Allianz Global Investors Fund - Allianz Income and Growth PM (H2-GBP)Register to Unlock Ratings |
Performance History | 30/04/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 20.5 | 12.1 | -20.3 | 16.9 | 2.0 | |
+/-Cat | 16.4 | 4.1 | -9.8 | 9.4 | 0.1 | |
+/-B’mrk | 15.2 | 4.1 | -11.0 | 7.6 | -0.2 | |
Category: GBP Allocation 40-60% Equity | ||||||
Category Benchmark: Morningstar UK Mod Tgt Allo... |
Key Stats | ||
NAV 07/05/2024 | GBP 972.79 | |
Day Change | 0.20% | |
Morningstar Category™ | GBP Allocation 40-60% Equity | |
IA (formerly IMA) Sector | Specialist | |
ISIN | LU0758899339 | |
Fund Size (Mil) 07/05/2024 | USD 47314.91 | |
Share Class Size (Mil) 07/05/2024 | GBP 7.96 | |
Max Initial Charge | 2.00% | |
Ongoing Charge 16/02/2024 | 0.89% |
Morningstar Research |
Analyst Report | 04/10/2023 Hyunmin Kim, Analyst Morningstar, Inc |
Allianz Income and Growth faces some uncertainty after the SEC charged advisor Allianz Global Investors with fraud and disqualified it from providing advisory services to U.S.-registered investment funds in May 2022. That should not change the... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | 24 |
Parent | 22 |
Process | 22 |
Performance | |
Price |
Investment Objective: Allianz Global Investors Fund - Allianz Income and Growth PM (H2-GBP) |
Long term capital growth and income by investing in corporate Debt Securities and Equities of US and/or Canadian equity and bond markets. |
Returns | ||||||||||||||||
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Management | ||
Manager Name Start Date | ||
David Oberto 01/03/2022 | ||
Justin Kass 01/03/2022 | ||
Click here to see others | ||
Inception Date 03/06/2013 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
Not Benchmarked | Morningstar UK Mod Tgt Alloc NR GBP |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Allianz Global Investors Fund - Allianz Income and Growth PM (H2-GBP) | 31/03/2024 |
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