Allianz Global Investors Fund - Allianz Income and Growth AM USDRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/06/2024 |
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Annual Returns (GBP) | 30/06/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30/06 | |
Price Return | 2.81 | 1.02 | 14.88 | 18.18 | 12.69 | -9.59 | 10.71 | 6.08 |
+/- Category | 0.97 | 1.82 | 4.43 | 14.00 | 4.39 | -6.25 | 6.60 | 0.75 |
+/- Category Index | - | - | - | - | 4.16 | -7.04 | 3.31 | 0.16 |
% Rank in Category | 40 | 28 | 10 | 2 | 13 | 93 | 3 | 40 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.25 | 0.06 | 0.23 |
1 Week | -0.50 | -0.31 | -0.31 |
1 Month | -0.22 | -0.06 | -0.04 |
3 Months | 0.07 | -0.51 | -1.20 |
6 Months | 5.36 | 0.34 | -0.24 |
YTD | 4.96 | 0.29 | -0.44 |
1 Year | 12.81 | 0.89 | -0.45 |
3 Years Annualised | 3.83 | 0.35 | -0.97 |
5 Years Annualised | 6.55 | 3.00 | 1.75 |
10 Years Annualised | 9.12 | 2.65 | 0.99 |
Category: USD Moderate Allocation | |||
Category Index: Morningstar EAA USD Mod Tgt Alloc NR USD |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 4.82 | 1.20 | - | - |
2023 | 1.58 | 2.64 | 2.57 | 3.52 |
2022 | -3.69 | -8.43 | 7.80 | -4.90 |
2021 | 0.54 | 5.69 | 2.75 | 3.21 |
2020 | -8.76 | 17.65 | 4.77 | 5.08 |
2019 | 7.61 | 5.01 | 2.79 | -1.10 |
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