Allianz Climate Transition Fund
SRI Style:
Environmental Style
SDR Labelling:
Not eligible to use label
Product:
SICAV/Offshore
Fund Region:
Europe
Fund Asset Type:
Equity
Launch Date:
19/02/2019
Last Amended:
Dialshifter (
):
Fund Size:
£142.37m
(as at: 30/11/2024)
ISIN:
LU1917776467, LU1865149808, LU1917776541, LU1865150210, LU1917776624, LU1865149980
Sustainable, Responsible
&/or ESG Overview:
Fund manager unwilling to supply information (April 2024)
Primary fund last amended:
Information directly from fund manager.
Sustainable, Responsible &/or ESG Policy:
Objectives & Investment Policy
Long-term capital growth by investing in European Equity Markets with a focus on companies with an engagement in a transition into a low-carbon economy in accordance with E/S characteristics.
Asssets are invested in accordance with E/S characteristics. Min 70% of fund assets are invested in European Equities as described in the investment objective. Companies which engage in the transition into a low-carbon economy are companies which offer products or solutions with active positive contribution to improvement of the supply,efficiency or quality of a low carbon economy. Max. 40% of assets may be invested in non-European Equity Markets. Max. 10% of assets may be invested in Emerging Markets. Max. 25% of assets may be invested in Money Market Instruments and/or (up to 10% of assets) in money market funds and/or held directly 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/UCI.
The fund promotes environmental and socal characteristics (E/S characteristics) with simultaneous application of certain minimum exclusion criteria for direct investments. Fund's pre-contractual template describes all relevant information about the E/S characteristics' scope, details and requirements and applied exclusion criteria.
Min. 20% of fund assets will be invested in Sustainable Investments
We manage this fund in reference to a Benchmark - MSCI Europe Total Return Net (in EUR).
(Source: KIID, as at Janaury 2025)
SDR Labelling:
Not eligible to use label
| Fund Name | SRI Style | SDR Labelling | Product | Region | Asset Type | Launch Date | Last Amended |
|
|---|---|---|---|---|---|---|---|---|
Allianz Climate Transition Fund |
Environmental Style | Not eligible to use label | SICAV/Offshore | Europe | Equity | 19/02/2019 | ||
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Fund Size: £142.37m (as at: 30/11/2024) ISIN: LU1917776467, LU1865149808, LU1917776541, LU1865150210, LU1917776624, LU1865149980 |
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Sustainable, Responsible &/or ESG OverviewFund manager unwilling to supply information (April 2024) |
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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:Objectives & Investment Policy Long-term capital growth by investing in European Equity Markets with a focus on companies with an engagement in a transition into a low-carbon economy in accordance with E/S characteristics. Asssets are invested in accordance with E/S characteristics. Min 70% of fund assets are invested in European Equities as described in the investment objective. Companies which engage in the transition into a low-carbon economy are companies which offer products or solutions with active positive contribution to improvement of the supply,efficiency or quality of a low carbon economy. Max. 40% of assets may be invested in non-European Equity Markets. Max. 10% of assets may be invested in Emerging Markets. Max. 25% of assets may be invested in Money Market Instruments and/or (up to 10% of assets) in money market funds and/or held directly 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/UCI. The fund promotes environmental and socal characteristics (E/S characteristics) with simultaneous application of certain minimum exclusion criteria for direct investments. Fund's pre-contractual template describes all relevant information about the E/S characteristics' scope, details and requirements and applied exclusion criteria. Min. 20% of fund assets will be invested in Sustainable Investments We manage this fund in reference to a Benchmark - MSCI Europe Total Return Net (in EUR). (Source: KIID, as at Janaury 2025) SDR Labelling:Not eligible to use label |
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