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Allianz UK Mid-Cap A Acc

Ranked 4 out of 14 in - UK Medium Companies over 12 months
All calculations are in GBP unless stated

Managed by

Matthew Hall

Matthew Hall joined Allianz Global Investors in 2009 as part of the Global Graduate Program. In 2011 he joined the UK Equity Team as a Small and Mid-Cap Analyst, before moving to the European Small and Mid-Cap Team in 2013. Prior to joining the firm, Matthew worked as an intern at Russell Investments. He graduated from Southampton University with a first class degree in Mathematics. He also holds a Master's with Distinction in Investment Management from Cass Business School. Matthew has passed all three levels of the CFA program.

Andrew Neville

Objective

The objective of the Fund is to provide investors with capital growth The Fund aims to achieve 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 stocks which constitute the FTSE Mid 250 Share Index (excluding investment trusts).

Showing fund performance in United Kingdom View performance globally

Performance

UK Medium Companies over : 31/05/2017 - 31/05/2018
  • Rank 4/14 Total Return
  • Rank 14/14 Standard Deviation
  • Rank 7/14 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -5.2%
2017 18.3% 0.1% 3.9% 7.2% 6.2%
2016 5.2% -4.1% -3.0% 11.0% 1.9%
2015 15.4% 6.4% 2.8% -2.3% 8.0%
2014 1.3% 1.6% -6.7% -0.4% 7.3%
2013 32.8% 16.9% -2.2% 7.5% 8.1%
2012 20.7% 13.4% -7.1% 9.8% 4.4%
2011 -9.3% -1.3% 2.2% -14.2% 4.8%
2010 29.3% 9.5% -6.4% 15.9% 8.8%
2009 43.4% -3.6% 15.3% 25.7% 2.7%
2008 -36.8% -4.9% -5.0% -15.9% -16.9%
2007 -3.8% 3.3% -1.6% -4.0% -1.4%
2006 29.9% 12.4% -3.9% 7.5% 11.9%
2005 31.8% 3.7% 5.7% 9.2% 10.1%
2004 19.6% 7.3% 1.8% 1.1% 8.2%
2003 34.8% -5.5% 23.6% 9.4% 5.5%
2002 -24.7% -1.4% -11.0% -14.9% 0.8%
2001 -21.7% -8.8% -2.0% -27.3% 20.5%
2000 -18.9% 10.9% -13.1% 4.1% -19.1%
1999 90.9% 15.1% 3.2% 3.1% 55.9%
1998 19.4% 22.2% 6.6% -17.5% 11.2%
1997 11.4% 3.9% -3.0% 7.6% 2.7%
1996 26.0% 9.5% 5.8% 2.5% 6.2%
1995 3.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date20/06/2002
  • Share Class size30Mn
  • Base currencyGBX
  • ISIN GB0031383622

Purchase Info

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

Charges

  • Annual management1.50%

Related News

Allianz GI unveils 'outperformance' fee on fund range

Allianz Global Investors has introduced a new fee model on five of its funds, which is to be called the 'outperformance fee' share class.

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