Allianz Global Investors Fund - Allianz Income and Growth AT (H2-EUR)Register to Unlock Ratings |
Performance History | 29/02/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 26.4 | 3.8 | -17.4 | 12.0 | 0.5 | |
+/-Cat | 18.2 | 1.2 | -9.4 | 6.2 | -0.2 | |
+/-B’mrk | 16.3 | -0.8 | -10.1 | 3.6 | -0.7 | |
Category: EUR Moderate Allocation - Global | ||||||
Category Benchmark: Morningstar EU Mod Gbl Tgt ... |
Key Stats | ||
NAV 27/03/2024 | EUR 152.72 | |
Day Change | -0.24% | |
Morningstar Category™ | EUR Moderate Allocation - Global | |
ISIN | LU1070113664 | |
Fund Size (Mil) 27/03/2024 | USD 47364.61 | |
Share Class Size (Mil) 27/03/2024 | EUR 80.64 | |
Max Initial Charge | 5.00% | |
Ongoing Charge 16/02/2024 | 1.55% |
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 AT (H2-EUR) |
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 12/08/2014 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
Not Benchmarked | Morningstar EU Mod Gbl Tgt Alloc NR EUR |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Allianz Global Investors Fund - Allianz Income and Growth AT (H2-EUR) | 29/02/2024 |
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