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Allianz UK Opportunities C Acc

Ranked 136 out of 255 in - UK (All Companies) over 12 months
All calculations are in GBP unless stated

Managed by

Matthew Tillett

Matthew Tillett is currently a fund manager at Allianz Global Investors in London having joined the company in 2006 as a research analyst. He holds a bachelor's degree in economics from the University of Bristol and a master's in economic history from London School of Economics and Political Science. He holds the CFA designation, the IMC and a Centre for the Advancement of Value Investing Education certificate. Away from the office, Matthew enjoys golf, soccer, chess, music and squash.

Objective

The Fund aims to achieve capital growth. The ACD aims to achieve the investment objective by investing in all economic sectors of the United Kingdom though it may invest internationally. The ACD will not follow any particular style bias and it will seek to take advantage of opportunities across the UK and other international markets to achieve capital growth. The ACD will predominantly invest into stocks. The Fund may also hold fixed income securities. It is the general intention of the ACD to mainly invest in all sectors and stocks of which are represented on the FTSE All Share Index. The ACD may also utilise deposits and invest in collective investment schemes.

Showing fund performance in United Kingdom View performance globally

Performance

UK (All Companies) over : 31/03/2018 - 31/03/2019
  • Rank 136/255 Total Return
  • Rank 129/255 Standard Deviation
  • Rank 99/255 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 5.9%
2018 -7.6% -4.9% 12.1% -2.5% -11.2%
2017 14.9% 2.6% 4.8% 3.5% 3.3%
2016 20.9% -0.3% 1.4% 11.6% 7.2%
2015 1.7% 5.1% 2.0% -6.9% 1.8%
2014 -0.2% 2.1% 0.5% -2.8% 0.1%
2013 23.8% 9.6% -0.5% 6.7% 6.4%
2012 14.7% 7.0% -2.2% 7.0% 2.4%
2011 -9.0% 0.1% -0.5% -13.3% 5.5%
2010 13.0% 6.7% -10.5% 12.1% 5.6%
2009 33.1% -10.6% 14.2% 24.3% 4.9%
2008 -37.0% -11.0% 1.0% -16.3% -16.4%
2007 1.5% 1.4% 4.1% -2.3% -1.7%
2006 14.1% 9.1% -2.4% 1.1% 5.9%
2005 22.8% 4.3% 5.8% 7.9% 3.2%
2004 8.5% 0.5% -0.5% 2.7% 5.7%
2003 22.3% -6.8% 17.3% 5.1% 6.5%
2002 -16.5% 5.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date27/03/2014
  • Share Class size41Mn
  • Base currencyGBX
  • ISIN GB00B8BB9445

Purchase Info

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

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).