Allianz Income and Growth RM H2 EUR |
Performance History | 30/04/2024 |
Growth of 1,000 (EUR) |
Fund | 20.3 | 11.3 | -21.4 | 15.3 | 1.5 | |
+/-Cat | 17.9 | 1.9 | -8.5 | 6.9 | -1.0 | |
+/-Idx | 16.1 | -0.2 | -9.2 | 4.3 | -1.5 | |
Category: EUR Moderate Allocation - Global | ||||||
Benchmarks: Morningstar EU Mod Gbl Tgt ... |
Key Stats | ||
NAV 08/05/2024 | EUR 98.53 | |
Day Change | -0.13% | |
Morningstar Category™ | EUR Moderate Allocation - Global | |
ISIN | LU1255916394 | |
Fund Size (Mil) 08/05/2024 | USD 47362.22 | |
Share Class Size (Mil) 08/05/2024 | EUR 18.11 | |
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 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 01/10/2015 |
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Benchmarks | |
Fund Benchmark | Morningstar Benchmark |
Not Benchmarked | Morningstar EU Mod Gbl Tgt Alloc NR EUR |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Allianz Income and Growth RM H2 EUR | 31/03/2024 |
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