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Allianz Europe Equity Growth - AT - EUR

classificato 166 su 244 di - Europa su un periodo di 12 mesi
All calculations are in EUR unless stated

Gestito da

Thorsten Winkelmann

Thorsten Winkelmann is a senior portfolio manager and managing director at Allianz Global Investors, having joined the company in 2001. As a member of the European Equities team, Thorsten is Co-Head of the Allianz Europe Equity Growth Team, and the Lead or co-Lead Portfolio Manager of the flagship Europe Equity Growth strategies. Prior to taking over the Europe Equity Growth Franchise in 2009, Thorsten was a portfolio manager with the European Equity Core team and the Multi-Asset team, where he was responsible for managing the equity portions of European balanced products. He has 19 years of investment-industry experience and a master’s degree in economics from the University of Bonn. Before moving to Frankfurt, Thorsten was born and grew up in Cologne, and still supports Cologne football team. Outside of fund management Thorsten likes to unwind by snowboarding and spending time with his family.

Obiettivo

Long-term capital growth by investing in European equity markets with a focus on growth stocks. The Sub-Fund is PEA (Plan dEpargne en Actions) eligible in France. Therefore, at least 75% of Sub-Fund assets are permanently physically invested by us in Equities as described in the investment objective. Max. 25% of Sub-Fund assets may be invested in Equities by us other than described in the investment objective. Max. 20 % of Sub-Fund assets may be invested by us in Emerging Markets. Max. 15% of Sub Fund assets may be held by us directly in deposits and/or may be invested by us in Money Market Instruments and/or (up to 10% of Sub-Fund assets) in money market funds.

Performance

Europa su un periodo di : 31/12/2017 - 31/12/2018
  • Classificazione 166/244 Rendimento totale
  • Classificazione 229/244 Deviazione Standard
  • Classificazione 209/244 Perdita Massima

Rendimento totale

Performance trimestrale

a 31/12/2018 Annuale T1 T2 T3 T4
2018 -14,6% -4,0% 7,6% 0,4% -17,6%
2017 14,0% 8,3% 2,3% 1,5% 1,3%
2016 -3,4% -6,8% -0,6% 3,8% 0,5%
2015 19,3% 19,7% -2,8% -6,8% 10,0%
2014 10,1% 1,6% 4,3% -0,6% 4,6%
2013 14,0% 7,0% -2,8% 5,7% 3,8%
2012 26,8% 12,9% -1,9% 9,7% 4,4%
2011 -4,3% -0,9% 1,9% -12,6% 8,5%
2010 31,5% 10,5% 0,1% 8,8% 9,3%
2009 49,4% -5,5% 23,7% 18,6% 7,7%
2008 -40,3% -14,2% -3,8% -9,0% -20,5%
2007 6,9% 2,7% 5,4% 1,5% -2,6%

Performance mensile

Rendimento vs rischio

Asset Allocation

Ripartizione dell'investimento

30/09/2018

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30/09/2018

Registrato Per La Vendita In

  1. Austria
  2. Belgio
  3. Danimarca
  4. Finlandia
  5. Francia
  6. Germania
  7. Grecia
  8. Hong Kong
  9. Ungheria
  10. Irlanda
  11. Italia
  12. Korea
  13. Liechtenstein
  14. Lussemburgo
  15. Macau
  16. Paesi Bassi
  17. Norvegia
  18. Polonia
  19. Portogallo
  20. Singapore
  21. Slovacchia
  22. Spagna
  23. Svezia
  24. Svizzera
  25. Regno Unito

Informazioni sul fondo

  • Inizio collocamento16/10/2006
  • Dimensione share class1.447Mn
  • Valuta di baseEUR
  • ISIN LU0256839274

Informazioni per l'acquisto

  • Investimento aggiuntivo minimo0
  • Investimento aggiuntivo minimo0

Commissioni

  • Commissioni di gestione annuale1,80%
  • Investimento iniziale5,00%

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