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

Investment Week reveals winners of Fund Manager of the Year Awards 2025

Investment Week reveals winners of Fund Manager of the Year Awards 2025

Celebrating 30th anniversary of Investment Week

Katrina Lloyd
clock 20 June 2025 • 6 min read
Partner Insight: A full spectrum of 'sustainability focus' labelled funds

Partner Insight: A full spectrum of 'sustainability focus' labelled funds

Piers Hillier and Ed Venner, RLAM
clock 20 June 2025 • 4 min read
Charles Schwab UK's Richard Flynn: Young UK investors leading thematic investing charge

Charles Schwab UK's Richard Flynn: Young UK investors leading thematic investing charge

At a 'tipping point'

Richard Flynn
clock 17 June 2025 • 3 min read
Trustpilot