Allianz Global Investors Fund - Allianz SGD Income W SGD

Morningstar Rating™(Relative to Category)31/08/2020
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-Year*HighHigh5 star
5-Year*--Not Rated
10-Year*--Not Rated
Overall*HighHigh5 star
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1 Year Daily Volatility Chart (annualised)
  • Allianz Global Investors Fund - Allianz SGD Income W SGD
  • Markit iBoxx ALBI Singapore TR SGD
Volatility Measurements31/08/2020
3-Yr Std Dev*7.69 %
3-Yr Mean Return*4.29 %
3-Yr Sharpe Ratio*0.47
Modern Portfolio Statistics31/08/202031/08/2020
 Standard IndexBest Fit Index
 Markit iBoxx ALBI Singapore TR SGD  Markit iBoxx Asian USD HighYld Bd TR USD
3-Yr Beta*0.590.60
3-Yr Alpha*2.272.11
* This share class has performance data calculated prior to the inception date, 2018-10-26. This is based upon a simulated/extended track record, using the track record of Allianz SGD Income AM SGD (ISIN: SG9999016315), 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(

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