Allianz Income and Growth RM H2 GBP |
Performance History | 30/04/2024 |
Growth of 1,000 (EUR) |
Fund | 14.0 | 19.5 | -24.6 | 19.8 | 3.5 | |
+/-Cat | 15.5 | 4.3 | -9.3 | 9.7 | 0.1 | |
+/-Idx | 14.3 | 4.3 | -10.4 | 8.0 | -0.2 | |
Category: GBP Allocation 40-60% Equity | ||||||
Benchmarks: Morningstar UK Mod Tgt Allo... |
Key Stats | ||
NAV 10/05/2024 | GBP 93.61 | |
Day Change | 0.52% | |
Morningstar Category™ | GBP Allocation 40-60% Equity | |
ISIN | LU1136180780 | |
Fund Size (Mil) 08/05/2024 | USD 47362.22 | |
Share Class Size (Mil) 08/05/2024 | GBP 10.93 | |
Max Initial Charge | - | |
Ongoing Charge 16/02/2024 | 0.95% |
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 |
Morningstar Pillars | |
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People | 24 |
Parent | 22 |
Process | 22 |
Performance | |
Price |
Investment Objective: Allianz Income and Growth RM 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. |
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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 15/12/2014 |
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Benchmarks | |
Fund Benchmark | Morningstar Benchmark |
Not Benchmarked | Morningstar UK Mod Tgt Alloc NR GBP |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Allianz Income and Growth RM H2 GBP | 31/03/2024 |
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