Allianz Best Styles US Equity AT Cap EUR

Long-term capital growth by investing in US Equity Markets in accordance with E/S characteristics. The Investment Manager may engage in foreign currency overlay and thus assume separate foreign currency risks with regard to currencies of OECD member states, even if the Sub-Fund does not include any assets denominated in these respective currencies. Sub-Fund assets are invested in accordance with E/S characteristics. Min. 70% of Sub-Fund assets are invested in US Equities Markets as described in the investment objective. Max. 30% of Sub-Fund assets may be invested in non-US Equity Markets. Max. 30% of Sub-Fund assets may be invested in Emerging Markets. Max. 25% of Sub Fund assets may be invested in Money Market Instruments and/or (up to 10% of Sub-Fund assets) in money market funds and/or held directly in time deposits and/or (up to 20% of Sub-Fund assets) in deposits at sight for liquidity management. Max. 15% of Sub-Fund assets may be invested in convertible Debt Securities, thereof max. 10% of Sub-Fund assets may be invested in contingent convertible bonds. Max. 10% of Sub-Fund assets may be invested in target funds (UCITS/UCI). All bonds and money market instruments must have at the time of acquisition a rating of at least B- or a comparable rating from a recognised rating agency. Sub-Fund classifies as "equity-fund" according to German Investment Tax Act (GITA). The Sub-Fund promotes environmental and social characteristics (E/S characteristics) with simultaneous application of certain minimum exclusion criteria for direct investments. Sub-Fund's pre-contractual template describes all relevant information about the E/S characteristics' scope, details, and requirements and applied exclusion criteria. Min. 90% of Sub-Fund's portfolio shall be evaluated by an internal score. The score starts at 0 (lowest) and ends at 4 (highest). The basis for the calculation of the 90% threshold is the Sub-Fund`s net asset value except instruments that are not scored by nature, e

PIR compliant

No

PEA compliant

No

PEA-PME compliant

No