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ALLIANZ RCM GLOBAL ECOTRENDS A - Fund overview

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Overview of ALLIANZ RCM GLOBAL ECOTRENDS A

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. ALLIANZ RCM GLOBAL ECOTRENDS A does not fall into either of these categories at present.

Standard Initial Charge

4.00% 0.00%

Invest via Bestinvest

to save 4.00%

Fund summary

Sector  Global
Product type  OEIC
Launched  February, 2008
Size  £9m
Yield 0.0%
Charging basis  –
Dividends paid  Acc units only.
Bid price 63.70p

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 2.05%
Reduction in yield (10yr) 2.05%

Bestinvest says


No information available.

Portfolio

allianz rcm global ecotrends a asset allocation illustration
Allocation Proportion
Equity 96%
High yield bonds
Quality bonds 0%
Property 0%
Commodities
Hedge
Fund cash 4%
allianz rcm global ecotrends a equity geographic illustration
Allocation Proportion
UK 7%
Europe 45%
Nth America 27%
Japan 6%
Pacific 13%
Other Equity 2%
allianz rcm global ecotrends a equity capitalisation illustration
Allocation Proportion
Large Caps 34%
Mid Caps 48%
Small Caps 18%

Investment process


The Fund aims to achieve long-term capital growth by investing in companies across the globe that are directly or indirectly active in the following sectors: ecoenergy (alternative energy sources and energy efficiency), pollution control (environmental quality, waste management and recycling), and clean water (water treatment and supply).

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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