Allianz Pet and Animal Wellbeing Fund
SRI Style:
Other
SDR Labelling:
Not eligible to use label
Product:
SICAV/Offshore
Fund Region:
Global
Fund Asset Type:
Equity
Launch Date:
22/01/2019
Last Amended:
Dialshifter (
):
Fund Size:
£258.70m
(as at: 30/11/2024)
ISIN:
LU1931535857, LU1953143572, LU1934578862, LU1931536749, LU2314670170
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:
Long-term capital growth by investing in global Equity Markets with a focus on the evolution and development of pet and animal wellbeing in accordance with E/S characteristics.
Assets are invested in accordance with E/S characteristics.
Min. 70% of Fund assets are invested in companies with a focus on the evolution and developemnt of pet and anumal wellbeing as described in the investment objective. Fund asset may be - even completely - invested in Emerging Markets.
Max. 30% of Fund assets may be invested in Equities other than described in the investment objective.
Max. 25% of Fund assets may be held directly in time deposits and/or (up to 20% of Fund assets) in deposits at sight and/or invested in Money Market Instruments and/or (up to 10% of Fund assets) in money market funds for liquidity management.
Max. 10% of Fund assets may be invested in UCITS and/or UCI.
Max. 10% of Fund assets may be invested in the China A-Shares Markets. 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 and targets a specific minimum allocation into sustainable investments. Fund's pre-comtractual template describes all relevant information about the E/S characterisics' scope, details and requirements and appliced exclusion criteria.
Min. 80% of Fund’s portfolioare used to meet the environmental or social characteristics as promoted by this fund. Portfolio in this respect does not comprise derivatives and instruments that are non-evaluated by nature (e. g., cash and deposits).
Min. 20% of Fund assets will be invested in Sustainable Investments.
We manage this fund in reference to a Benchmark: MSCI AC World (ACWI) Total Return Net (in EUR)
(Source: KIID, as at January 2025)
SDR Labelling:
Not eligible to use label
| Fund Name | SRI Style | SDR Labelling | Product | Region | Asset Type | Launch Date | Last Amended |
|
|---|---|---|---|---|---|---|---|---|
Allianz Pet and Animal Wellbeing Fund |
Other | Not eligible to use label | SICAV/Offshore | Global | Equity | 22/01/2019 | ||
|
Fund Size: £258.70m (as at: 30/11/2024) ISIN: LU1931535857, LU1953143572, LU1934578862, LU1931536749, LU2314670170 |
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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:Long-term capital growth by investing in global Equity Markets with a focus on the evolution and development of pet and animal wellbeing in accordance with E/S characteristics. Assets are invested in accordance with E/S characteristics. Min. 70% of Fund assets are invested in companies with a focus on the evolution and developemnt of pet and anumal wellbeing as described in the investment objective. Fund asset may be - even completely - invested in Emerging Markets. Max. 30% of Fund assets may be invested in Equities other than described in the investment objective. Max. 25% of Fund assets may be held directly in time deposits and/or (up to 20% of Fund assets) in deposits at sight and/or invested in Money Market Instruments and/or (up to 10% of Fund assets) in money market funds for liquidity management. Max. 10% of Fund assets may be invested in UCITS and/or UCI. Max. 10% of Fund assets may be invested in the China A-Shares Markets. 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 and targets a specific minimum allocation into sustainable investments. Fund's pre-comtractual template describes all relevant information about the E/S characterisics' scope, details and requirements and appliced exclusion criteria. Min. 80% of Fund’s portfolioare used to meet the environmental or social characteristics as promoted by this fund. Portfolio in this respect does not comprise derivatives and instruments that are non-evaluated by nature (e. g., cash and deposits). Min. 20% of Fund assets will be invested in Sustainable Investments. We manage this fund in reference to a Benchmark: MSCI AC World (ACWI) Total Return Net (in EUR)
(Source: KIID, as at January 2025)
SDR Labelling:Not eligible to use label |
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