Allianz Liquid Alternatives

While some of our liquid alternative strategies were founded over ten years ago, the AllianzGI Liquid Alternatives platform was established in 2014 bringing all of our alternative strategies under one banner. Since that time we have expanded our range of alternative offerings to suit the needs of our investors.

Alternative Strategies have become more popular with Institutional Investors as these strategies tend to produce different performance patterns than long-only stocks and bonds under the same market conditions. Many alternative strategies have been designed to maintain a low beta, so they move less in line with the market, providing diversification, and the potential for protection in down markets. Additionally, in Europe, as a result of tax transparency considerations related to the Alternative Investment Fund Managers Directive (AIFMD), “Liquid alternative” mutual funds and UCITS funds have made alternative investment strategies more accessible to investors who prefer or require regulated investment vehicles. Our alternative strategies are accessible via UCITS vehicles and additionally as segregated mandates depending on our clients’ requirements.

At Allianz Global Investors we offer a wealth of attractive strategies that benefit from our global presence and significant investment in fundamental research including:

• Discovery Europe Opportunities Strategy – an equity market-neutral strategy which is managed by the same team as our highly successful Discovery Europe and Discovery Germany strategies. The strategy is based on fundamental stock picking and combines a market-neutral portfolio construction with active sector and country views. The team aims to be non-consensus in their positioning and selectively employs derivatives to give additional flexibility in implementing their views.
• Merger Arbitrage Strategy – a strategy designed to capture the residual deal risk premium in announced corporate transactions that are highly de-risked and have significant probability of completion.
• Volatility Strategy – a strategy which, on a systematic basis, provides exposure for investors to the premium available in markets of implied versus realised volatility.

Investing involves risk. The value of an investment and the income from it may fall as well as rise and investors might not get back the full amount invested.  

Past performance is not a reliable indicator of future results. If the currency in which the past performance is displayed differs from the currency of the country in which the investor resides, then the investor should be aware that due to the exchange rate fluctuations the performance shown may be higher or lower if converted into the investor’s local currency.

The views and opinions expressed herein, which are subject to change without notice, are those of the issuer companies at the time of publication. The data used is derived from various sources, and assumed to be correct and reliable, but it has not been independently verified; its accuracy or completeness is not guaranteed and no liability is assumed for any direct or consequential losses arising from its use, unless caused by gross negligence or wilful misconduct. The conditions of any underlying offer or contract that may have been, or will be, made or concluded, shall prevail. 

This is a marketing communication issued by Allianz Global Investors UK Limited, 199 Bishopsgate, London, EC2M 3TY, www.allianzglobalinvestors.co.uk.  Allianz Global Investors UK Limited, company number 11516839, is authorised and regulated by the Financial Conduct Authority.  Details about the extent of our regulation are available from us on request and on the Financial Conduct Authority's website (www.fca.org.uk). The duplication, publication, or transmission of the contents, irrespective of the form, is not permitted; except for the case of explicit permission by Allianz Global Investors UK Limited.