Thoughtful Investor® Approach
Learn more about our Thoughtful Investor® approach in this short video
Established in 1890, German headquartered Allianz SE provides insurance and investment services. It operates globally with a core purpose to deliver investment products aligned with either a “protection” or “retirement” need. We view both these aims as inherently socially positive.
The Property/Casualty insurance activities provide insurance products to consumers directly and through brokers/intermediaries. “Health Insurance” extends the protection solutions to cover traditional Health and long-term care insurance as well as providing health or term-linked savings products such as annuities.
Asset Management activities additionally provide standalone investment products to “high street” customers and other investment groups or intermediaries through the Allianz or PIMCO brands. Although headquartered in Germany, the group generates a significant proportion of its revenues from outside of Europe.
Learn more about our Thoughtful Investor® approach in this short video
Learn more about how we screen investments and find out about the controversial services and sectors we wouldn't invest in
Learn why we're known as the Thoughtful Investor® with Castlefield founder John Eckersley
Information is accurate as at 01.09.2025. Opinions constitute the fund manager’s judgement as of this date and are subject to change without warning. The officers, employees and agents of CIP may have positions in any securities mentioned herein. This material may not be distributed, published or reproduced in whole or in part. With investment, capital is at risk.
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