Allianz RiskMaster Moderate Multi Asset C Acc

Ranked 165 out of 262 in - Aggressive GBP over 12 months
All calculations are in GBP unless stated

Managed by

Cordula Bauss

Objective

The Fund aims to achieve long term capital growth by maintaining a bias towards investments which are considered higher risk but may invest, to lesser degree, in investments considered lower to medium risk. The Fund seeks to achieve this objective by actively investing in a broad range of asset classes across all economic sectors worldwide and managing the risks associated with investing in these assets by utilising a broad range of risk management techniques. In particularly adverse market conditions the Fund may hold cash deposits up to 100% of the portfolio.

Showing fund performance in United Kingdom View performance globally

Performance

Aggressive GBP over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 7.0%
2018 -8.5% -5.0% 4.1% 0.0% -7.4%
2017 6.0% 2.5% 0.1% -0.1% 3.4%
2016 21.4% 3.8% 5.2% 7.8% 3.2%
2015 -2.9% 5.0% -6.8% -5.2% 4.6%
2014 7.8% -0.7% 3.4% 0.9% 4.0%
2013 5.4% 6.0% -3.6% 1.0% 2.2%
2012 4.9% 1.8%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/12/2018

Top 10 Holdings

Stock Size
Allianz Best Styles Global Equity - W - EUR 16.54%
iShares Core Glbl Aggregate Bond GBP Hgd 12.18%
United Kingdom 1.750% 22-Jul-2019 11.44%
Allianz Gilt Yield I Inc 7.19%
Allianz Volatility Strategy Fund - I - EUR 6.03%
United Kingdom 4.500% 07-Mar-2019 4.91%
iShares Core Corporate Bond UCITS ETF 3.90%
United Kingdom 0.000% 07-Jan-2019 3.61%
Allianz Best Styles Emerging Markets Equity I USD 3.24%
US Treasury 0.000% 10-Oct-2019 2.77%
31/12/2018

Registered For Sale In

  1. Germany
  2. United Kingdom

Fund Info

  • Launch date15/05/2012
  • Share Class size08Mn
  • Base currencyGBP
  • ISIN GB00B7V78Y86

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment5,000

Charges

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

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