Allianz Global Investors Fund - Allianz Global Credit SRI IT USD

Morningstar Rating™(Relative to Category)31/08/2020
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearBelow AverageAverage2 star
5-Year*Below AverageAverage2 star
10-Year*AverageAverage3 star
Overall*AverageAverage3 star
Click here to see our Methodology
1 Year Daily Volatility Chart (annualised)
  • Allianz Global Investors Fund - Allianz Global Credit SRI IT USD
  • BBgBarc Gbl Agg Corp TR USD
Volatility Measurements31/08/2020
3-Yr Std Dev8.49 %
3-Yr Mean Return2.78 %
3-Yr Sharpe Ratio0.26
Modern Portfolio Statistics31/08/202031/08/2020
 Standard IndexBest Fit Index
 BBgBarc Gbl Agg Corp TR USD  BBgBarc Gbl Agg Corp TR USD
3-Yr Beta1.051.05
3-Yr Alpha-1.45-1.45
* This share class has performance data calculated prior to the inception date, 2016-11-04. This is based upon a simulated/extended track record, using the track record of Rogge Global Credit USD (ISIN: IE00B4L62751), and is in accordance with Morningstar’s Extended Performance Methodology paper. To find out more about this, click here.
In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(

Audience Confirmation

By clicking 'accept' I acknowledge that this website uses cookies and other technologies to tailor my experience and understand how I and other visitors use our site. See 'Cookie Consent' for more detail.

  • Other Morningstar Websites
© Copyright 2020 Morningstar, Inc. All rights reserved.

Terms of Use        Privacy Policy        Cookies