Allianz Global EcoTrend
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| ALLIANZ RCM GLOBAL ECO TRENDS |
| INITIAL CHARGE |
DISCOUNT |
REDUCED INITIAL CHARGE |
| 4.0% |
4.0% |
0.0% |
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OUR VIEW:
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This is an intriguing new launch feeding into a global trend at an early stage. The mirror offshore fund has already attracted a lot of money, and this trend is also set fair, as the inevitability of the growth of the environmental technology sector becomes better understood. The shares in this universe are already somewhat more highly rated than the stockmarket as a whole, but so are the expected growth rates.
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| RISK AND YOUR PORTFOLIO: |
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A medium to high risk fund, being global, that could represent up to 5% of your portfolio and be combined with further funds that are tuned into other global trends set fair for this century e.g. infrastructure and the renaissence of emerging markets.
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| ABOUT THE FUND: |
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To seek long-term growth of capital. The Global Eco Trends opportunity is based on the premise that as environmental protection increaslingly becomes a major global focus in the 21st Century, many companies stand to benefit from this phenomenon-namely those that provide solutions.
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| FUND FACTS: |
| LAUNCHED |
FUND SIZE |
ANNUAL CHARGE |
FUND MANAGER |
| 14/02/2008 |
£11.2 million |
1.75% |
Bozena Jankowska
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| FUND PERFORMANCE: To 31st March 2009 |
| 0-12m |
12-24m |
24-36m |
36-48m |
48-60m |
| -33.09% |
- - - |
- - - |
- - - |
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