FIN DU CHAMPIONNAT
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Fonds

Allianz Europe Equity Gr Sel Gr CErWTEUR

Performances du fonds

Détail du fonds

Catégorie : Europe Large-Cap Growth Equity
Code ISIN : LU2399975973
Lancement : 27/04/2022
Profil de risque :
Profil de risque établi par l'Autorité des Marchés Financiers.

Valorisation

1 184.76 €
Date de valeur : 06/12/2024
Dernière variation :-0.02 %
Performances
1er janv :4.70 %
1 an :10.56 %
3 ans :-2.88 %
5 ans :47.27 %

Présentation et objectifs du fonds

Long-term capital growth by investing in European Equity Markets with a focus on growth stocks of large market capitalization companies in accordance with the Sustainability Key Performance Indicator Strategy (Relative) ("KPI Strategy (Relative)"). In this context, the aim is to outperform the Sub-Fund's Sustainability KPI compared to Sub-Fund's Benchmark to achieve the investment objective. The Sub-Fund follows the KPI Strategy (Relative) and promotes responsible investments by applying a sustainability key performance indicator ("Sustainability KPI") to provide transparency on the measurable sustainability outcome pursued by the Sub-Fund's Investment Manager for the shareholders. Minimum exclusion criteria for direct investments are applied. Min. 70% of Sub-Fund assets are invested in Equities as described in the investment objective. Large market capitalization companies means companies whose market capitalization is at least EUR 5 billion as determined at the time of acquisition. Max. 30% of Sub-Fund assets may be invested in Equities other than described in the investment objective. Max. 20% of Sub-Fund assets may be invested in Emerging Markets. Max. 25% of Sub Fund assets may be held directly in time deposits and/or (up to 20% of Sub-Fund assets) in deposits at sight and/or invested in Money Market Instruments and/or (up to 10% of Sub-Fund assets) in money market funds for liquidity management. Max. 10% of Sub-Fund assets may be invested in UCITS/UCI. Sub-Fund classifies as "equity-fund" according to German Investment Tax Act (GITA). We manage this Sub-Fund in reference to a Benchmark which plays a role for the Sub-Fund's performance objectives and measures. We follow an active management approach with the aim to outperform the Benchmark. Although our deviation from the investment universe, weightings and risk characteristics of the Benchmark is likely to be material in our own discretion, the majority of the Sub-Fund's investments (excluding derivatives) may consist of components of the Benchmark. Benchmark: SandP Europe Large Cap Growth Total Return Net (in EUR). Min. 80% of Sub-Fund's portfolio shall be evaluated by the "Weighted Average GHG Intensity (Sales)" (the "Sustainability KPI"). Portfolio in this respect does not comprise derivatives and instruments that are non-evaluated by nature (e.g., cash and Deposits). KPI Strategy (Relative)'s aim shall be achieved by a minimum outperformance of 20% of Sub-Fund's Sustainability KPI compared to the Weighted Average GHG Intensity (Sales) of Sub-Fund's Benchmark. You may redeem shares of the Sub-Fund usually on each business day. We reinvest the income into the Sub-Fund. SFDR Category - Article 8 (a financial product which promotes, amongst other characteristics, environmental or social characteristics, provided that the companies in which the investments are made follow good governance practices) Depositary: State Street Bank International GmbH - Luxembourg Branch For more information (e.g. Prospectus, Annual reports etc.), please see "OTHER RELEVANT INFORMATION".