AllianzGI utökar produktutbudet med framgångsrik amerikansk värdestrategi från partner Voya IM

Allianz Global Investors (AllianzGI) erbjuder nu en andra, väletablerad och framgångsrik strategi från Voya Investment Management (Voya IM), Allianz US Large Cap Value.

Fonden kommer att vara förpackad i en UCITS-struktur och tillgänglig för kunder i Europa och Asien. Med utgångspunkt i Voya IM:s unika värdemetodik investerar Allianz US Large Cap Value i stora amerikanska bolag som portföljförvaltningsteamet anser är attraktivt värderade.

Till skillnad från många andra värdestrategier baseras aktieurvalsprocessen för Allianz US Large Cap Value på en unik kombination av nyckeltal för företagsvärdering. "Excess Capital Yield" (ECY)-måtten, som är centralt för modellen, tar hänsyn till likvida finansiella medel, fritt kassaflöde, utdelningar och möjligheter till att optimera balansräkningen. Enligt förvaltarteamet ger ECY information om vilka finansiella resurser som kan användas produktivt av företaget och möjliggör identifiering av lovande aktier i sektorjämförelser. Aktieurvalsprocessen kompletteras av flera kvalitativa och kvantitativa värderingsfaktorer samt avancerad riskhantering.
 

– Vi är glada över att kunna erbjuda våra kunder en beprövad amerikansk aktieprodukt från Voya IM. Detta är den andra produkten, förutom Allianz US Investment Grade Credit Bond, som vi lanserar på marknaden tillsammans med vår partner Voya IM. Med den aktivt förvaltade fonden Allianz US Large Cap Value kan kunder få exponering mot amerikanska aktier, vilket är en strategisk och viktig allokering för många av våra europeiska kunder, säger Philip von Platen, Head of Nordic Region. 

Kontakter
Philip von Platen, Head of Nordic region, +46705222234,  philip.vonplaten@allianzgi.com
Carl Winnberg. Head of Nordic Wholesale, +46721682228,  carl.winnberg@allianzgi.com

About Allianz Global Investors
Allianz Global Investors is a leading active asset manager with more than 600 investment professionals in over 20 locations worldwide, managing assets of €520 billion. We invest for the long term and strive to create value for our clients at every stage of the process. We do this by being proactive - in the way we work with our clients and anticipate their changing needs, and by developing solutions based on expertise in exchange-traded and private markets. Our focus on protecting and enhancing the value of our clients' assets naturally leads to a commitment to sustainability to effect positive change. Our goal is to enhance the investment experience for our clients, regardless of their location or objectives.

Data as at 30 June 2023. Total assets under management are the assets or securities portfolio valued at current market value for which the Allianz Asset Management companies are responsible to clients for discretionary investment decisions and portfolio management, either directly or through a sub-advisor. Excluded are assets for which the Allianz Asset Management Companies are primarily responsible only for administrative sAdervices. Assets under management are managed both on behalf of third parties and on behalf of the Allianz Group.

Disclaimer. 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 US Large Cap Value is a sub-fund of Allianz Global Investors Fund SICAV, an open-ended investment company with variable share capital organised under the laws of Luxembourg. 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 Information Document, latest annual and semi-annual financial reports, contact the management company Allianz Global Investors GmbH in the fund’s country of domicile, Luxembourg, or 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 GmbH, www.allianzgi.com, an investment company with limited liability, incorporated in Germany, with its registered office at Bockenheimer Landstrasse 42-44, 60323 Frankfurt/M, registered with the local court Frankfurt/M under HRB 9340, authorised by Bundesanstalt für Finanzdienstleistungsaufsicht (www.bafin.de). The Summary of Investor Rights is available in English, French, German, Italian and Spanish at https://regulatory.allianzgi.com/en/investors-rights