Allianz Income and Growth - AT - USD

Ranked 28 out of 65 in - Flexible USD over 12 months
All calculations are in GBP unless stated

Managed by

Doug Forsyth

Objective

The Fund is primarily engaged in a combination of equity instruments, high yield bonds and convertible bonds issued by US or Canadian issuers. The investment objective is to achieve long-term capital growth and income.

Showing fund performance in United Kingdom View performance globally

Performance

Flexible USD over : 31/05/2018 - 31/05/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 7.7%
2018 1.0% -4.5% 10.0% 4.9% -8.4%
2017 2.7% 2.4% -1.8% -0.9% 3.0%
2016 30.1% 1.9% 9.4% 8.8% 7.2%
2015 2.2% 6.6% -5.8% -3.8% 5.8%
2014 11.7% 1.0% 0.9% 3.7% 5.8%
2013 15.2% 14.1% -0.1% -2.0% 3.0%
2012 6.3% 5.5% -3.0% 3.9% 0.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Bahrain
  3. Denmark
  4. Finland
  5. France
  6. Germany
  7. Greece
  8. Hong Kong
  9. Ireland
  10. Italy
  11. Luxembourg
  12. Netherlands
  13. Norway
  14. Poland
  15. Portugal
  16. Singapore
  17. Spain
  18. Sweden
  19. Switzerland
  20. Taiwan
  21. United Kingdom

Fund Info

  • Launch date18/11/2011
  • Share Class size706Mn
  • Base currencyUSD
  • ISIN LU0689472784

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management1.25%
  • Initial investment4.00%

Related News

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