Allianz Global Investors Fund - Allianz Thematica PT USD
ISIN LU2384383738 / Valor 11378638
Allianz Global Investors Fund - Allianz Thematica PT USD
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General Objective
The fund aims for long-term capital growth by investing in global Equity Markets with a focus on theme and stock selection, following an active management approach to outperform its Benchmark.
Fund Exposure
The fund invests a minimum of 70% of its assets in Equities, with a maximum of 30% in Equities other than described in the investment objective. It may also invest up to 50% in Emerging Markets and up to 10% in the China A-shares market. Additionally, the fund may hold up to 25% of its assets in time deposits, deposits at sight, Money Market Instruments, and money market funds for liquidity management.
Risks
The fund may use derivatives for hedging, arbitrage, or leverage purposes, which can offset exposure to price fluctuations but also multiply losses. Additionally, the fund classifies as an "equity-fund" according to the German Investment Tax Act and may be subject to market risks associated with equity investments.
Source
https://lu.allianzgi.com/en-gb/our-funds/funds/list/allianz-thematica-bt9-usd
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