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Concentra - A - EUR

Ranked 5 out of 72 in - Germany over 12 months
All calculations are in EUR

Managed by

Matthias Born

Matthias Born graduated from the University of Würzburg in Germany with a Master’s degree in business administration. He has worked for Dresdner Bank, Middle Market Group and joined Allianz in 2001 where he is currently a senior portfolio manager of European equities. He manages growth style portfolios and country funds for German equities.

Objective

The investment policy aims to generate capital growth in the long term by mainly investing in German equity markets within the investment principles. The fund management company charges All-In-Fee displayed as management fee.

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

Performance

Germany over : 31/05/2014 - 31/05/2015

Total Return

Quarterly Performance

to 31/03/2015 Annual Q1 Q2 Q3 Q4
2015 21.8%
2014 3.2% -0.4% 2.4% -4.2% 5.6%
2013 24.7% 4.8% 2.0% 5.4% 10.6%
2012 34.5% 19.1% -8.0% 15.0% 6.7%
2011 -12.5% 1.8% 5.0% -23.5% 7.0%
2010 19.3% 3.4% -2.8% 5.8% 12.2%
2009 34.2% -15.1% 24.6% 22.2% 3.7%
2008 -42.4% -19.4% -0.6% -14.5% -15.9%
2007 18.2% 4.5% 13.8% -1.8% 1.3%
2006 18.7% 10.1% -6.3% 6.5% 8.0%
2005 25.6% 2.4% 4.8% 10.1% 6.3%
2004 4.0% -1.7% 2.9% -4.6% 7.8%
2003 39.9% -16.9% 38.0% 2.5% 18.9%
2002 -43.8% 5.4% -19.6% -35.3% 2.5%
2001 -18.9% -8.5% 1.8% -25.9% 17.5%
2000 -1.4% 8.9% -7.0% 1.0% -3.7%
1999 34.3% -3.5% 12.2% -4.8% 30.3%
1998 13.5% 18.5% 13.6% -23.1% 9.6%
1997 47.3% 21.2% 11.2% 10.2% -0.9%
1996 26.0% 8.8% 3.9% 3.2% 7.9%
1995 2.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Chile
  3. Germany
  4. Peru
  5. Taiwan

Fund Info

  • Launch date26/03/1956
  • Share Class size2,475Mn
  • Base currencyEUR
  • ISIN DE0008475005

Purchase Info

  • Min. initial investment0
  • Min. additional investment0

Charges

  • Annual management1.8%
  • Initial investment5

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