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Allianz Strategy 15 - CT - EUR

Ranked 18 out of 42 in - Conservative EUR over 12 months
All calculations are in GBP unless stated

Managed by

Cordula Bauss

Objective

In pursuing a quantitative approach the fund aims to generate capital growth in the long term comparable to a portfolio consisting of 15% global equity markets and 85% medium-term Euro Bond markets. We invest directly or using derivatives in bonds of good credit quality, money markets instruments as well as cash and up to 35% of the fund's assets in equities and equivalent securities. The issuers of these securities must mostly have their registered offices in a developed country.

Showing fund performance in United Kingdom View performance globally

Performance

Conservative EUR over : 31/03/2018 - 31/03/2019
  • Rank 18/42 Total Return
  • Rank 39/42 Standard Deviation
  • Rank 14/42 Max Drawdown
Fund Name Currency Risk
37 Jyske Invest Stable Strategy GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

4.9

38 Fidelity Funds - Gl MA Tactl Def A-ACC-EUR GBP

5.2

39 Allianz Strategy 15 - CT - EUR GBP

6.2

40 BSF Managed Index Ptfls - Moderate D5 EUR GBP

6.9

41 Fundquest Optimal Selection I GBP

7.1

Fund Name Currency Loss
12 Jyske Invest Stable Strategy GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

-4.4%

13 SWC (LU) PF Responsible Relax (EUR) AT GBP

-4.5%

14 Allianz Strategy 15 - CT - EUR GBP

-4.5%

15 LO Funds - All Roads Conservative EUR PA GBP

-4.7%

16 Amundi Rendement Plus I (C) GBP

-4.7%

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 -0.9%
2018 -1.2% -1.9% 0.4% 0.8% -0.6%
2017 7.1% -0.2% 3.5% 1.3% 2.4%
2016 18.9% 9.0% 6.8% 5.4% -3.1%
2015 -4.5% -1.8% -6.5% 3.1% 0.9%
2014 6.9% 2.7% 0.7% 0.6% 2.8%
2013 8.3% 6.2% 1.4% -1.3% 1.9%
2012 5.2% 2.8% -3.6% 1.8% 4.3%
2011 -1.0% 2.7% 2.6% -3.2% -3.0%
2010 -1.8% 3.3% -9.1% 7.8% -3.0%
2009 -6.4% 12.6% -1.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France
  2. Germany
  3. Luxembourg
  4. Netherlands
  5. Spain
  6. United Kingdom

Fund Info

  • Launch date26/01/2009
  • Share Class size236Mn
  • Base currencyUnits
  • ISIN LU0398560267

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management1.25%
  • 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).