative Performance
Discrete Performance
MoneyAM Fund Centre
Quick Stats
| Fund Size | 4,575,300.00 | Launch Date | 14/08/2017 | Standard Initial Charge (%) | 0.00 |
|---|---|---|---|---|---|
| Currency | GBX | ISA Eligible | No | Annual Management Charge (%) | 0.73 |
| Sector | IMA UK Equity Income | Min Investment (£) | 10,000,000.00 | Total Expense Ratio (%) | 0.73 |
| ISIN | GB00BF422C20 | Min Topup (£) | 500.00 | Ongoing Charge (%) | 0.7300 (on 30/04/2019) |
Fund Objective
The fund invests primarily in global equity markets with a focus on stock selection. Its investment objective is to attain capital growth over the long term.
Fund Managers
Steve Berexa
Steven J. Berexa is Global CIO Equity with Allianz Global Investors and a member of its Global Executive Committee. In addition to his responsibilities as Global CIO Equity, Steve continues to manage money as a portfolio manager of the Disciplined Equity and Global Fundamental strategies and lead manager of the Global Insights/Intellectual Capital strategy. Since joining the firm in 1997, Steve’s roles have included Global Head of Research and head of the US Technology team. He has managed several Lipper Award-winning European- domiciled funds and has 28 years of investment-industry experience. Before joining the firm, Steve worked at Prudential in a private placement unit, with responsibilities for the subordinated debt of renewable energy projects, as well as credit and LBOs. He was also a technology analyst at Chancellor/ LGT Asset Management. Steve has a B.S.E.E. in electrical engineering and computer science from Duke University, where he was awarded the Angier B. Duke scholarship, and an M.B.A. from Duke University’s Fuqua School of Business. He is a CFA charter holder.
Asset Breakdown
Region Breakdown
Sector Breakdown
Top 10 Holdings
Please remember that past performance is not a guide of future returns. The value of investments and the income from them can go down as well as up as a result of currency exchange and market fluctuations and investors may not get back the amount originally invested.
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