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ALLIANZ FUNDS PROFILE 
All data as of 02.28.10, unless otherwise indicated. 
Allianz NACM International Growth Fund A (AIFAX)
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About this Fund Performance Portfolio Review & Outlook Literature
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Fund Overview
Highlights
  • Seeks long-term capital growth from a diversified portfolio of non-U.S. stocks.
  • Primary focus on developed countries across all market capitalizations, with limited exposure to emerging markets.
  • Invests in companies with above-average earnings growth that are positioned in strong growth areas.
  • Nicholas-Applegate’s unique combination of traditional and quantitative analysis helps reinforce stock selection and manage risk.
Why Invest in this Fund
  1. An actively-managed international growth holding, with a concentration on developed countries.
  2. An established track record through full market cycles.
  3. A Fund manager with more than 20 years of investment experience, including extensive global expertise.
Investment Process
  • Investment universe comprises 1,022 stocks located outside the U.S., primarily in developed countries.
  • Investment ideas are generated from traditional and quantitative sources that make up the firm’s proprietary global research platform.
  • Bottom-up stock selection identifies candidates exhibiting relative price strength, earnings acceleration and positive fundamental change (e.g., new products, new products or a changing competitive environment).
  • Top-down analysis confirms economic conditions and relative price strength of the sector.
  • Disciplined risk management is maintained throughout.
At A Glance
Symbol Lookup
 
Symbol
CUSIP
A Shares
AIFAX
01900C102
Objective
Seeks long-term capital appreciation

Primary Portfolio
Equity securities of non-U.S. companies

Total Fund Assets (in millions)
$4.0

Inception Date
Dec 27, 1996

Dividend Frequency
At Least Annually

Maximum Sales Charge
5.50%

Net Expense Ratio
1.560%

Gross Expense Ratio
2.560%

> Share Class Pricing

Manager
Pedro Marcal

Pedro Marcal is a Senior Vice President and portfolio manager for NACM, joining the firm in 1994. During his tenure he has been instrumental in forming the firm’s global equity strategy, including a 7 year term as lead portfolio manager of Nicholas-Applegate Emerging Countries strategies. Prior to NACM Pedro spent 5 years as an economist at A.B. Laffer & Associates and a precious metals trader at A-Mark Precious Metals.

Manager
Horacio Valeiras

Horacio Valeiras is managing director and chief investment officer of the firm as well as Head of the research team that oversees Nicholas-Applegate's systematic equity strategies.

Management Firm
Nicholas-Applegate Capital Management LLC (NACM)



> Management Commentary Management Firm
Oppenheimer Capital LLC (OCC)



> Management Commentary

Investors should consider the investment objectives, risks, charges and expenses of this Fund carefully before investing. This and other information is contained in the Fund´s prospectus and summary prospectus, if available, which may be obtained by contacting your financial advisor, or by calling 888-877-4626. Click here for the Fund´s prospectus or summary prospectus. Please read them carefully before you invest or send money.

December 27, 1996 is the inception date of the Nicholas-Applegate International Growth Equity Fund (the 'Predecessor Fund'), which was reorganized into the Allianz NACM International Growth Equity Fund on 1/30/09

 

This is not an offer or solicitation for the purchase or sale of any financial instrument. It is presented only to provide information on investment strategies and opportunities. The material contains the current opinions of the author, which are subject to change without notice. Statements concerning financial market trends are based on current market conditions, which will fluctuate. References to specific securities and issuers are for illustrative purposes only and are not intended to be, and should not be interpreted as, recommendations to purchase or sell such securities.

 

This Fund invests primarily in equity securities of companies located outside of the United States. Investing in foreign securities may entail risk due to foreign economic and political developments; this risk may be enhanced when investing in emerging markets. The fund may invest in small and medium-sized companies, which may entail greater risk than larger companies, including higher volatility. This Fund may use derivative instruments for hedging purposes or as part of its investment strategy. Use of these instruments may involve certain costs and risks such as liquidity risk, interest rate risk, market risk, credit risk, management risk and the risk that a fund could not close out a position when it would be most advantageous to do so. Portfolios investing in derivatives could lose more than the principal amount invested in those instruments.

 

PIMCO Funds and Allianz Funds are distributed by Allianz Global Investors Distributors LLC, 1345 Avenue of the Americas, New York, NY 10105-4800, www.allianzinvestors.com, 1-888-877-4626.

 

Investment Products: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED
CLICK TO VIEW OUR BUSINESS CONTINUITY PLAN, PROXY POLICIES & VOTING RECORDS, OR OUR PRIVACY POLICY.
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