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ALLIANZ RCM BRAZIL A - Fund overview

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Overview of ALLIANZ RCM BRAZIL A

The fund aims to achieve long term capital growth by investing mainly in the equity markets of Brazil, and will focus on small and mid sized companies rather than the large cap energy companies that dominate the Brazilian stockmarket. The manager has been running the Allianz RCM BRIC Stars fund, which includes 25% Brazilian exposure, since 2006. The fund aims to capitalise on the rapid growth of the Brazilian economy in recent years, though investors should be aware this has been accompanied by market volatility.

Standard Initial Charge

4.00% 0.00%

Invest via Bestinvest

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Fund summary

Sector  Specialist
Product type  OEIC
Launched  October, 2010
Size  £31m
Yield 0.8%
Charging basis  Income
Dividends paid  Acc units only.
Bid price 72.09p

Fund Charges

Standard Initial charge 4.00%
Initial charge via Bestinvest 0.00%
Additional bid/offer spread 0.00%
Annual management charge 1.75%
Total expense ratio 1.95%
Reduction in yield (10yr) 1.95%

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No information available.

Portfolio

allianz rcm brazil a asset allocation illustration
Allocation Proportion
Equity 100%
High yield bonds
Quality bonds
Property
Commodities
Hedge
Fund cash
allianz rcm brazil a equity geographic illustration
Allocation Proportion
UK
Europe
Nth America
Japan
Pacific
Other Equity 100%
allianz rcm brazil a equity capitalisation illustration
Allocation Proportion
Large Caps 80%
Mid Caps 15%
Small Caps 5%

Investment process


The Fund aims to achieve capital growth in the long term by investing mainly in the equity markets of Brazil. Up to 30% may be invested in companies that have their registered head office in other Latin American countries or elsewhere internationally provided they generate a significant proportion of their sales and/or earnings in Brazil.

The value of your investments and the income from them can go down as well as up, and you can get back less than you originally invested. Past performance or any yields quoted should not be considered reliable indicators of future returns. Before investing in funds please check the specific risk factors on the key features document or refer to our risk warning notice as some funds can be high risk or complex; they may also have risks relating to the geographical area, industry sector and/or underlying assets in which they invest. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change.

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