Allianz UK Equity Income Fund Class C Shares Income

Name
Allianz UK Equity Income Fund Class C Shares Income
Manager
Allianz Global Investors GmbH
Type
Open Ended Investment Company
ISIN
GB00B82ZGC20
Sector
UK Equity Income
Launched
23/04/2014
OCF
0.95 %
Risk Rating
3
3 Year Sharpe
0.88
3 Year Alpha
1.20
Yield
4.8 %
Benchmark
FTSE AllSh TR GBP
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 although it may invest internationally and in all economic sectors.
Holding %
Royal Dutch Shell PLC B 6.12 %
GlaxoSmithKline PLC 5.21 %
HSBC Holdings PLC 3.99 %
Imperial Brands PLC 3.68 %
BAE Systems PLC 3.53 %
British American Tobacco PLC 3.28 %
Standard Life Aberdeen PLC 2.97 %
St James's Place PLC 2.87 %
BHP Group PLC 2.71 %
Meggitt PLC 2.34 %
Region %
United Kingdom 96.78 %
Sector %
Financial Services 24.03 %
Industrials 20.20 %
Consumer Cyclical 12.78 %
Consumer Defensive 9.51 %
Energy 9.21 %
Basic materials 8.47 %
Real Estate 6.30 %
Healthcare 5.27 %
Name
Allianz Global Investors GmbH
Address
60323, Frankfurt am Main, Germany
UCITS
Yes
Legal Structure
Open Ended Investment Company

Managers

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.

Data provided by Morningstar.

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