Investing across all of the Sustainable Development Goals with Allianz Positive Change
Changing the world for good – a mammoth project that will take massive investment
With the 17 Sustainable Development Goals, the United Nations has identified humanity’s most pressing problems. They range from ending poverty to promoting equal opportunities and responsible consumption. The 17 detailed goals can be grouped into 8 broad themes.
- Social inclusion
- Health
- Financial inclusion
- Education
- Food security
- Water
- Circular economy
- Energy transition
Estimates show that achieving all the Sustainable Development Goals means closing an annual financing gap of some USD 2.5 trillion.
Source: Sustainable Development Goals, United Nations 2015
The 17 Sustainable Development Goals and how they can be achieved
Allianz Positive Change invests across all 17 United Nations Sustainable Development Goals
Allianz Positive Change invests in securities covering all areas of the 17 United Nations Sustainable Development Goals (SDGs). The individual investments are divided into 8 core themes and over 20 sub-themes. We invest in approximately 5–10 themes at any one time. As the fund is actively managed, the themes in the portfolio can vary over time to help ensure broad coverage of the Sustainable Development Goals.
Allianz Positive Change – unleashing multiplier effects
Within the individual themes, we aim to invest in the most promising solution providers – i.e. companies whose products and solutions enable other businesses or industries to be more sustainable themselves or create more sustainable products and services. The aim is to set in motion a positive chain of events to multiply the social and environmental impact of the initial investment.
Allianz Positive Change at a glance
Invests in companies which we identify as making a clear and positive contribution to society and the environment. Alongside opportunities for financial returns, investments based on the United Nations Sustainable Development Goals can offer environmental and social value.1
Our thematic investment process is based on long-term structural trends (megatrends). We concentrate on identifying long-term winners with attractive growth potential and resilient business models.1 The fund management team has a proven track record in this area.2
Allianz Positive Change seeks financial, social and environmental alpha. It consists of a concentrated portfolio of companies that we judge to have the most attractive fundamentals and best solutions to the major challenges identified by the United Nations Sustainable Development Goals. The aim is to improve sustainability in relation to the environment, economic activity and human wellbeing.1
Fund details, opportunities & risks
1 A performance of the strategy is not guaranteed and losses remain possible.
2 Statement refers to the thematic funds managed by the team. Past performance does not predict future returns.
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 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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