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Allianz UK Equity Income C Inc

Ranked 69 out of 110 in - UK Equity Income over 12 months
All calculations are in GBP unless stated

Managed by

Simon Gergel

Simon Gergel graduated from Cambridge University with a degree in mathematics. He worked for 14 years at Phillips & Drew Fund Management/ UBS Asset Management where he was a UK equity portfolio manager and account director. He joined HSBC Halbis Partners in 2001 where he managed high income funds as well as core institutional and UK equity portfolios. Simon joined Allianz RCM in 2006 where he manages UK equity portfolios. He is an associate of the UK Society of Investment Professionals.

Objective

The Fund aims to achieve high and increasing income together with capital growth. The ACD aims to achieve the investment objective by investing in securities listed on the London Stock Exchange although it may invest internationally and in all economic sectors. It is the general intention of the ACD to invest in shares which offer above average current dividend income yield or, if not, the prospect of superior long term dividend growth. A small proportion of the Funds investments may be held in convertibles and investment trust income shares in order to enhance the income yield.

Showing fund performance in Funds Insider View performance globally

Performance

UK Equity Income over : 31/05/2018 - 31/05/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 8.7%
2018 -9.6% -4.0% 9.5% -3.0% -11.4%
2017 15.1% 3.8% 2.6% 4.4% 3.6%
2016 8.0% -3.2% -2.2% 9.3% 4.3%
2015 3.3% 6.8% -0.7% -7.0% 4.7%
2014 -0.3% -0.4% 2.6% -3.4% 1.0%
2013 24.7% 10.1% 2.8% 5.2% 4.8%
2012 15.5% 5.4% -1.4% 7.1% 3.8%
2011 -4.2% 0.2% 1.1% -11.1% 6.4%
2010 14.5% 4.5% -9.4% 12.6% 7.4%
2009 24.1% -13.6% 13.7% 21.5% 4.0%
2008 -30.3% -9.7% -4.4% -12.8% -7.4%
2007 0.7% 2.1% 3.2% -1.8% -2.6%
2006 17.8% 9.5% -2.0% 4.3% 5.3%
2005 20.2% 2.6% 6.1% 5.8% 4.5%
2004 14.1% 0.7% 3.2% 3.4% 6.3%
2003 18.0% -6.1% 13.6% 3.2% 7.2%
2002 -16.2% 3.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date23/04/2014
  • Share Class size10Mn
  • Base currencyGBP
  • ISIN GB00B82ZGC20

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment50

Charges

  • Annual management0.75%
  • Initial investment0.00%

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Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).