Allianz UK Equity Income Fund Class C Shares Income

Allianz UK Equity Income Fund Class C Shares Income
Allianz Global Investors GmbH
Open Ended Investment Company
UK Equity Income
0.81 %
Risk Rating
3 Year Sharpe
3 Year Alpha
6 %
The Fund aims to achieve high and increasing income together with capital growth. The ACD aims to achieve the investment objective by investing in securities listed on the London Stock Exchange as represented in the FTSE All-Share Index Total Return GBP although it may invest up to 20% of the Fund’s assets in UK equities outside of this index or internationally and in all economic sectors. It is the general intention of the ACD to invest in shares which offer above average current dividend income yield or, if not, the prospect of superior long term dividend growth. T
Holding %
Royal Dutch Shell PLC B 5.64 %
Imperial Brands PLC 5.38 %
GlaxoSmithKline PLC 4.74 %
British American Tobacco PLC 4.24 %
National Grid PLC 3.36 %
IG Group Holdings PLC 3.34 %
BAE Systems PLC 3.04 %
SSE PLC 2.70 %
Land Securities Group PLC 2.59 %
St James's Place PLC 2.51 %
Region %
United Kingdom 93.05 %
Sector %
Industrials 19.55 %
Financial Services 17.96 %
Consumer Defensive 16.50 %
Energy 9.70 %
Utilities 8.46 %
Consumer Cyclical 6.58 %
Healthcare 6.10 %
Communication Services 5.22 %
Allianz Global Investors GmbH
60323, Frankfurt am Main, Germany
Legal Structure
Open Ended Investment Company


Richard Knight
Joined 01/01/2020

Prior to joining Pine River, Richard served as a Managing Director at King Street Capital Management, from 2006 to 2011. There, Richard was Head of Business Development and Client Service for the $20 billion hedge fund manager. From 1994 to 2006, Richard was at Bear Stearns where he served as a Senior Managing Director, Head of Transaction Development - Investment Banking starting in 2004 and prior to that Head of European Leveraged Finance starting in 2000. Early in his career at Bear Sterns, Richard worked in high yield capital markets, Asian debt capital markets and emerging markets. From 1989 to 1994 Richard was an Associate at Credit Suisse. Richard received a Bachelor of Science degree in Chemical Engineering from University of Bath in 1988.

Simon Gergel
Joined 05/01/2006

Simon Gergel joined Allianz Global Investors in April 2006 from HSBC Halbis Partners where he managed over £900m in high income funds as well as core institutional and life UK equity portfolios. Prior to joining HSBC in 2001, Simon worked for 14 years at Phillips& Drew Fund Management / UBS Asset Management where he was involved in all aspects of UK equity fund management, including research, portfolio management and account director roles. He graduated in 1987 from Cambridge University with an honours degree in mathematics and is an associate of the UK Society of Investment Professionals.

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