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Allianz Discovery Europe Opportunities - AT - EUR

classificato 8 su 244 di - Europa su un periodo di 12 mesi
All calculations are in EUR unless stated

Gestito da

Harald Sporleder

Harald Sporleder is currently a European equity fund manager at Allianz Global Investors based in Frankfurt. He joined Allianz in 1996 as a junior fund manager. He now manages the Allianz Discovery Europe Strategy, adopting a market neutral strategy and using various fundamental criteria as valuation metrics on his funds. Sporleder holds a Master's degree in Economics from the Univerity of Halle in Wittenberg and is a member of the HFSB organization. Away from the office, he enjoys skiing.

Steffen Weyl

Obiettivo

Sub-Funds key feature is to follow and to participate in the Discovery Europe Opportunities Strategy which is implemented by us by using a derivate structure, in particular swaps, on a cash component and the positive or negative performance resulting from the Strategys investment in securities. The Strategy is in core a market neutral long/short equity strategy. Generally, the Strategy is executed by investing in certain Equities (Long Positions), while selling uncovered contrarian positions in other stocks (Short Positions) with the intention of achieving a market neutral long/short Equity market exposure.

Performance

Europa su un periodo di : 31/12/2017 - 31/12/2018

Rendimento totale

Performance trimestrale

a 31/12/2018 Annuale T1 T2 T3 T4
2018 -3,9% 0,6% -1,2% 0,7% -3,9%
2017 1,0% 1,2% 0,4% -1,3% 0,7%
2016 0,1% -4,3%

Performance mensile

Rendimento vs rischio

Registrato Per La Vendita In

  1. Austria
  2. Francia
  3. Germania
  4. Italia
  5. Lussemburgo
  6. Svizzera

Informazioni sul fondo

  • Inizio collocamento31/05/2016
  • Dimensione share class00Mn
  • Valuta di baseUnits
  • ISIN LU1366194626

Informazioni per l'acquisto

  • Investimento aggiuntivo minimo1
  • Investimento aggiuntivo minimo0

Commissioni

  • Commissioni di gestione annuale1,50%
  • Investimento iniziale5,00%

La performance è relativa al periodo indicato (da fine mese a fine mese, bid/bid, reddito lordo reinvestito, calcolato in EUR).