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Allianz Global EcoTrends - A - EUR

Ranked 65 out of 76 in - Global Themes over 12 months
All calculations are in USD

Managed by

Vipin Ahuja

Vipin Ahuja is lead portfolio manager of the Allianz Global EcoTrends strategy at RCM. Having joined the company in 2009, London-based Ahuja is in charge of stock picking and portfolio construction of the EcoTrends portfolios. Ahuja has worked as an energy analyst at various companies such as DSP Merrill Lynch Ltd, Deutsche Morgan Grenfell, Dresdner Kleinwort, and HSBC. Most recently prior to joining RCM he served as an energy fund manager at Credit Suisse. Ahuja holds an MBA from the Indian Institute of Management and a Bachelor of Technology in Chemical Engineering from the Indian Institute of Technology. He also holds the CFA designation. During his leisure time, Ahuja enjoys tennis.

Objective

The fund invests a minimum of 75% of assets in the shares of international companies that have at least some operations in the areas of "eco energy" (alternative energy sources and energy efficiency), "pollution control" (environmental quality, waste management and recycling) and "clean water" (e.g. water treatment and supply). Its investment objective is to attain long-term capital growth. The fund management company charges a All-In-Fee which will be displayed as management fee.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

Global Themes over : 30/06/2014 - 30/06/2015

Total Return

Quarterly Performance

to 30/06/2015 Annual Q1 Q2 Q3 Q4
2015 2.9% -0.2%
2014 -8.6% 2.2% 0.6% -10.1% -1.0%
2013 33.0% 10.6% 0.0% 10.8% 8.6%
2012 8.0% 9.5% -9.4% 4.3% 4.3%
2011 -19.1% 6.4% -6.7% -21.0% 3.1%
2010 -3.9% -3.2% -17.1% 10.0% 9.0%
2009 22.7% -11.2% 28.2% 8.9% -1.0%
2008 -57.0% -18.1% 3.6% -25.4% -32.1%
2007 69.7% 11.0% 19.3% 10.4% 16.2%
2006 -0.7% 17.8%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/03/2015

Top 10 Holdings

Stock Size
Stericycle Inc ORD 5.44
Acuity Brands Inc ORD 3.52
Xylem Inc ORD 3.34
Pall Corp ORD 3.15
Spirax-Sarco Engineering PLC ORD 3.14
Donaldson Company Inc ORD 2.75
Bureau Veritas Registre International de Classification de Navires et d'Aeronefs ORD 2.72
Brenntag AG ORD 2.71
Johnson Matthey PLC ORD 2.60
Ametek Inc ORD 2.44
31/03/2015

Registered For Sale In

  1. Austria
  2. France
  3. Germany
  4. Greece
  5. Hong Kong
  6. Iceland
  7. Ireland
  8. Luxembourg
  9. Macau
  10. Netherlands
  11. Poland
  12. Portugal
  13. Singapore
  14. Slovakia
  15. Spain
  16. Sweden
  17. Switzerland
  18. United Kingdom

Fund Info

  • Launch date03/05/2006
  • Share Class size133Mn
  • Base currencyEUR
  • ISIN LU0250028817

Purchase Info

  • Min. initial investment0
  • Min. additional investment0

Charges

  • Annual management2.0%
  • Initial investment5

Related News

Allianz rings manager changes on equity fund range

Two Allianz equity funds now have new managers after the group announced further changes to its line-up.

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