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Ziel der Anlagepolitik ist es unter Anwendung der Strategie für nachhaltige Schlüsselindikatoren mit relativem Ansatz (die „KPI-Strategie (relativ)“), auf langfristige Sicht Kapitalwachstum durch Engagement vorwiegend an den deutschen Aktienmärkten im Rahmen der Anlagegrundsätze zu erwirtschaften. Die Gesellschaft verfolgt bei der Verwaltung des Fonds einen aktiven Managementansatz. Dies bedeutet, dass das Fondsmanagement auf der Grundlage des Investmentprozesses unter Anwendung der unten beschriebenen Strategie für nachhaltige und verantwortungsvolle Anlagen über die Auswahl und die Gewichtung der einzelnen nach dem KAGB und den Anlagebedingungen des Fonds zugelassenen Vermögensgegenstände selbstständig und unabhängig entscheidet. Der Fonds bzw. eine oder mehrere Anteilklassen des Fonds werden in Bezug auf einen Referenzwert gemäß Artikel 7 Absatz 1 Buchstabe d) der Verordnung (EU) Nr. 583/2010 der Kommission verwaltet. Der Vergleichsindex des Fonds ist der DAX.
Name | Titel | Seit | Bis |
---|---|---|---|
Stefan Dudacy | - | 2024 | Aktuell |
Thomas Orthen | Lead Portfolio Manager | 2017 | Aktuell |
Biografie | Thomas Orthen is the lead portfolio manager for Fondak, one of Allianz Global Investors' flagship German equity funds, and for Allianz Vermögensbildung Deutschland. He has over 15 years of investment-industry experience and has been a member of the dedicated German equities team since its formation in 2017. Previously, he was portfolio manager in the equity team for Europe's emerging markets and has been responsible for equity selection for Russian equities since 2010. Thomas joined Allianz Global Investors in 2005 as part of the graduate trainee program. After the graduate program, his portfolio manager career began in the global emerging markets team with a focus on stock selection in South Africa, Africa and Brazil. Thomas holds a BA in International Business from the University of Plymouth and a Diplom-Betriebswirt (FH) degree from the University of Applied Sciences in Dortmund. He is also a CFA charterholder. | ||
Christoph Berger | CIO (Chief Investment Officer) | 2017 | Aktuell |
Biografie | Christoph Berger is CIO Equity Europe and has been head of the German equity team since its inception in 2017, as well as being head of the Customized Equities team since its inception in 2015. The German equity team focuses on our flagship funds Concentra and Fondak as well as the German small and mid cap equity strategies. The Customised Equities team has been managing European equity portfolios of institutional clients with several billion Euros in assets under management since 2009, where each portfolio is tailored to specific, often regulatory and sustainability requirements. Prior to 2009, he was part of the cominvest equities team, where he was a top-ranking analyst for the Industrial Goods & Services and Construction & Building Materials sectors, as well as manager of cominvest Plusfonds and cominvest Fondak Europe, and co-manager of cominvest Fondak. Previously, he worked as a research analyst for capital goods and building materials/construction. He joined the firm in having started in the industry in 1999. Christoph holds a degree in Business Administration (BA) from the Baden-Wuerttemberg Cooperative State University Mannheim. He holds the CFA Charter and is a DVFA / CEFA investment analyst. | ||
Andreas Hildebrand | - | 2012 | 2017 |
Biografie | Andreas Hildebrand is a Portfolio Manager and Director with Allianz Global Investors, which he joined in 2007. He is Lead Portfolio Manager for the Euroland Equity Growth strategy, Deputy Portfolio Manager for the Europe Equity Growth Select strategy, and became Co-Deputy Portfolio Manager of the Global Equity Growth strategy in 2020. Andreas previously worked in the firm’s Equity Research department, covering European Healthcare. He has 12 years of investment industry experience. Andreas has a Master’s degree in Economics from Ludwig Maximilians University, Munich, with additional studies at University Libre de Bruxelles and Solvay Business School. He is a CFA charterholder. | ||
Matthias Born | - | 2007 | 2017 |
Biografie | Matthias Born took up managing the flagship fund Concentra in 2007. He also continues to contribute his considerable expertise in German and Austrian stocks to the European & German Mid/Small Cap Team. As a member of this team from 2001-2009, Matthias had successfully managed the Allianz RCM Wachstum Deutschland Fund since 2002, as well as institutional mandates that are invested in European Small Caps. He was also the co-manager for Allianz RCM Nebenwerte Deutschland since 2002. Prior to joining RCM, he also worked for the Middle Market Group (Global Corporate Finance) at Dresdner Bank. Matthias holds a masters degree in Business Administration from the University of Würzburg. | ||
Frank Hansen | Portfolio Manager | 2007 | 2012 |
Biografie | Mr. Hansen, CFA, is a portfolio manager with Allianz Global Investors, which he joined in 1999. He is a member of the European & German Mid/Small Caps team. Mr. Hansen previously worked at UBS Frankfurt in the private banking division; he also worked at UBS Zurich as a portfolio manager for institutional accounts and a financial analyst for German small caps. Before that, he worked at Dresdner Bank in the institutional asset-management division, with special responsibility for European small caps. Mr. Hansen has an M.B.A. from the University of Hamburg. | ||
Wilhelm Heinrichs | - | 2002 | 2007 |
Biografie | Started at Fund Company in 1990. Started to manage Fund in 1990. |
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