Allianz Global Investors Fund - Allianz US Large Cap Value PT (USD)
ISIN LU2647375083 / Valor 12891693
Allianz Global Investors Fund - Allianz US Large Cap Value PT (USD)
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Allianz US Large Cap Value aims for long-term growth by investing primarily in large-cap U.S. value companies, allocating at least 70% of its assets to stocks of major U.S. firms that are trading below their intrinsic value. Additionally, the fund may invest up to 30% in other U.S. equities, up to 20% in real estate investment trusts (REITs), and include convertible debt securities for added diversification. To manage liquidity, it holds a portion in time deposits and money market instruments. The portfolio also allows for limited investments in non-USD currencies, UCITS/UCI, and emerging markets, creating a balanced and diversified approach centered on undervalued large-cap U.S. stocks.
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