Allianz Japan Smaller Companies Equity WT JPY header image

Allianz Japan Smaller Companies Equity WT JPY

Fund

ISIN LU2832307321 / Valor 13596676

NAV (2025-11-21)
JPY 241,407.81-1.24%

Allianz Japan Smaller Companies Equity WT JPY
UMushroom community rating:

star star star star star
0.00 0 votes No rating yet
NegativeNeutralPositive

Allianz Japan Smaller Companies Equity aims for long-term growth by actively investing primarily in Japanese mid and small-sized companies, specifically those with market capitalizations up to twice that of the largest firms in the MSCI Japan Small Cap Index. The fund allocates at least 70% of its assets to these targeted equities, while also investing up to 30% in other Japanese stocks. Additionally, it includes up to 10% in emerging market equities, invests a portion in convertible debt, and holds some assets in cash equivalents to ensure flexibility and manage risks. This diversified approach seeks to outperform its benchmark through strategic selection and active management.

Content summarized by AI chatbot
Tags:
japanese equities msci japan small cap index mid and small sized companies

Ratings & reviews

star star star star star

0.00

0 votes
Performance:
starstarstarstarstar
0.00
Innovation:
starstarstarstarstar
0.00
Society:
starstarstarstarstar
0.00
Nature:
starstarstarstarstar
0.00

OTHER SHARE CLASSES OF THIS FUND

Allianz Japan Smaller Companies Equity WT9 USD
Allianz Japan Smaller Companies Equity WT9 USD Allianz Japan Smaller Companies Equity WT9 USD Valor: 48278149
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.91%USD 142,266.87
Allianz Japan Smaller Companies Equity A EUR
Allianz Japan Smaller Companies Equity A EUR Allianz Japan Smaller Companies Equity A EUR Valor: 46384499
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.92%EUR 123.11