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Allianz Income and Growth - AT - USD
Ranked 1 out of 16 in -
Flexible USD
over 12 months
All calculations are in EUR unless stated
Managed by
Objective
We invest directly or using derivatives in bonds and equivalent securities and up to 70% of the Sub-Fund's assets in equities and equivalent securities. Up to 70% of the Sub-Fund's assets may be invested in convertible bonds, in bonds with warrants and as well in so-called High-Yield bonds bearing a typically higher risk and higher potential of gains. At least 80% of the Sub-Fund's assets must be invested in assets whose issuers are companies that have their registered office in the USA or in Canada or whose repayment is guaranteed by such company. Mortgage-backed securities (MBS) and asset-backed securities (ABS) may not exceed 20 % of the value of the assets of the Sub-Fund.
Performance
Flexible USD
over :
31/08/2017 -
31/08/2018
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Rank 1/16 Total Return
-
Rank 15/16 Standard Deviation
-
Rank 6/16 Max Drawdown
| Fund Name | Currency | Return | |
|---|---|---|---|
| 1 | Allianz Income and Growth - AT - USD | EUR | 14.0% |
| 2 | MFS Meridian Funds-Prudent Wealth A1 USD | EUR | 12.2% |
| 3 | T Rowe Global Allocation Extended Fund A | EUR | 9.2% |
| 4 | AB FCP I-Dynamic Diversified Portfolio CX USD | EUR | 7.4% |
| 5 | UBS (Lux) KSS-Global Allocation (USD) P-acc | EUR | 7.2% |
| View full league table | |||
| Fund Name | Currency | Risk | |
|---|---|---|---|
| 12 | Schroder ISF Multi-Asset Gro and Inc B Dis MV | EUR | 7.2 |
| 13 | NN (L) Multi Asset Factor Opp I Cap EUR Hedi | EUR | 7.3 |
| 14 | Fidelity Funds - Gl MA Tct Moderate A-ACC-EUR | EUR | 7.7 |
| 15 | Allianz Income and Growth - AT - USD | EUR | 8.5 |
| 16 | BNY Mellon Dynamic Total Return A Acc USD | EUR | 9.0 |
| View full league table | |||
| Fund Name | Currency | Loss | |
|---|---|---|---|
| 4 | AB FCP I-Dynamic Diversified Portfolio CX USD | EUR | -3.8% |
| 5 | BGF Asian Multi Asset Growth A2 USD | EUR | -4.0% |
| 6 | Allianz Income and Growth - AT - USD | EUR | -4.1% |
| 7 | T Rowe Global Allocation Extended Fund A | EUR | -4.3% |
| 8 | UBS (Lux) KSS-Global Allocation (USD) P-acc | EUR | -4.7% |
| View full league table | |||
Total Return
Quarterly Performance
| to 30/06/2018 | Annual | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|---|
| 2018 | -3.3% | 9.0% | |||
| 2017 | -1.3% | 2.2% | -4.3% | -1.3% | 2.3% |
| 2016 | 12.3% | -5.2% | 4.4% | 4.6% | 8.6% |
| 2015 | 7.6% | 14.4% | -3.8% | -7.5% | 5.8% |
| 2014 | 19.7% | 1.6% | 4.1% | 6.5% | 6.2% |
| 2013 | 12.3% | 9.4% | -1.4% | 0.5% | 3.5% |
| 2012 | 9.5% | 5.7% | -0.1% | 5.5% | -1.8% |
Month by Month Performance
Returns Vs Risk
Registered For Sale In
- Austria
- Bahrain
- Denmark
- Finland
- France
- Germany
- Greece
- Hong Kong
- Ireland
- Italy
- Luxembourg
- Netherlands
- Norway
- Poland
- Portugal
- Singapore
- Spain
- Sweden
- Switzerland
- Taiwan
- United Kingdom
Fund Info
- Launch date18/11/2011
- Share Class size671Mn
- Base currencyUSD
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ISIN LU0689472784
Purchase Info
- Min. initial investment0
- Min. regular additional investment0
Charges
- Annual management1.50%
- Initial investment4.00%