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Allianz UK Mid-Cap C Acc

Ranked 13 out of 17 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 250 (excl. investment trusts) Index Total Return.

Showing fund performance in United Kingdom View performance globally

Performance

UK Medium Companies over : 30/04/2018 - 30/04/2019
  • Rank 13/17 Total Return
  • Rank 17/17 Standard Deviation
  • Rank 17/17 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 12.9%
2018 -22.6% -5.0% 8.8% -0.1% -25.1%
2017 19.3% 0.3% 4.1% 7.4% 6.4%
2016 6.1% -3.9% -2.8% 11.2% 2.1%
2015 16.5% 6.6% 3.0% -2.0% 8.2%
2014 2.2% 1.8% -6.6% -0.1% 7.5%
2013 33.8% 17.0% -2.0% 7.8% 8.3%
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 -24.8% -1.4% -11.1% -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 90.8% 15.1% 3.2% 3.1% 55.9%
1998 19.1% 22.2% 6.3% -17.5% 11.2%
1997 11.1% 3.9% -3.2% 7.6% 2.7%
1996 25.7% 9.5% 5.7% 2.5% 6.0%
1995 14.8% -3.6% 4.4% 10.2% 3.5%
1994 -4.6% 1.0% -9.6% 3.0% 1.5%
1993 41.5% 10.9% 16.1% 6.0% 3.7%
1992 13.9% -1.1% 6.3% -13.1% 24.6%
1991 16.0% 20.1% -5.0% 13.2% -10.2%
1990 2.5% -24.4% 5.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date13/02/2013
  • Share Class size24Mn
  • Base currencyGBP
  • ISIN GB00B83YTF22

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment50

Charges

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

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