Allianz UK & European Investment Funds - Allianz UK Opportunities Fund - C (Accumulation) - GBP

Name
Allianz UK & European Investment Funds - Allianz UK Opportunities Fund - C (Accumulation) - GBP
Manager
Allianz Global Investors GmbH
Type
Open Ended Investment Company
ISIN
GB00B8BB9445
Sector
UK All Companies
Launched
27/03/2014
OCF
0.9 %
Risk Rating
4
3 Year Sharpe
1.06
3 Year Alpha
4.05
Yield
1.3 %
Benchmark
FTSE AllSh TR GBP
The Fund aims to achieve capital growth. The ACD aims to achieve the investment objective by investing in all economic sectors of the United Kingdom although it may invest internationally. The Fund may also hold fixed income securities. It is the general intention of the ACD to invest in all sectors and stocks of the FTSE All Share Index.
Holding %
Tyman PLC 3.84 %
Royal Dutch Shell PLC B 3.82 %
BP PLC 3.81 %
IFG Group PLC 3.56 %
FirstGroup PLC 3.20 %
U and I Group PLC 3.17 %
Capital Drilling Ltd 3.16 %
Laird PLC 3.08 %
Meggitt PLC 3.05 %
DFS Furniture PLC 3.04 %
Region %
United Kingdom 94.54 %
Africa 5.46 %
Sector %
Industrials 28.33 %
Consumer Cyclical 18.03 %
Energy 15.19 %
Real Estate 13.70 %
Basic materials 10.14 %
Financial Services 8.13 %
Name
Allianz Global Investors GmbH
Address
60323, Frankfurt am Main, Germany
UCITS
Yes
Legal Structure
Open Ended Investment Company

Managers

Simon Gergel
Joined 06/23/2016

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.

Matthew Tillett
Joined 07/31/2013

Matthew Tillett is the lead portfolio manager on the UK Opportunities strategy and is deputy manager of the UK Equity Income fund. Matthew joined Allianz Global Investors in 2006 as part of the Global Graduate Program. In 2007 he joined the Research Department as a pan-European media analyst and in 2008 he moved to portfolio management as part of the UK Equity Team. Prior to joining AllianzGI, Matthew worked at Datamonitor and the Office for National Statistics. He graduated from Bristol University with a first class degree in Economics and Economic History. He also holds a Masters (with distinction) in International Political Economy from the London School of Economics. Matthew is a CFA charterholder.

Data provided by Morningstar.

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