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Allianz Global Equity Insights

LU1508476998

Global equity fund with concentrated portfolio

Shareclass
  • A (EUR)
  • AT (EUR)
  • AT (USD)
  • CT (EUR)
  • IT (EUR)
  • IT (USD)
  • P (EUR)
  • PT (USD)
  • WT (EUR)
  • WT (H2-EUR)
  • WT6 (GBP)

Allianz Global Equity Insights

Shareclass
  • A (EUR)
  • AT (EUR)
  • AT (USD)
  • CT (EUR)
  • IT (EUR)
  • IT (USD)
  • P (EUR)
  • PT (USD)
  • WT (EUR)
  • WT (H2-EUR)
  • WT6 (GBP)
All funds
Redemption Price 187,8100 EUR

as of 20/06/2025

Redemption Price Change 0,01%

as of 20/06/2025

as of 20/06/2025

Key Facts

as of 20/06/2025

Fund manager

Mark Phanitsiri

Portfolio Manager

Since 30/09/2020

Additional Information

Allianz Global Investors and Voya Investment Management have entered into a long-term strategic partnership, and as such, as of 25 July 2022, the investment team has transferred to Voya Investment Management. This will not change the composition of the team, the investment philosophy nor the investment process.

Fund objectives

The fund invests primarily in global equity markets striving to build a concentrated portfolio with a focus on stock selection. Its investment objective is to attain capital growth over the long term.

Opportunities

  • High return potential of stocks in the long run
  • Increased participation in the yield potential of single stocks through concentrated portfolio
  • Possible extra returns through single security analysis and active management
  • Currency gains possible

Risks

  • High volatility of stocks, losses possible. The volatility of fund unit prices may be strongly increased.
  • Higher sensitivity to price fluctuations of single stock through concentrated portfolio
  • Success of single security analysis and active management not guaranteed
  • Currency losses possible

Review

May brought some welcome respite for global equities following the recent tariff-related volatility. Investor sentiment was bolstered by de-escalating fears of a global trade war and a slew of positive corporate earnings releases. This overshadowed market jitters over the passage of President Donald Trump’s ‘big, beautiful’ bill of sweeping tax cuts and the launch of a new trade offensive against the European Union. However, tariff whiplash was rekindled at month end, with global equities soaring on news that the New York-based Court of International Trade had blocked the US president’s tariffs, before pulling back after the tariffs were reinstated by a US appeals court. Market sentiment deteriorated further after an abrupt re-escalation of US-China trade tensions and the announcement of Trump’s plans to double tariffs on steel and aluminium to 50%.

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. Allianz Global Equity Insights is a sub-fund of Allianz Global Investors Fund SICAV, an open-ended investment company with variable share capital organised under the laws of Luxembourg. The value of the units/shares which belong to the Unit/Share Classes of the Sub-Fund that are not denominated in the base currency may be subject to a strongly increased volatility. The volatility of other Unit/Share Classes may be different. 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. For a free copy of the sales prospectus, incorporation documents, daily fund prices, Key Information Document, latest annual and semi-annual financial reports, contact the management companyAllianz Global Investors GmbH in the fund’s country of domicile, Luxembourg, [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 editor either electronically or by mail at the given address or regulatory.allianzgi.com. 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. 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.

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