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BRICs have outperformed other markets…
400
%
0
Source: RCM/Mellon Analytical Services, as at 30.11.09 in GBP. Total return net dividends.
Net dividend version of the MSCI BRIC Index started in 29.12.00.
BRICs have all performed individually…
02 03 04 05 06 07 08 09 1 Cumulative
1st Russia Brazil Brazil Russia China Brazil China Brazil Brazil +635%
2nd India China India Brazil Russia India Brazil Russia India +409%
3rd China India Russia India India China India India China +322%
4th Brazil Russia China China Brazil Russia Russia China Russia +235%
Source: Lipper, as at 30.11.09 in GBP. 1 Year to date. Total return net dividends.
BRICs dominate the emerging market universe…
Number of companies
160
0 -2
Hungary
1
South Africa
Russia
222
Poland
Israel
Czech Columbia
Emerging
Markets
8 years, 11 months
Taiwan
Brazil
Source: RCM, MSCI, GDP forecasts, as at 31.7.09. Market capitalisation, number of companies, as at 01.9.09.
MSCI used as proxy for investable universe.
Korea
Malaysia
Thailand
Indonesia
Chile Phillipines
Egypt
Peru
GDP 2010 estimated growth (%)
Allianz RCM BRIC Stars Fund
The truth about BRICs
bricstars.co.uk
321
BRIC
MSCI World
MSCI Emerging Markets
MSCI BRIC
India
China
12
and have added more return than risk
Source: RCM/Mellon, as at 30.11.09 in GBP.
but as a group have delivered less volatility
Standard deviation 5 Years to 30.11.09. Annualised total return, tax default, in GBP vs. standard deviation
annualised total return, tax default, in GBP. Source: Lipper, as at 30.11.09. MSCI indices.
but maintain huge potential for growth
1st within
Emerging Markets:
+75.7% growth YTD09*
Source: RCM, MSCI, GDP forecasts, as at 31.7.09. Market capitalisation, number of companies, as at 01.9.09.
MSCI used as proxy for investable universe.
*Source: Lipper to 30.11.09, bid to bid after basic rate tax. Year to date, the Fund is ranked 1/33 within the IMA Global Emerging Markets sector. Details of the specific and general risks associated
with this fund are contained within the Simplified Prospectus. You should always read this before investing. For a copy visit www.allianzgi.co.uk or telephone 0800 84 84 94. You should not make
any assumptions on the future on the basis of performance information. The value of an investment and the income from it can fall as well as rise as a result of market and currency fluctuations
and you may not get back the amount originally invested. Issued by Allianz Global Investors (UK) Ltd. Registered office: 1st Floor, 155 Bishopsgate, London, EC2M 3AD. Authorised and regulated
by the Financial Services Authority.
Annual return (%)
Annual return (%)
Number of companies
11
0% BRIC
100% global equities
5
15.5 Annualised volatility
18
45
BRIC China
Brazil
India
Russia
5
28 Standard deviation
37
800
0 0
Euro
UK
Russia
USA
Brazil India
GDP 2010 estimated growth (%)
20% BRIC
80% global equities
10% BRIC
90% global equities
China
12
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