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Allianz Duurzaam Wereld Aandelen Fonds

Ranked 158 out of 364 in - Global over 12 months
All calculations are in EUR unless stated

Managed by

Paul Schofield

Paul Schofield has been in the investment industry for over 12 years. He has spent 10 of those years at Allianz Global Investors where he is currently a global equities fund manager. Prior to joining Allianz he worked at Fleming Investment Management and Lombard Odier International Portfolio Management. He attended University of Portsmouth where he gained a degree in financial services.

Objective

The fund invests globally in equity of companies which apply to sustainability criteria. The aim is to achieve a higher performance than the benchmark. The fund invests directly for at least 85% in Allianz Global Sustainability, a sub-fund of Allianz Global Investors Fund SICAV.

Showing fund performance in Netherlands View performance globally

Performance

Global over : 31/08/2017 - 31/08/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -4.8% 6.5%
2017 10.5% 6.0% -0.5% 1.5% 3.2%
2016 6.2% -6.1% 1.9% 6.1% 4.6%
2015 12.9% 14.5% -3.1% -7.1% 9.4%
2014 14.9% 0.7% 6.3% 4.1% 3.1%
2013 22.9% 10.2% -0.5% 5.0% 6.8%
2012 14.6% 10.2% -2.3% 6.5% 0.0%
2011 -5.5% -1.9% -1.4% -12.0% 10.9%
2010 18.0% 8.5% -3.9% 1.9% 11.0%
2009 23.9% -6.2% 12.3% 11.4% 5.7%
2008 -35.7% -17.5% -1.1% -5.3% -16.8%
2007 4.2% 1.5% 7.0% -0.4% -3.6%
2006 8.1% 5.1% -6.7% 5.9% 4.2%
2005 27.3% 4.2% 8.3% 6.8% 5.5%
2004 0.1% -3.3% 1.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Netherlands

Fund Info

  • Launch date15/03/2004
  • Share Class size109Mn
  • Base currencyEUR
  • ISIN NL0009497965

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment50

Charges

  • Annual management1.00%
  • Initial investment1.00%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).