Allianz UK Listed Opportunities Fund
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Experienced portfolio management team
The Fund is managed by Richard Knight and Simon Gergel, lead and deputy portfolio managers, respectively. The pair are principally responsible for managing UK equities, with Simon serving as CIO UK Equity. Simon and Richard sit within the broader European Dividend & Value team, which consists of 8 investment professionals, and operate as part of the global investment platform, which brings a valuable broader context to the managers’ work.
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ASSET TV UK EQUITIES MASTERCLASS
27 September 2022
What are the current movements in the UK equity market and how are fund managers positioning their portfolios accordingly?
- Allianz Global Investors, Richard Knight, Portfolio Manager
- Church House, Fred Mahon, Fund Manager
- Rathbones, Alexandra Jackson, UK Opportunities Fund Manager
Related Insights
Opportunities
- High return potential of stocks in the long run
- Investments specifically in the UK stock market
- Possible extra returns through single security analysis and active management
- Broad diversification across sectors and market caps
Risks
- High volatility of stocks, losses possible. The volatility of fund unit prices may be strongly increased
- Underperformance of the UK stock market possible
- Success of single security analysis and active management not guaranteed
1This fund uses the specified benchmark as a target. This means that the index shown is part of a target set for the fund’s performance to match or exceed.
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.
Allianz UK Listed Opportunities Fund is a sub-fund of Allianz UK & European Investment Funds, an open-ended investment company with variable capital with limited liability organised under the laws of England and Wales. The value of the units/shares which belong to the Unit/Share Classes of the Sub-Fund that are denominated in the base currency may be subject to a strongly increased volatility. The volatility of other Unit/Share Classes may be different. Past performance does not predict future returns. 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. This is for information only and not to be construed as a solicitation or an invitation to make an offer, to conclude a contract, or to buy or sell any securities. The products or securities described herein may not be available for sale in all jurisdictions or to certain categories of investors. This is for distribution only as permitted by applicable law and in particular not available to residents and/or nationals of the USA. The investment opportunities described herein do not take into account the specific investment objectives, financial situation, knowledge, experience or specific needs of any particular person and are not guaranteed. The Management Company may decide to terminate the arrangements made for the marketing of its collective investment undertakings in accordance with applicable de-notification regulation. 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 at the time of publication. The conditions of any underlying offer or contract that may have been, or will be, made or concluded, shall prevail.
For a free copy of the sales prospectus, incorporation documents, daily fund prices, Key Investor Information Document, latest annual and semi-annual financial reports, contact the issuer at the address indicated below or regulatory.allianzgi.com. Please read these documents, which are solely binding, carefully before investing. 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.