Investing in the world ahead
The world is changing constantly and rapidly, and many long-term trends are reshaping everyone's life. Thematic investing centers around the potential for growth, involving investing in those companies that are best positioned to take advantage of a changing world. Additionally, these days people want more out of their investments, and this isn’t limited to the size of the return – it includes the ability to invest in the areas of the economy that are of personal interest to them – and for their money to be aligned with their values and personal views of the world.
Megatrends
An investible theme will typically have its origin in at least one of four sources of structural shifts, so called megatrends. These megatrends, however, are too vague to invest in directly. They have a broad definition and perhaps a 20 to 100-year time horizon. In order to gain exposure to them, we need to break them down into investable themes with a shorter five to 20-year time horizon. In a diversified fund, within each theme there are several topics which adapt and change over time. For example ‘Digital Life’, which falls within Technological Innovation, covers five more specific topics.
Urbanisation
More people are crowding into cities. Housing is scarce, adequate supply of public services and waste disposal must be ensured, while innovations enable more efficient operations.
Resource Scarcity
Many raw materials are finite or limited in their availability. Alternative solutions are being developed to ensure supply.
Demographic & Social Change
Different demographic factors depending on the region: aging in the West, young emerging middle class in the East and in Africa.
Why Allianz Global Investors for thematic investing?
AllianzGI has extensive experience in thematic investments in companies expected to benefit from change, innovation and disruption
Active management is central to successful thematic investing, allowing for:
- Active identification, allocation to and continuous review of themes with strong secular drivers
- Allocation to stocks with the greatest upside potential based on fundamental analysis
- Diversification of investment portfolio across or within themes
- Active engagement with the companies we hold in our portfolios
Stable and time-tested track record from our Global Thematic team in active thematic investing
Our state-of-the-art proprietary digital platform enables crowd-sourcing of ideas and systematic research collaboration with colleagues globally
Investing in megatrends
Our thematic fund range encompasses both multi-theme and single-theme strategies. The expanding range of thematic funds offer investors the opportunity to gain an active exposure to at least one of these four megatrends
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Allianz Thematica allows investors to participate in the opportunities arising from structural shifts, typically driven by technological innovation, demographic and social change, resource scarcity and urbanisation.
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Allianz Global Artificial Intelligence is a bottom up fundamental strategy investing across a broad spectrum of technologies and sectors embracing the disruptive power of Artificial Intelligence (AI).
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Allianz Global Intelligent Cities invests in companies whose products and services are benefitting from the smart cities trend and are helping to build a better future through innovation.
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Allianz Cyber Security is a global equity strategy focusing on companies that should benefit from, or are currently related to, the "Cyber Security" theme. Cyber Security includes everything from computer security and disaster recovery to end-user training.
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Allianz Pet and Animal Wellbeing focuses on the opportunities within the growing pet economy investing exclusively in companies that provide products or services for pets and other animals.
Investing involves risk. The value of an investment and the income from it may fall as well as rise and investors might not get back the full amount invested. Investing in fixed income instruments may expose investors to various risks, including but not limited to creditworthiness, interest rate, liquidity and restricted flexibility risks. Changes to the economic environment and market conditions may affect these risks, resulting in an adverse effect to the value of the investment. During periods of rising nominal interest rates, the values of fixed income instruments (including positions with respect to short-term fixed income instruments) are generally expected to decline. Conversely, during periods of declining interest rates, the values of these instruments are generally expected to rise. Liquidity risk may possibly delay or prevent account withdrawals or redemptions. The volatility of fund unit/share prices may be increased or even strongly increased. Past performance does not predict future returns. If the currency in which the past performance is displayed differs from the currency of the country in which the investor resides, then the investor should be aware that due to the exchange rate fluctuations the performance shown may be higher or lower if converted into the investor’s local currency. This is for information only and not to be construed as a solicitation or an invitation to make an offer, to conclude a contract, or to buy or sell any securities. The products or securities described herein may not be available for sale in all jurisdictions or to certain categories of investors. This is for distribution only as permitted by applicable law and in particular not available to residents and/or nationals of the USA. The investment opportunities described herein do not take into account the specific investment objectives, financial situation, knowledge, experience or specific needs of any particular person and are not guaranteed. The Management Company may decide to terminate the arrangements made for the marketing of its collective investment undertakings in accordance with applicable de-notification regulation. The views and opinions expressed herein, which are subject to change without notice, are those of the issuer companies at the time of publication. The data used is derived from various sources, and assumed to be correct and reliable at the time of publication. The conditions of any underlying offer or contract that may have been, or will be, made or concluded, shall prevail. The duplication, publication, or transmission of the contents, irrespective of the form, is not permitted; except for the case of explicit permission by Allianz Global Investors GmbH.
For investors in Europe (excluding Switzerland)
For a free copy of the sales prospectus, incorporation documents, daily fund prices, key investor information, latest annual and semi-annual financial reports, contact the management company Allianz Global Investors GmbH in the fund’s country of domicile, Luxembourg, or the issuer at the address indicated below or www.allianzgi-regulatory. eu. Austrian investors may also contact the facility and information agent Erste Bank der österreichischen Sparkassen AG, Am Belvedere 1, AT-1100 Wien. Please read these documents, which are solely binding, carefully before investing. This is a marketing communication issued by Allianz Global Investors GmbH, www.allianzgi.com, an investment company with limited liability, incorporated in Germany, with its registered office at Bockenheimer Landstrasse 42-44, 60323 Frankfurt/M, registered with the local court Frankfurt/M under HRB 9340, authorised by Bundesanstalt für Finanzdienstleistungsaufsicht (www. bafin.de). Allianz Global Investors GmbH has established branches in the United Kingdom, France, Italy, Spain, Luxembourg, Sweden, Belgium and the Netherlands. Contact details and information on the local regulation are available here (www.allianzgi.com/Info). The Summary of Investor Rights is available in English, French, German, Italian and Spanish at https://regulatory.allianzgi.com/en/ investors-rights.
For investors in Switzerland
For a free copy of the sales prospectus, incorporation documents, daily fund prices, key investor information, latest annual and semi-annual financial reports, contact [the Swiss funds’ representative and paying agent BNP Paribas Securities Services, Paris, Zurich branch, Selnaustrasse 16, CH-8002 Zürich - for Swiss retail investors only] or the issuer either electronically or by mail at the given address. Please read these documents, which are solely binding, carefully before investing. This is a marketing communication issued by Allianz Global Investors (Schweiz) AG, a 100% subsidiary of Allianz Global Investors GmbH. The Summary of Investor Rights is available in English, French, German, Italian and Spanish at https://regulatory. allianzgi.com/en/investors-rights.
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