AllianzGI to introduce 'outperformance' fee model to UK retail investors

To be implemented on five UK funds next month

Jayna Rana
clock • 4 min read

Allianz Global Investors has announced plans to introduce a new 'outperformance' fee model on a number of its funds, which it said is in response to the rise of passive vehicles.

The group has proposed introducing a lower fixed basis fee of 20bps across a number of its UK retail funds alongside, provided the fund beats its benchmark, an additional outperformance fee of 20%. It will initially be implemented through a new 'outperformance' share class on five of its equity funds including the Allianz Best Styles Global Equity, Emerging Market Equity, Global Equity Insights, UK Mid Cap and UK Opportunities funds. This will take place next month and depending on industry response, could be introduced for other vehicles.  The launch of this share class represents...

To continue reading this article...

Join Investment Week for free

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on Investment

Partner Insight: Beyond the tech giants: a broader perspective on US opportunities

T.Rowe Price
clock 26 March 2025 • 2 min read
Stories of the week: UK budget headroom, global growth, and the Bank of Japan

Stories of the week: UK budget headroom, global growth, and the Bank of Japan

UK growth forecasts, Premier Milton, and TIME Investments: The biggest stories from the world of investment and asset management this week

clock 21 March 2025 • 1 min read
BCA Research's Eric Jaffe: Market uncertainty exposes AI's weakness

BCA Research's Eric Jaffe: Market uncertainty exposes AI's weakness

Importance of human-led insights 'undeniable'

Eric Jaffe
clock 19 March 2025 • 3 min read
Trustpilot