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See Allianz Global Eco Trends fund as a pension fund
See underlying Allianz Global Eco Trends fund

Skandia Allianz Global Eco Trends

Underlying Fund

Allianz Global Eco Trends

FE Crown Rating ( Underlying )

Fund Objective ( Underlying )

The Fund aims to achieve long-term capital growth by investing in companies across the globe that are directly or indirectly active in the following sectors: ecoenergy (alternative energy sources and energy efficiency), pollution control (environmental quality, waste management and recycling), and clean water (water treatment and supply).

Fund Manager ( Underlying )

Vipin Ahuja

Domicile

United Kingdom

Sector

Global Equities

Currency

GBX

Primary Asset Class

Equity

Fund Size

GBX 0.05m as at 30-Apr-2013

Unit Name

Skandia Allianz Global Eco Trends

Inc/Acc

Accumulating 

Citicode

D5E4

Initial Charge

0.00%

Unit Currency

GBX 

ISIN

GB00B3CR1J55 

Annual Charge

1.75%

Bid

GBX 69.70

Offer

GBX 73.30

Change (Offer)

-0.20 (-0.27%)
18-Jun-2013

Unit LaunchDate

08-Sep-2008

Performance Overview

Performance Charts

Cumulative Performance

  YTD 3m 6m 1y 3y 5y
Fund 15.97 -2.65 18.34 22.93 2.65 -
Sector 11.66 -0.68 11.92 20.37 24.35 26.79
 

Discrete Performance (%)

  2012 2011 2010 2009 2008
Fund 3.98 -19.83 -0.41 9.86 -
Sector 10.07 -8.89 14.48 22.59 -22.85

Asset Allocation ( Underlying )

breakdown chart
  Asset Class % of Fund
US Equities 60.90
UK Equities 9.40
Hong Kong Equities 6.50
German Equities 5.50
French Equities 5.00
International Equities 4.50
Danish Equities 3.40
Taiwanese Equities 2.10
Finnish Equities 1.40
Portuguese Equities 1.30

Regional Breakdown ( Underlying )

breakdown chart
  Region % of Fund
USA 60.90
UK 9.40
Hong Kong 6.50
Germany 5.50
France 5.00
Others 4.50
Denmark 3.40
Taiwan 2.10
Finland 1.40
Portugal 1.30

Sector Breakdown ( Underlying )

breakdown chart
  Sector % of Fund
Industrials 51.10
Consumer Goods 14.30
Technology 10.80
Oil & Gas 8.60
Basic Materials 7.60
Health Care 3.40
Utilities 2.70
Others 1.50

All prices in Pence Sterling (GBX) unless otherwise specified. Price performance figures are calculated on a bid price to bid price basis with net income (dividends) reinvested. Performance figures are shown in Sterling.

 
 
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