Allianz Global Sustainability Fund
SRI Style:
Sustainable Style
SDR Labelling:
Not eligible to use label (out of scope)
Product:
SICAV/Overseas
Fund Region:
Global
Fund Asset Type:
Equity
Launch Date:
03/02/2003
Last Amended:
Dialshifter (
):
Fund/Portfolio Size:
£1550.00m
(as at: 31/03/2026)
ISIN:
LU0158827195, LU0158827518, LU2093607054, LU1405890390, LU2137116013
Sustainable, Responsible
&/or ESG Overview:
Fund manager declined to supply information
Primary fund last amended:
Information directly from fund manager.
Sustainable, Responsible &/or ESG Policy:
Objective & Investment Policy
Long-term capital growth by investing in global Equity Markets in accordance with E/S characteristics.
Fund assets are invested in accordance with E/S characteristics.
Min. 70% of fund assets are invested in Equities as described in the investment objective.
Max. 30% of fund assets may be invested in Equities other than described in the investment objective.
Max. 30% of Sub-Fund assets may be invested in Emerging Markets.
Max. 10% of assets may be invested in the China A'shares market.
Max. 25% of Fund assets may be invested in Money Market Instruments and/or (up to 10% of assets) in money market funds and/or held in time deposits and/or (up to 20% of assets) in deposits at sight for liquidity management.
Max. 10% of assets may be invested in UCITS and/or UCI. 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. Fund classifies as “equity-fund” according to German Investment Tax Act (GITA).
The fund promotes environmental and social characteristics (E/S characteristics) with simultaneous application of certain minimum exclusion criteria for direct investments. Fund's pre-contractual templacte describes all relevant information about the E/S characterisics' scope, details and requirements and appliced exclusion criteria.
Min. 50% of Fund assets will be invested in Sustainable Investments.
Benchmark: MSCI AC World (ACWI) Total Return Net
(Source: KIID, as at May 2026)
SDR Labelling:
Not eligible to use label (out of scope)
| Fund Name | SRI Style | SDR Labelling | Product | Region | Asset Type | Launch Date | Last Amended |
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|---|---|---|---|---|---|---|---|---|
Allianz Global Sustainability Fund |
Sustainable Style | Not eligible to use label (out of scope) | SICAV/Overseas | Global | Equity | 03/02/2003 | ||
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Fund/Portfolio Size: £1550.00m (as at: 31/03/2026) ISIN: LU0158827195, LU0158827518, LU2093607054, LU1405890390, LU2137116013 |
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Sustainable, Responsible &/or ESG OverviewFund manager declined to supply information |
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Information received directly from Fund Manager |
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Please select what you would like to read:
Sustainable, Responsible &/or ESG Policy:Objective & Investment Policy Long-term capital growth by investing in global Equity Markets in accordance with E/S characteristics. Fund assets are invested in accordance with E/S characteristics. Min. 70% of fund assets are invested in Equities as described in the investment objective. Max. 30% of fund assets may be invested in Equities other than described in the investment objective. Max. 30% of Sub-Fund assets may be invested in Emerging Markets. Max. 10% of assets may be invested in the China A'shares market. Max. 25% of Fund assets may be invested in Money Market Instruments and/or (up to 10% of assets) in money market funds and/or held in time deposits and/or (up to 20% of assets) in deposits at sight for liquidity management. Max. 10% of assets may be invested in UCITS and/or UCI. 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. Fund classifies as “equity-fund” according to German Investment Tax Act (GITA). The fund promotes environmental and social characteristics (E/S characteristics) with simultaneous application of certain minimum exclusion criteria for direct investments. Fund's pre-contractual templacte describes all relevant information about the E/S characterisics' scope, details and requirements and appliced exclusion criteria. Min. 50% of Fund assets will be invested in Sustainable Investments. Benchmark: MSCI AC World (ACWI) Total Return Net (Source: KIID, as at May 2026) SDR Labelling:Not eligible to use label (out of scope) |
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