Allianz UK Mid-Cap Fund Class C Shares Accumulation

Name
Allianz UK Mid-Cap Fund Class C Shares Accumulation
Manager
Allianz Global Investors GmbH
Type
Open Ended Investment Company
ISIN
GB00B83YTF22
Sector
UK All Companies
Launched
13/02/2013
OCF
0.82 %
Risk Rating
5
3 Year Sharpe
0.49
3 Year Alpha
-2.17
Yield
0.7 %
Benchmark
FTSE 250 Ex Investment Trust TR GBP
The Fund aims to achieve 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. It is the general intention of the ACD to invest in stocks which constitute the FTSE Mid 250 Share Index (excluding investment trusts). The ACD may also utilise deposits in the management of the portfolio. The Fund may also invest in collective investment schemes.
Holding %
Intermediate Capital Group PLC 5.84 %
Homeserve PLC 5.43 %
Entertainment One Ltd 4.99 %
Genus PLC 4.80 %
Tullow Oil PLC 4.68 %
Moneysupermarket.com Group PLC 4.52 %
Frontier Developments PLC 4.13 %
Blue Prism Group PLC 3.94 %
Auto Trader Group PLC 3.93 %
Senior PLC 3.90 %
Region %
United Kingdom 87.28 %
United States 10.01 %
Sector %
Technology 28.78 %
Industrials 25.62 %
Consumer Cyclical 14.32 %
Financial Services 11.06 %
Energy 7.26 %
Name
Allianz Global Investors GmbH
Address
60323, Frankfurt am Main, Germany
UCITS
Yes
Legal Structure
Open Ended Investment Company

Managers

Andrew Neville
Joined 06/01/2017

Mr. Neville is a lead portfolio manager and a director with Allianz Global Investors, which he joined in 2004. He is a member of the European & German Mid/Small Caps team. Mr. Neville has 20 years of investment-industry experience. He previously worked as a portfolio manager at Baring Asset Management, trained as a portfolio manager at AIB Govett Asset Management and worked as an audit manager for Deloitte & Touche. Mr. Neville has a B.S. in civil engineering from Imperial College London.

Matthew Hall
Joined 06/01/2017

Hall is a portfolio manager with American United Life Insurance Company. Hemanaged the credit research and review process for AUL's general account since 2002. Prior to his positions with the company, he was a credit analyst for First Tennessee Bank from 1997 to 2002. Hall holds the Chartered Financial Analyst designation.

Data provided by Morningstar.

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