Allianz Total Return Asian Equity C
Allianz Total Return Asian Equity C
ISIN:
GB00B1FRQV53
Risk level:
FE fundinfo Rating:
2 of 5
IA Sector:
IA Asia Pacific Excluding Japan
Income type:
Income
Price:
942.2100GBX
18 April 2024
Last change:
icon-up-small 0.77%
1 year change:
icon-down-small -1.40%
5 year annualised return:
3.72%
12 month yield:
0.00%
At a glance performance and information
Eligibility:
The value of investments, and income from them, can rise and fall so you may get back less than you invest. If you are unsure about investing, seek independent advice
Add to chart:
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Allianz Total Return Asian Equity C
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IA Asia Pacific Excluding Japan
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MSCI AC Asia ex Japan
Discrete calendar year performance
Trailing returns
(*annualised)
Fund Objective: The Fund aims to maximise total return through dividend yield and capital appreciation by investing in high yielding or undervalued securities of companies in Asia, excluding Japan. Investors should be aware that the Fund's capital is at risk and there is no guarantee that the Fund will achieve its investment objective over any particular period or at all. Please see the Key Investor Information Document for objectives and investment policy.
Manager name:
Allianz Global Invtrs GmbH(UK)
Manager start date:
01 October 2013
Investment style:
Total Return
Region (geographical):
Asia Pacific Ex Japan
Manager Biography:
Raymond Chan was born in Hong Kong in 1965 and attended the University of Durham, where he obtained his Bachelors degree in Economics. He gained an MA in Finance and Investment from the University of Exeter in 1989. Raymond has been a fund manager for almost 20 years and is a Chartered Financial Analyst. He started his career in with Sun Hung Kai and Co and moved into investment management in 1990 with Ivory & Sime Asia. Raymond is currently chief investment officer, Asia and Pacific with RCM-Allianz Global Investors in Hong Kong and is chairman of the Balanced Investment Committee. He manages the ARCM Asia Pacific fund and ARCM Korea fund where he uses a bottom up approach to investing and also manages the ARCM High Dividend Asia fund. Outside of fund management, Raymond enjoys tennis as a way of relaxing.
Benchmark:
MSCI AC Asia ex Japan
Sector:
IA Asia Pacific Excluding Japan
FE fundinfo Rating:
2 of 5
Fees and Charges
Asset Allocation
Fund size: 36,691,303.35 GBX
Chart date: April 18, 2024
Top 10 Holdings
Sectors
World regions
What is ESG?
ESG stands for Environmental, Social and Governance and is an approach for evaluating to what extent a company works towards social goals. For investors this can be used in order to understand how their funds and the assets they are made up of work towards these goals and use that information to help make sustainable investment choices.
ESG Metric
Score
MSCI ESG Quality Score (0-10)
6.3
MSCI ESG Quality Score - Peer Percentile (0-100)
38%
MSCI ESG Quality Score - Global Percentile (0-100)
47%
Fund Environmental Impact Involvement (%)
26%
Fund Social Score Impact Involvement (%)
5%
Fund Severe Governance Controversies Involvement (%)
15%