Animal Day: a fund and ETF investing in pets

Animal Day, a special time dedicated to celebrating our bond with the animal kingdom, also resonates with the investment world. More and more attention is being paid to companies that embrace the cause of animal welfare and health.

In this article we will introduce you to a fund and an ETF that invest in pet health, analyzing their characteristics and performance so that you can decide whether or not to invest in them.

Allianz Pet and Animal Wellbeing AT H2 EUR Fund

The Allianz Pet and Animal Wellbeing AT H2 EUR, which was launched on 22 January 2019, is a fund that focuses on investments in companies related to animal welfare and care, including sectors such as animal health, pet products, and veterinary services.

It is a fund that belongs to the Morningstar Equity Other category and is managed by Allianz Global Investors. The fund managers are Oleksandr Pidlubnyy and Andreas Fruschki, who both joined in July 2022. The objective of this fund is "long-term capital growth through equity investments in global equity markets with a focus on the evolution and development of animal and pet welfare":

Source: Morningstar as of September 21, 2023

Main portfolio companies

Let's take a look at the investment portfolio of this fund to see which companies are the most invested:

Source: Morningstar as of September 21, 2023

Returns

As far as the performance of this fund is concerned, these are the returns recorded from launch to 21/September/2023:

• YTD return: 0.48%
• Yield 1 year: 3.37
• Yield 3 years: -3.25

ProShares Pet Care ETF (PAWZ)

ProShares Pet Care ETF (PAWZ) is an ETF that aims to track the performance of an index composed of companies active in the pet care industry. This ETF offers investors the opportunity to participate in the growth potential of the market related to pet products and services.

It is an ETF launched on 5 November 2019 that belongs to the Morningstar US Fund Miscellaneous Sector category and is managed by ProShares. The fund managers are Oleksandr Pidlubnyy, who arrived in August 2020, and Andreas Fruschki, who arrived in March 2023.

Source: Morningstar as of September 21, 2023.

Main portfolio companies

Let's examine the composition of this ETF's investment portfolio to identify the companies that have received a higher capital allocation.

Source: Morningstar as of September 21, 2023.

Returns

Regarding the performance of this fund, these are the returns recorded from the launch date to September 21, 2023:

• YTD Return: -2.30%
• 1-Year Return: -0.44%
• 3-Year Return: -6.32%