Allianz Income and Growth CT USD |
Performance History | 30/04/2024 |
Growth of 1,000 (EUR) |
Fund | 11.0 | 19.3 | -15.1 | 12.5 | 4.9 | |
+/-Cat | 12.4 | 3.8 | -6.5 | 5.9 | 0.2 | |
+/-Idx | - | 3.6 | -7.3 | 2.5 | 0.0 | |
Category: USD Moderate Allocation | ||||||
Benchmarks: Morningstar EAA USD Mod Tgt... |
Key Stats | ||
NAV 08/05/2024 | USD 15.04 | |
Day Change | 0.13% | |
Morningstar Category™ | USD Moderate Allocation | |
ISIN | LU1627332817 | |
Fund Size (Mil) 08/05/2024 | USD 47362.22 | |
Share Class Size (Mil) 08/05/2024 | USD 214.20 | |
Max Initial Charge | 5.00% | |
Ongoing Charge 16/02/2024 | 2.30% |
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 CT USD |
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 20/06/2017 |
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Benchmarks | |
Fund Benchmark | Morningstar Benchmark |
Not Benchmarked | Morningstar EAA USD Mod Tgt Alloc NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Allianz Income and Growth CT USD | 31/03/2024 |
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