Register to get unlimited access to all of Citywire’s fund manager database. Registration is free and only takes a minute.

Allianz German Equity - AT - EUR

Ranked 30 out of 68 in - Germany over 12 months
All calculations are in USD unless stated

Managed by

Christoph Berger

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 fund aims to generate capital growth in the long term by investing in German equity markets. We invest at least 75% of the Sub-fund's assets directly or using derivatives, in equities and equivalent securities of companies that are incorporated in Germany. Convertible bonds or warrant-linked bonds as well as index certificates and other certificates whose risk profile typically correlates with such equities may be acquired by us.

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

Performance

Germany over : 30/09/2016 - 30/09/2017
  • Rank 30/68 Total Return
  • Rank 58/68 Standard Deviation
  • Rank 46/68 Max Drawdown

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 9.4% 9.9% 7.8%
2016 -3.7% -3.9% -8.2% 9.8% -0.6%
2015 7.4% 8.5% -2.8% -6.7% 9.1%
2014 -9.7% -0.3% 1.2% -11.8% 1.5%
2013 30.9% 2.8% 2.9% 9.9% 12.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Chile
  3. Finland
  4. France
  5. Germany
  6. Ireland
  7. Italy
  8. Luxembourg
  9. Norway
  10. Spain
  11. Sweden
  12. Switzerland
  13. United Kingdom

Fund Info

  • Launch date22/10/2012
  • Share Class size60Mn
  • Base currencyEUR
  • ISIN LU0840617350

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management1.80%
  • Initial investment5

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