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Allianz Selection Income and Growth AM H2 RMB

Ranked 2 out of 331 in - Balanced USD over 12 months
All calculations are in USD unless stated

Managed by

Doug Forsyth

Objective

To achieve long-term capital appreciation and income by investing primarily in a combination of U.S. or Canadian equity securities, debt securities and convertible securities.The Sub-Fund may invest up to 100% of its NAV in interest bearing securities with a minimum rating of CCC, as rated by Standard and Poor’s or Fitch or any other internationally recognized rating agency at the time of its acquisition and, in the case that no rating is given to the relevant investment, but, in the opinion of the Investment Manager, if such investment was to be rated, it would likely have carried such rating at the time of its acquisition.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

Balanced USD over : 31/05/2017 - 31/05/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 4.7%
2017 25.2% 7.5% 4.0% 5.5% 6.2%
2016 5.6% 3.7% -0.6% 5.1% -2.5%
2015 -3.6% 3.1% 1.0% -8.1% 0.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Hong Kong

Fund Info

  • Launch date14/10/2014
  • Base currencyHKD
  • ISIN HK0000211927

Purchase Info

  • Min. initial investment50,000
  • Min. regular additional investment0

Charges

  • Annual management1.25%

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