FIN DU CHAMPIONNAT
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Fonds

Allianz Global Artfcl Intlgc WT EUR

Performances du fonds

Détail du fonds

Catégorie : Sector Equity Technology
Code ISIN : LU1548499711
Lancement : 30/10/2018
Profil de risque :
Profil de risque établi par l'Autorité des Marchés Financiers.

Valorisation

3 080.40 €
Date de valeur : 06/12/2024
Dernière variation :-0.87 %
Performances
1er janv :25.58 %
1 an :33.10 %
3 ans :10.68 %
5 ans :135.84 %

Présentation et objectifs du fonds

Long-term capital growth by investing in the global Equity Markets with a focus on the evolution of artificial intelligence in accordance with the Sustainability Key Performance Indicator Strategy (Relative) ("KPI Strategy (Relative)"). In this context, the aim is to outperform the Sub-Fund's Sustainability KPI compared to Sub-Fund's Benchmark to achieve the investment objective. The Sub-Fund follows the KPI Strategy (Relative) and promotes responsible investments by applying a sustainability key performance indicator ("Sustainability KPI") to provide transparency on the measurable sustainability outcome pursued by the Sub-Fund's Investment Manager for the shareholders. Minimum exclusion criteria for direct investments are applied. Min. 70% of Sub-Fund assets are invested in Equities as described in the investment objective. Max. 30% of Sub-Fund assets may be invested in Equities other than described in the investment objective. Sub-Fund assets may be - even completely - invested in Emerging Markets. Max. 25% of Sub Fund assets may be held directly in time deposits and/or (up to 20% of Sub-Fund assets) in deposits at sight and/or invested in Money Market Instruments and/or (up to 10% of Sub-Fund assets) in money market funds for liquidity management. Max. 10% of Sub-Fund assets may be invested in UCITS and/or UCI. All bonds and money market instruments must have at the time of acquisition a rating of at least B- or a comparable rating from a recognised rating agency. Sub-Fund classifies as "equity-fund" according to German Investment Tax Act (GITA). We manage this Sub-Fund in reference to a Benchmark which plays a role for the Sub-Fund's performance objectives and measures. We follow an active management approach with the aim to outperform the Benchmark. Although our deviation from the investment universe, weightings and risk characteristics of the Benchmark is likely to be significant in our own discretion, the majority of the Sub-Fund's investments (excluding derivatives) may consist of components of the Benchmark. Benchmark: 50% MSCI AC World (ACWI) Total Return Net + 50% MSCI World Information Technology Total Return Net (in EUR). Min. 80% of Sub-Fund's portfolio shall be evaluated by the "Weighted Average GHG Intensity (Sales)" (the "Sustainability KPI"). Portfolio in this respect does not comprise derivatives and instruments that are non-evaluated by nature (e.g., cash and Deposits). KPI Strategy (Relative)'s aim shall be achieved by a minimum outperformance of 20% of Sub-Fund's Sustainability KPI compared to the Weighted Average GHG Intensity (Sales) of Sub-Fund's Benchmark. Min. 10% of Sub-Fund assets will be invested in Sustainable Investments. Minimum percentage of investments that are aligned with the EU Taxonomy is 0.01%. You may redeem shares of the Sub-Fund usually on each business day. We reinvest the income into the Sub-Fund. SFDR Category - Article 6 (a financial product that does not consider the EU criteria for environmentally sustainable economic activities) Depositary: State Street Bank International GmbH - Luxembourg Branch For more information (e.g. Prospectus, Annual reports etc.), please see "OTHER RELEVANT INFORMATION".