Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

Allianz UK Equity Income C Inc

Ranked 69 out of 111 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.

Showing fund performance in United Kingdom View performance globally

Performance

UK Equity Income over : 31/03/2018 - 31/03/2019

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 size09Mn
  • Base currencyGBP
  • ISIN GB00B82ZGC20

Purchase Info

  • Min. initial investment50,000
  • Min. regular additional investment5,000

Charges

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

Related News

Sainsbury's dives as watchdog deals 'mortal blow' to Asda merger

Shares in Sainsbury's tumble as competition watchdog warns of 'extensive' concerns over planned merger with Asda.

Fund managers hail Sainsbury's swoop on Asda

Some fund managers may be humming 'We're in the money' along with Mike Coupe.

Sweet 16: good value investment trust winners!

Analysts at Canaccord Genuity identify 16 investment trusts with lower charges and better performance than equivalent open-ended funds. 

Sanlam study: Unicorn leads as Schroder Income Maximiser blacklisted

The Unicorn UK Income fund is top of Sanlam's latest study, while Schroder Income Maximiser slips into the Black List.

Are the tobacco giants running out of puff?

Imperial Tobacco’s recent dividend warning caused many investors to reach for a calming cigarette.

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